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
Roble, Belko & Company, Inc 0.35% Add +1.7% 41,365 $2.0M
New Capital Management LP 0.61% Add +0.9% 41,143 $2.0M
Compass Financial Group, Inc. 1.06% Add +0.1% 40,186 $2.0M
Chatham Capital Group, Inc. 0.34% Reduce -4.0% 37,700 $1.9M
U.S. Capital Wealth Advisors, LLC 0.07% Add +3.1% 36,772 $1.8M
Cahill Financial Advisors Inc. 0.25% Reduce 0.0% 36,521 $1.8M
CENTRAL TRUST Co 0.04% Add +397.0% 31,345 $1.6M
Aspiriant, LLC 0.06% Reduce -13.6% 30,370 $1.5M
Northwest Wealth Management, LLC 0.41% Reduce -4.1% 29,928 $1.5M
Regatta Capital Group, LLC 0.33% Reduce -80.2% 29,897 $1.5M
Envestnet Asset Management Inc. 0.00% Reduce -38.5% 29,756 $1.5M
Cary Street Partners Investment Advisory LLC 0.06% New 29,691 $1.5M
Anson Capital, Inc. 2.11% Add +63.9% 29,634 $1.5M
CWS Financial Advisors, LLC 0.58% Reduce -0.1% 28,820 $1.4M
Verus Financial Partners, Inc. 0.17% Reduce -1.6% 28,468 $1.4M
Ballew Advisors, Inc 0.97% Add +2.1% 28,563 $1.4M
Ballentine Capital Advisors, Inc 0.77% Reduce -5.4% 28,425 $1.4M
Peapack Gladstone Financial Corp. 0.02% Reduce -13.7% 27,200 $1.3M
Beese Fulmer Investment Management, Inc. 0.12% No change 26,795 $1.3M
Applied Capital LLC 0.79% Reduce -26.8% 26,752 $1.3M
OneDigital Investment Advisors LLC 0.02% Add +31.4% 26,318 $1.3M
Atria Wealth Solutions, Inc. 0.01% Add +24.3% 26,311 $1.3M
Willow Creek Wealth Management Inc. 0.15% Add +1.2% 25,984 $1.3M
TriaGen Wealth Management LLC 0.51% Reduce -0.4% 24,595 $1.2M
Dorsey & Whitney Trust CO LLC 0.08% No change 24,212 $1.2M
Kestra Advisory Services, LLC 0.01% Add +31.4% 23,763 $1.2M
Lebenthal Global Advisors, LLC 0.26% Add +0.3% 23,684 $1.2M
Grant Street Asset Management, Inc. 0.38% Reduce -96.9% 23,582 $1.2M
Capital Square, LLC 0.82% New 23,554 $1.2M
Susquehanna International Group, LLP 0.00% New 23,130 $1.1M
Leeward Financial Partners, LLC 0.48% Reduce -47.9% 23,026 $1.1M
Manchester Capital Management LLC 0.14% Reduce -6.1% 22,830 $1.1M
SOL Capital Management CO 0.14% Add +15.6% 22,375 $1.1M
WBH Advisory Inc. 0.11% Reduce -2.2% 22,221 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -5.3% 22,025 $1.1M
Rappaport Reiches Capital Management, LLC 0.34% Add +0.1% 21,920 $1.1M
Belpointe Asset Management LLC 0.08% Reduce -25.9% 21,679 $1.1M
Napatree Capital LLC 1.04% Reduce -0.9% 21,660 $1.1M
WESCAP Management Group, Inc. 0.30% Add +2.7% 21,166 $1.0M
Triton Financial Group Inc 0.72% No change 20,534 $1.0M
Willis Johnson & Associates, Inc. 0.09% Reduce -56.9% 20,117 $997K
Apella Capital, LLC 0.05% Reduce -11.1% 19,453 $961K
Fortis Group Advisors, LLC 0.18% New 19,353 $959K
Klingenstein Fields & Co. LP 0.04% No change 19,233 $953K
Modera Wealth Management, LLC 0.01% Reduce -17.6% 19,162 $949K
CGC Financial Services, LLC 0.49% Reduce -3.0% 18,904 $937K
Gladstone Institutional Advisory LLC 0.05% No change 18,705 $927K
