Vanguard Ultra Short Bond EtVUSBETF

13F holders, Q2 2024 (June 30)
299holders +1
25new positions
28sold out
2famous investors
$49.51avg. 13F price*

At the end of Q2 2024, 299 institutions reported holding Vanguard Ultra Short Bond Et (VUSB) in their 13F filings, up 1 from Q1 2024. 25 opened new positions and 28 sold out. The largest holders were JPMorgan Chase & Co. ($857.9M), Axiom Advisory, LLC ($132.4M) and Blue Trust, Inc. ($73.3M). 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 → Q2 2024

InstitutionsTotal Value
New Positions25$35.7M
Exits28$16.1M

All 13F filers, Q1 2024 → Q2 2024: 7,970,644 shares bought and 4,522,405 shares sold, net +3,448,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 299 holders

JPMorgan Chase & Co. 0.07% Add +9.0% 17,324,048 $857.9M
Axiom Advisory, LLC 1.44% Add +5060.2% 2,680,675 $132.4M
Blue Trust, Inc. 1.01% Reduce -1.3% 1,479,634 $73.3M
Wharton Business Group, LLC 3.73% Reduce -67.5% 1,460,079 $72.3M
Renaissance Technologies 0.12% Reduce -4.1% 1,396,000 $69.1M
Wells Fargo & Company 0.02% Reduce -2.4% 1,194,835 $59.2M
Avion Wealth 13.78% Reduce -4.3% 1,008,345 $49.9M
LPL Financial LLC 0.02% Add +39.7% 972,856 $48.2M
Colony Family Offices, LLC 13.08% Reduce -3.6% 822,854 $40.7M
Pacific Center for Financial Services 10.79% Add +1.4% 777,124 $38.5M
Acute Investment Advisory, LLC 15.64% New 553,909 $27.4M
Waverly Advisors, LLC 0.50% Add +4.3% 512,355 $25.4M
Flow Traders U.S. LLC 1.24% Add +574.4% 507,312 $25.1M
Red Wave Investments LLC 8.39% Add +10.1% 459,286 $22.7M
Morgan Stanley 0.00% Add +3434.1% 448,235 $22.2M
David Kennon Inc 9.09% Add +1.9% 437,074 $21.6M
HighTower Advisors, LLC 0.03% Add +39.6% 415,639 $20.6M
Focus Partners Wealth 0.07% Add +2199.6% 398,015 $19.7M
Bank of America Corp. 0.00% Add +52.0% 394,193 $19.5M
Capital Analysts, LLC 0.86% Reduce -7.2% 390,610 $19.3M
Fortis Advisors, LLC 13.56% Reduce -9.6% 388,536 $19.2M
NewEdge Wealth, LLC 0.35% Reduce -0.5% 326,469 $16.2M
Horizon Kinetics Asset Management LLC 0.26% Add +9.1% 300,704 $14.9M
Betterment LLC 0.04% Add +9.1% 288,102 $14.3M
Mesirow Financial Investment Management, Inc. 0.31% Add +321.2% 279,757 $13.9M
Stifel Financial Corp. 0.02% Add +5.5% 277,635 $13.7M
Fonville Wealth Management LLC 5.20% Add +31.3% 264,758 $13.1M
Financial Management Professionals, Inc. 1.66% Add +6.3% 244,043 $12.1M
Coyle Financial Counsel LLC 4.01% No change 226,239 $11.2M
Corient Private Wealth LP 0.02% Add +7.7% 223,953 $11.1M
Schulz Wealth, LTD. 9.35% Reduce -1.9% 222,832 $11.0M
Bray Capital Advisors 2.49% Reduce -2.9% 200,600 $9.9M
Cetera Investment Advisers 0.02% Reduce -1.6% 182,481 $9.0M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -32.1% 181,170 $9.0M
Lowe Brockenbrough & Co. Inc. 0.58% Add +26.9% 174,489 $8.6M
Roberts Wealth Advisors, LLC 2.90% Add +53.4% 171,708 $8.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +1.6% 166,389 $8.2M
Commonwealth Equity Services, LLC 0.01% Add +4.4% 165,151 $8.2M
Royal Bank of Canada 0.00% Add +20.8% 164,355 $8.1M
AE Wealth Management LLC 0.08% Reduce -22.7% 162,277 $8.0M
Scott Capital Advisors, LLC 2.23% Add +2.2% 152,844 $7.6M
Nvwm, LLC 2.01% Reduce -1.5% 152,100 $7.5M
Bank of Montreal 0.00% Add +70.2% 148,587 $7.4M
Blair William & Co. 0.02% Add +2.2% 143,794 $7.1M
Websterrogers Financial Advisors, LLC 2.53% Reduce -6.0% 143,414 $7.1M
