Vanguard Ultra Short Bond EtVUSBETF

13F holders, Q1 2024 (March 31)
298holders
2famous investors
$49.65avg. 13F price*

At the end of Q1 2024, 298 institutions reported holding Vanguard Ultra Short Bond Et (VUSB) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($787.8M), Wharton Business Group, LLC ($222.6M) and Blue Trust, Inc. ($74.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vanguard Ultra Short Bond Et
CUSIP
92203C303
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 298Q1 2024Q2 2024: 299Q2 2024Q3 2024: 301Q3 2024Q4 2024: 317Q4 2024Q1 2025: 342Q1 2025Q2 2025: 359Q2 2025Q3 2025: 386Q3 2025Q4 2025: 436Q4 2025Q1 2026: 474Q1 2026Q2 2026: 489Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions32$24.2M
Exits23$24.3M

Ownership 298 holders

JPMorgan Chase & Co. 0.07% Add +0.7% 15,900,091 $787.8M
Wharton Business Group, LLC 10.70% Add +3.1% 4,492,109 $222.6M
Blue Trust, Inc. 1.05% Add +4.2% 1,498,364 $74.2M
Renaissance Technologies 0.11% Reduce -3.8% 1,456,000 $72.1M
Wells Fargo & Company 0.02% Add +12.8% 1,223,626 $60.6M
Avion Wealth 14.02% Add +1.9% 1,054,151 $52.2M
Colony Family Offices, LLC 13.69% Reduce -1.4% 853,800 $42.3M
Pacific Center for Financial Services 10.83% Add +2.5% 766,207 $38.0M
LPL Financial LLC 0.02% Add +11.7% 696,480 $34.5M
Waverly Advisors, LLC 0.57% Add +1307.8% 491,199 $24.3M
Fortis Advisors, LLC 14.27% Reduce -2.8% 429,998 $21.3M
David Kennon Inc 9.08% Add +1.4% 428,768 $21.2M
InterOcean Capital Group, LLC 0.50% Add +1.9% 424,908 $21.1M
Capital Analysts, LLC 0.97% Reduce -2.0% 420,811 $20.9M
Red Wave Investments LLC 7.76% Add +7.5% 417,283 $20.7M
NewEdge Wealth, LLC 0.36% Add +29.1% 328,002 $16.2M
HighTower Advisors, LLC 0.02% Add +681.3% 297,683 $14.7M
Horizon Kinetics Asset Management LLC 0.26% Reduce -5.5% 275,546 $13.7M
Cambridge Investment Research Advisors, Inc. 0.05% Add +7.6% 266,720 $13.2M
Betterment LLC 0.04% Add +12.3% 264,182 $13.1M
Stifel Financial Corp. 0.01% Add +2.9% 263,107 $13.0M
Bank of America Corp. 0.00% Add +40.4% 259,422 $12.9M
Financial Management Professionals, Inc. 1.68% Add +1.6% 229,580 $11.4M
Schulz Wealth, LTD. 9.62% Reduce -9.5% 227,228 $11.3M
Coyle Financial Counsel LLC 4.01% Add +6.7% 226,239 $11.2M
AE Wealth Management LLC 0.12% Reduce -5.1% 209,964 $10.4M
Corient Private Wealth LP 0.02% Add +5.0% 207,914 $10.3M
Bray Capital Advisors 2.60% Reduce -0.1% 206,600 $10.2M
Fonville Wealth Management LLC 4.43% Add +18.0% 201,609 $10.0M
Cetera Investment Advisers 0.02% Add +1578.4% 185,378 $9.2M
HB Wealth Management, LLC 0.11% Add +14.3% 171,604 $8.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +27.2% 163,756 $8.1M
Osaic Holdings, Inc. 0.02% Reduce -21.1% 163,727 $8.1M
Commonwealth Equity Services, LLC 0.01% Reduce -1.7% 158,147 $7.8M
Nvwm, LLC 2.10% Reduce -4.8% 154,366 $7.6M
Websterrogers Financial Advisors, LLC 2.69% Add +5.8% 152,496 $7.6M
Scott Capital Advisors, LLC 2.25% Reduce -0.5% 149,550 $7.4M
Blair William & Co. 0.02% Reduce -8.2% 140,702 $7.0M
Monumental Financial Group Inc. 3.68% Add +8.6% 139,539 $6.9M
Lowe Brockenbrough & Co. Inc. 0.46% Add +7.4% 137,544 $6.8M
Royal Bank of Canada 0.00% Reduce -8.2% 136,036 $6.7M
Eclectic Associates Inc. 3.04% Reduce -8.4% 134,217 $6.7M
Pine Harbor Wealth Management, LLC 3.82% Add +32.8% 122,347 $6.1M
Kathmere Capital Management, LLC 0.69% Reduce -4.7% 121,094 $6.0M
Raymond James Financial Services Advisors, Inc. 0.01% Add +49.6% 112,853 $5.6M