Quadcap Wealth Management, LLC 0.21% Add +353.3% 18,581 $921K
Tiaa Trust, National Association 0.00% No change 18,469 $915K
Clarius Group, LLC 0.06% Add +187.0% 17,861 $885K
Market Street Wealth Management Advisors LLC 0.15% Reduce -40.1% 17,650 $875K
Focus Partners Wealth 0.01% No change 17,308 $858K
Mainsail Asset Management, LLC 0.69% Add +46.2% 16,994 $842K
Cypress Point Wealth Management, LLC 0.42% Reduce -2.8% 16,594 $822K
Ruedi Wealth Management, Inc. 0.34% Add +0.8% 16,175 $801K
Life Planning Partners, Inc 0.79% Reduce -1.2% 15,967 $791K
WealthPlan Investment Management, LLC 0.12% Reduce -87.9% 15,762 $781K
Kestra Private Wealth Services, LLC 0.02% Reduce -42.2% 15,355 $761K
Gradient Capital Advisors, LLC 0.28% Reduce -14.3% 15,151 $751K
Convergence Financial, LLC 0.31% Add +79.6% 15,020 $744K
Peak Asset Management, LLC 0.14% No change 14,418 $714K
Janney Montgomery Scott LLC 0.00% Reduce -5.7% 14,100 $699K
Cardiff Park Advisors, LLC 0.07% No change 13,927 $690K
Lakewood Asset Management LLC 0.47% Add +1.1% 13,907 $689K
Compass Financial Group, INC 0.16% Add +13.6% 13,860 $687K
Cutler Investment Counsel LLC 0.09% No change 13,766 $682K
Core Wealth Advisors, Inc. 0.23% No change 13,735 $681K
GSG Advisors LLC 0.25% Add +73.8% 13,748 $678K
Comerica Bank 0.00% Reduce -15.4% 13,498 $669K
Latitude Advisors, LLC 0.42% Add +1.6% 13,456 $667K
Ritholtz Wealth Management 0.02% Reduce -10.4% 13,052 $647K
Summit Asset Management, LLC 0.08% Reduce -14.6% 12,830 $636K
Laidlaw Wealth Management LLC 0.35% Add +10.7% 12,735 $631K
Morgan Stanley 0.00% Reduce -25.1% 12,683 $628K
Brasada Capital Management, LP 0.11% Reduce -6.0% 12,151 $602K
Private Advisor Group, LLC 0.00% Reduce -53.5% 11,919 $590K
SJS Investment Consulting Inc. 0.12% Reduce -8.4% 11,632 $576K
SAM Advisors, LLC 0.21% New 11,557 $573K
Life Line Wealth Management LLC 0.22% Add +0.8% 11,471 $568K
SignalPoint Asset Management, LLC 0.15% New 11,266 $558K
Warwick Investment Management, Inc. 0.13% New 11,169 $553K
Lincoln National Corp. 0.01% New 11,136 $552K
Greenspring Advisors, LLC 0.14% Add +8.9% 11,059 $548K
Financial Perspectives, Inc 0.21% No change 11,017 $546K
Keel Point, LLC 0.06% Add +0.5% 10,919 $541K
Buckingham Strategic Wealth, LLC 0.01% Add +0.3% 10,257 $508K
Beaird Harris Wealth Management, LLC 0.05% No change 9,791 $485K
Alkeme Wealth, LLC 0.22% Add +14.8% 9,493 $469K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 9,330 $461K
Apexium Financial, LP 0.03% Reduce -2.1% 9,276 $460K
Relative Value Partners Group, LLC 0.03% Reduce -24.6% 9,034 $449K
Equitable Holdings, Inc. 0.01% New 8,996 $446K
Burton Enright Welch 0.11% Reduce -32.2% 8,971 $445K
Central Valley Advisors, LLC 0.23% Add +0.3% 8,963 $444K
Integrated Advisors Network LLC 0.02% New 8,850 $439K
Cresset Asset Management, LLC 0.00% Reduce -58.3% 8,536 $423K