Eclectic Associates Inc. 2.90% Reduce -1.7% 131,893 $6.5M
Pine Harbor Wealth Management, LLC 3.53% Reduce -0.9% 121,256 $6.0M
HB Wealth Management, LLC 0.07% Reduce -30.9% 118,569 $5.9M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -0.6% 112,192 $5.6M
Osaic Holdings, Inc. 0.01% Reduce -31.6% 111,950 $5.5M
Steward Partners Investment Advisory, LLC 0.06% Reduce -1.5% 110,767 $5.5M
Raffa Wealth Management, LLC 1.55% Add +31.7% 110,415 $5.5M
Susquehanna International Group, LLP 0.01% Add +373.6% 109,544 $5.4M
TruWealth Advisors, LLC 0.36% Add +56.8% 109,139 $5.4M
Chicago Partners Investment Group LLC 0.21% Add +3.1% 107,841 $5.4M
Cwm, LLC 0.02% Add +0.0% 104,024 $5.2M
Northwest Capital Management Inc 1.88% Reduce -0.1% 103,931 $5.1M
Apella Capital, LLC 0.23% Add +433.6% 103,797 $5.1M
Annapolis Financial Services, LLC 1.63% Reduce -4.9% 101,336 $5.0M
Zazove Associates LLC 8.75% No change 100,000 $5.0M
Anson Capital, Inc. 4.80% Add +231.5% 98,248 $4.9M
Advisory Research Inc. 0.90% Add +18.6% 96,655 $4.8M
Kathmere Capital Management, LLC 0.48% Reduce -24.5% 91,413 $4.5M
Focus Financial Network, Inc. 0.18% Add +1.2% 85,305 $4.2M
Citadel Advisors 0.00% Reduce -25.0% 80,109 $4.0M
Titleist Asset Management, LLC 0.60% Add +953.5% 79,494 $3.9M
MML Investors Services, LLC 0.02% Reduce -6.2% 77,273 $3.8M
SP Asset Management LLC 0.35% Add +1.4% 77,190 $3.8M
Salem Investment Counselors Inc. 0.12% Reduce -3.8% 76,647 $3.8M
Ameritas Advisory Services, LLC 0.14% Add +12.7% 76,529 $3.8M
Mariner, LLC 0.01% Reduce -8.6% 74,963 $3.7M
Signature Wealth Management Group 1.56% Add +0.3% 72,019 $3.6M
Integrated Wealth Concepts LLC 0.05% Reduce -0.0% 69,299 $3.4M
Mountain Pacific Investment Advisers LLC 0.25% Reduce -9.3% 69,029 $3.4M
OneDigital Investment Advisors LLC 0.04% Add +156.8% 67,585 $3.3M
TAGStone Capital, Inc. 1.89% Reduce -1.9% 67,343 $3.3M
Creative Planning 0.00% Reduce -13.7% 66,070 $3.3M
Avidian Wealth Enterprises, LLC 0.15% Add +28.6% 64,149 $3.2M
Sage Rhino Capital LLC 0.75% Reduce -19.7% 63,289 $3.1M
MorganRosel Wealth Management, LLC 1.09% Add +2.8% 62,203 $3.1M
Palisades Hudson Asset Management, L.P. 1.41% Add +0.1% 61,908 $3.1M
Elser Financial Planning, Inc 0.51% — 61,073 $3.0M
TD Capital Management LLC 0.31% Reduce -8.8% 59,548 $2.9M
HTG Investment Advisors, Inc. 1.59% Add +16.7% 59,385 $2.9M
Kitching Partners, LLC 5.27% Add +7.3% 58,537 $2.9M
Capital Investment Services of America, Inc. 0.28% Reduce -6.7% 58,485 $2.9M
Texas Yale Capital Corp. 0.13% No change 57,110 $2.8M
Brookstone Capital Management 0.05% Add +652.3% 56,662 $2.8M
Valmark Advisers, Inc. 0.05% Reduce -1.6% 56,656 $2.8M
ADAR1 Capital Management, LLC 0.55% No change 55,206 $2.7M
Kraft, Davis & Associates, LLC 0.83% Reduce -6.6% 55,014 $2.7M
Envestnet Asset Management Inc. 0.00% Add +82.7% 54,350 $2.7M
Bouchey Financial Group, Ltd. 0.25% Reduce -6.5% 52,995 $2.6M
Joseph Group Capital Management 1.35% Add +4.6% 52,553 $2.6M
Equity Investment Corp. 0.07% Reduce -3.8% 51,870 $2.6M
Belpointe Asset Management LLC 0.18% Add +137.4% 51,468 $2.5M
Partners Capital Investment Group, LLP 0.04% Reduce -32.5% 50,485 $2.5M
Busey Bank 0.09% No change 50,353 $2.5M
Kestra Advisory Services, LLC 0.01% Add +111.2% 50,189 $2.5M
Strategic Investment Solutions, Inc. 0.80% — 49,761 $2.5M

"% 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 299 holders