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Vanguard Ultra-Short Bond ETF

316 hedge funds and large institutions have $2.38B invested in Vanguard Ultra-Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 27

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

5% more funds holding

Funds holding: 300316 (+16)

3% more ownership

Funds ownership: 51.13%54.14% (+3%)

8% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 106

2% more capital invested

Capital invested by funds: $2.33B → $2.38B (+$50.1M)

Holders
316
Holders Change
+16
Holders Change %
+5.33%
% of All Funds
4.16%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
46
Increased
115
Reduced
106
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.05B +$115M +2,312,291 +12%
BTI
2
Blue Trust Inc
Georgia
$80.5M +$3.67M +73,904 +5%
Renaissance Technologies
3
Renaissance Technologies
New York
$77.3M +$2.88M +58,000 +4%
WBG
4
Wharton Business Group
Pennsylvania
$71.9M -$1.55M -31,205 -2%
Bank of America
5
Bank of America
North Carolina
$59.4M +$13.8M +277,772 +30%
Wells Fargo
6
Wells Fargo
California
$57.8M +$10.6M +214,203 +23%
AW
7
Avion Wealth
Texas
$53.9M +$3.63M +73,049 +7%
LPL Financial
8
LPL Financial
California
$46.3M +$836K +16,813 +2%
PCFFS
9
Pacific Center for Financial Services
California
$45M +$5.48M +110,217 +14%
HighTower Advisors
10
HighTower Advisors
Illinois
$31.8M +$4.44M +89,418 +16%
RWI
11
Red Wave Investments
Pennsylvania
$29.6M +$1.67M +33,683 +6%
DK
12
David Kennon
Florida
$23.2M +$991K +19,935 +4%
WA
13
Waverly Advisors
Alabama
$21.2M -$1.24K -25 -0%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$19.2M -$112K -2,248 -0.6%
FA
15
Fortis Advisors
Pennsylvania
$17.7M +$89.6K +1,803 +0.5%
FWM
16
Fonville Wealth Management
Virginia
$17M +$2.64M +53,167 +18%
Raymond James Financial
17
Raymond James Financial
Florida
$16.2M +$16.3M +326,964 New
NW
18
NewEdge Wealth
Pennsylvania
$15.7M -$1.8M -36,186 -10%
CFO
19
Colony Family Offices
North Carolina
$15.5M -$2.52M -50,712 -14%
RWA
20
Roberts Wealth Advisors
California
$14.9M +$5.41M +108,768 +57%
Betterment LLC
21
Betterment LLC
New York
$14.8M +$348K +6,995 +2%
Stifel Financial
22
Stifel Financial
Missouri
$14.2M +$465K +9,349 +3%
MFIM
23
Mesirow Financial Investment Management
Illinois
$13.8M -$51K -1,025 -0.4%
GWM
24
Global Wealth Management
New Jersey
$13.4M -$961K -19,339 -7%
CAL
25
Capital Analysts LLC
Pennsylvania
$12.7M -$5.6M -112,750 -31%

VUSB Hedge Fund Activity: Q4 2024 in Review

316 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q4 2024, worth a combined $2.38B — up 2.2% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new VUSB positions and 27 closed out — a net gain of 19 holders — while 115 added to existing stakes and 106 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $115M. The largest seller was Acute Investment Advisory, exiting entirely with an estimated $27.2M sold.

  • 316 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q4 2024, up from 300 in Q3 2024.
  • Funds reported $2.38B of Vanguard Ultra-Short Bond ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 46 funds opened new Vanguard Ultra-Short Bond ETF positions in Q4 2024 and 27 closed out, a net change of +19 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $115M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q4 2024 was Acute Investment Advisory, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2024.