Patriot Investment Management Group, Inc. 0.03% Add +24.1% 8,378 $415K
Allegheny Financial Group 0.13% No change 8,346 $414K
Parallel Advisors, LLC 0.01% No change 7,925 $393K
Christensen, King & Associates Investment Services, Inc. 0.20% No change 7,885 $391K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +26.8% 7,743 $384K
Beacon Pointe Advisors, LLC 0.00% Reduce -21.6% 7,742 $384K
RHS Financial, LLC 0.22% Add +71.7% 7,701 $382K
Prime Capital Investment Advisors, LLC 0.01% Add +0.7% 7,689 $381K
Titleist Asset Management, LLC 0.07% New 7,546 $374K
Brookstone Capital Management 0.01% Reduce -3.5% 7,532 $373K
Joel Isaacson & Co., LLC 0.02% New 7,500 $372K
PFG Advisors 0.03% Reduce -19.6% 7,423 $368K
Cardinal Point Capital Management ULC 0.07% New 7,390 $366K
WNY Asset Management, LLC 0.05% Add +0.1% 7,021 $348K
Evanson Asset Management, LLC 0.03% Add +16.7% 7,000 $347K
Robinson Smith Wealth Advisors LLC 0.33% Reduce -3.7% 6,931 $343K
Clearwater Capital Advisors, LLC 0.04% New 6,864 $340K
Mgo One Seven LLC 0.02% Reduce -2.5% 6,815 $338K
Hanover Advisors Inc. 0.14% Reduce -10.3% 6,723 $333K
Curi Capital, LLC 0.01% No change 6,574 $326K
Raymond James & Associates 0.00% Add +23.5% 6,486 $321K
Benjamin F. Edwards & Company, Inc. 0.01% Add +92.5% 6,411 $318K
Madrona Financial Services, LLC 0.11% Add +44.9% 6,408 $318K
Chandler Asset Management, Inc. 0.06% No change 6,385 $316K
Jane Street Group, LLC 0.00% New 6,327 $314K
Pettyjohn, Wood & White, Inc. 0.06% Reduce -2.4% 6,238 $309K
Bath Savings Trust Co 0.03% Reduce -2.4% 6,230 $309K
Robinswood Financial LLC 0.13% Reduce -49.4% 6,171 $304K
Allworth Financial LP 0.00% Reduce -30.1% 6,070 $301K
Wealth Management Associates, Inc. 0.14% Reduce -8.4% 6,000 $297K
HBK Sorce Advisory LLC 0.01% Reduce -65.5% 5,887 $292K
DAVENPORT & Co LLC 0.00% No change 5,854 $290K
AdvisorNet Financial, Inc 0.03% Reduce -21.9% 5,704 $283K
Regal Investment Advisors LLC 0.02% Reduce -38.7% 5,682 $282K
Fairview Capital Investment Management, LLC 0.02% Reduce -31.1% 5,650 $280K
Roundview Capital LLC 0.02% No change 5,598 $277K
Nottingham Advisors, Inc. 0.03% Reduce -17.7% 5,571 $276K
Wealthcare Advisory Partners LLC 0.01% New 5,261 $261K
Pathstone Holdings, LLC 0.00% Add +6.9% 5,242 $260K
Advisory Services Network, LLC 0.01% Add +79.4% 5,099 $253K
Barlow Wealth Partners, LLC 0.03% Reduce -10.3% 5,080 $251K
One Degree Advisors Inc 0.12% Reduce -81.8% 5,010 $249K
Inspirion Wealth Advisors, LLC 0.04% No change 5,000 $248K
Strid Group, LLC 0.04% Add +0.1% 4,939 $245K
Coldstream Capital Management Inc. 0.01% New 4,887 $242K
Murphy Pohlad Asset Management LLC 0.09% Add +3.6% 4,866 $241K
Berkeley Capital Partners, LLC 0.07% New 4,709 $233K
Cerity Partners LLC 0.00% No change 4,674 $232K
Galvin, Gaustad & Stein, LLC 0.02% Reduce -22.6% 4,450 $220K
Pinnacle Wealth Management Advisory Group, LLC 0.02% No change 4,250 $211K