Steward Partners Investment Advisory, LLC 0.06% Add +0.4% 112,476 $5.6M
Roberts Wealth Advisors, LLC 2.06% Add +78.1% 111,967 $5.5M
Citadel Advisors 0.01% New 106,800 $5.3M
Annapolis Financial Services, LLC 1.74% Reduce -4.2% 106,579 $5.3M
Chicago Partners Investment Group LLC 0.22% Add +0.9% 104,583 $5.2M
Northwest Capital Management Inc 1.65% No change 104,022 $5.2M
Cwm, LLC 0.03% Add +0.0% 104,023 $5.2M
Zazove Associates LLC 7.70% No change 100,000 $5.0M
McClarren Financial Advisors, Inc. 3.53% Add +24.9% 99,108 $4.9M
American Trust 0.40% Reduce -87.8% 9,607 $4.7M
Old Mission Capital LLC 0.11% New 92,898 $4.6M
Bank of Montreal 0.00% Reduce -1.3% 87,290 $4.3M
Rockefeller Capital Management L.P. 0.01% Reduce -50.7% 84,909 $4.2M
Focus Financial Network, Inc. 0.20% — 84,265 $4.2M
Raffa Wealth Management, LLC 1.24% Add +3.3% 83,841 $4.2M
MML Investors Services, LLC 0.02% Reduce -8.5% 82,342 $4.1M
Mariner, LLC 0.01% Reduce -17.2% 82,035 $4.1M
Advisory Research Inc. 0.80% Reduce -6.9% 81,475 $4.0M
Aberdeen Wealth Management LLC 2.31% Add +1.0% 79,977 $4.0M
Salem Investment Counselors Inc. 0.13% Add +2.9% 79,637 $3.9M
Sage Rhino Capital LLC 0.92% Add +2.8% 78,821 $3.9M
Creative Planning 0.00% Reduce -18.6% 76,524 $3.8M
SP Asset Management LLC 0.35% Reduce -30.8% 76,164 $3.8M
Mountain Pacific Investment Advisers LLC 0.21% Reduce -4.5% 76,083 $3.8M
Flow Traders U.S. LLC 0.20% Add +530.4% 75,230 $3.7M
Partners Capital Investment Group, LLP 0.11% Add +268.5% 74,786 $3.7M
Signature Wealth Management Group 1.61% Add +11.1% 71,828 $3.5M
TruWealth Advisors, LLC 0.24% Add +39.9% 69,604 $3.4M
Integrated Wealth Concepts LLC 0.05% Add +207.5% 69,324 $3.4M
TAGStone Capital, Inc. 1.99% Reduce -0.8% 68,684 $3.4M
Ameritas Advisory Services, LLC 0.14% Add +54.9% 67,917 $3.4M
Mesirow Financial Investment Management, Inc. 0.07% Add +1.1% 66,415 $3.3M
TD Capital Management LLC 0.35% Reduce -3.7% 65,297 $3.2M
Capital Investment Services of America, Inc. 0.30% Reduce -0.6% 62,690 $3.1M
Palisades Hudson Asset Management, L.P. 1.40% Add +2.9% 61,871 $3.1M
Prairie Wealth Advisors, Inc. 1.43% — 61,385 $3.0M
MorganRosel Wealth Management, LLC 1.07% Add +46.5% 60,484 $3.0M
Kraft, Davis & Associates, LLC 0.88% Reduce -7.9% 58,908 $2.9M
Mills Wealth Advisors LLC 2.12% Reduce -44.6% 58,427 $2.9M
Naples Global Advisors, LLC 0.29% Reduce -20.9% 58,125 $2.9M
Valmark Advisers, Inc. 0.05% Reduce -1.1% 57,602 $2.9M
Texas Yale Capital Corp. 0.13% No change 57,110 $2.8M
Bouchey Financial Group, Ltd. 0.28% Reduce -21.5% 56,674 $2.8M
ADAR1 Capital Management, LLC 0.75% Add +10.0% 55,206 $2.7M
Kitching Partners, LLC 5.13% Add +0.6% 54,532 $2.7M
Equity Investment Corp. 0.07% Add +19.1% 53,907 $2.7M
Axiom Advisory, LLC 1.89% Add +3.5% 51,949 $2.6M
HTG Investment Advisors, Inc. 1.46% Add +3.0% 50,880 $2.5M
Busey Bank 0.09% New 50,353 $2.5M
Joseph Group Capital Management 1.25% Add +11.8% 50,256 $2.5M
Avidian Wealth Enterprises, LLC 0.13% Add +4.3% 49,887 $2.5M
Chesley Taft & Associates LLC 0.12% Add +4.5% 46,605 $2.3M
Planning Directions Inc. 1.60% Reduce -8.8% 46,585 $2.3M
MontVue Capital Management, Inc. 1.90% Reduce -4.9% 43,308 $2.1M
HBW Advisory Services LLC 0.40% No change 43,342 $2.1M

"% of holder's portfolio" is VUSB's weight in each manager's 13F, not the share of Vanguard Ultra Short Bond Et the manager owns.

Show all 298 holders