Pinnacle Associates Ltd. 0.00% Reduce -6.8% 4,250 $211K
Ausdal Financial Partners, Inc. 0.02% New 4,225 $209K
Investment Advisory Group, LLC 0.09% No change 4,218 $209K
CFS Investment Advisory Services, LLC 0.04% No change 4,228 $209K
Plum Street Advisors, LLC 0.11% New 4,161 $208K
Baird Financial Group, Inc. 0.00% New 4,156 $206K
Culbertson A N & Co. Inc. 0.04% New 4,150 $206K
NavPoint Financial, Inc. 0.18% Reduce -41.9% 4,123 $204K
Biechele Royce Advisors 0.07% No change 4,100 $204K
Allen Investment Management, LLC 0.00% No change 4,089 $203K
CVA Family Office, LLC 0.04% Reduce -61.8% 4,011 $199K
McIlrath & Eck, LLC 0.03% Reduce -42.5% 3,649 $181K
BBJS Financial Advisors, LLC 0.05% Reduce -94.5% 3,041 $151K
Breakwater Investment Management 0.07% — 3,025 $150K
Blume Capital Management, Inc. 0.03% No change 2,819 $140K
North Star Investment Management Corp. 0.01% Reduce -15.3% 2,657 $132K
Principal Securities, Inc. 0.00% No change 2,373 $118K
Anchor Investment Management, LLC 0.01% Add +0.9% 2,168 $107K
LGT Financial Advisors LLC 0.12% No change 2,000 $99K
Community Bank, N.A. 0.01% No change 2,000 $99K
ICA Group Wealth Management, LLC 0.02% Reduce -36.2% 1,833 $91K
AllSquare Wealth Management LLC 0.05% No change 1,811 $90K
Creekmur Asset Management LLC 0.03% No change 1,574 $78K
Creative Financial Designs Inc. 0.01% New 1,350 $67K
TD Waterhouse Canada Inc. 0.00% New 1,381 $67K
US Bancorp \de 0.00% No change 1,000 $50K
IFP Advisors, Inc 0.00% Add +112.1% 946 $47K
Lanark Financial, Inc. 0.00% Add +0.9% 932 $46K
First PREMIER Bank 0.01% Add +28.6% 900 $45K
Ancora Advisors LLC 0.00% No change 881 $44K
Federation des caisses Desjardins du Quebec 0.00% Reduce -9.0% 857 $42K
First Manhattan Co. Llc. 0.00% No change 725 $36K
St Germain D J Co. Inc. 0.00% Reduce -97.6% 666 $33K
National Bank of Canada 0.00% New 632 $31K
Harbour Investments, Inc. 0.00% No change 613 $30K
Global Assets Advisory, LLC 0.02% New 588 $29K
Caldwell Trust Co 0.00% No change 490 $24K
Lam Group, Inc. 0.02% Add +0.5% 405 $20K
Hexagon Capital Partners LLC 0.00% No change 343 $17K
Avior Wealth Management, LLC 0.00% Add +0.9% 324 $16K
Sound Income Strategies, LLC 0.00% No change 306 $15K
Farther Finance Advisors, LLC 0.00% No change 287 $14K
Pinnacle Bancorp, Inc. 0.00% No change 200 $10K
Janiczek Wealth Management, LLC 0.00% No change 181 $9K
NewEdge Advisors, LLC 0.00% New 100 $5K
JNBA Financial Advisors 0.00% Add +1.2% 86 $4K
Macroview Investment Management LLC 0.00% No change 48 $2K
Hanson & Doremus Investment Management 0.00% Reduce -78.1% 34 $2K
Geneos Wealth Management Inc. 0.00% No change 33 $2K
Clear Point Advisors Inc. 0.00% No change 27 $1K
Signaturefd, LLC 0.00% Reduce -99.0% 20 $991
O'shaughnessy Asset Management, LLC 0.00% New 1 $34

"% 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.