Vanguard Ultra Short Bond EtVUSBETF

13F holders, Q3 2024 (September 30)
301holders +2
22new positions
19sold out
2famous investors
$50.88avg. 13F price*

At the end of Q3 2024, 301 institutions reported holding Vanguard Ultra Short Bond Et (VUSB) in their 13F filings, up 2 from Q2 2024. 22 opened new positions and 19 sold out. The largest holders were JPMorgan Chase & Co. ($944.6M), Axiom Advisory, LLC ($86.7M) and Blue Trust, Inc. ($76.7M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions22$12.9M
Exits19$11.0M

All 13F filers, Q2 2024 → Q3 2024: 4,612,075 shares bought and 3,759,940 shares sold, net +852,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 301 holders

JPMorgan Chase & Co. 0.08% Add +9.2% 18,913,851 $944.6M
Axiom Advisory, LLC 0.81% Reduce -34.9% 1,744,484 $86.7M
Blue Trust, Inc. 1.00% Add +4.7% 1,548,986 $76.7M
Renaissance Technologies 0.11% Add +7.4% 1,499,700 $74.9M
Wharton Business Group, LLC 3.32% Add +1.4% 1,480,684 $73.9M
McClarren Financial Advisors, Inc. 6.50% Add +1679.9% 121,317 $51.7M
Avion Wealth 13.25% Add +0.5% 1,013,771 $50.6M
Wells Fargo & Company 0.01% Reduce -20.5% 949,981 $47.4M
Bank of America Corp. 0.00% Add +133.1% 918,956 $45.9M
LPL Financial LLC 0.02% Reduce -5.8% 916,631 $45.8M
Pacific Center for Financial Services 10.49% Add +2.6% 797,536 $39.8M
Red Wave Investments LLC 9.81% Add +22.6% 563,216 $28.1M
HighTower Advisors, LLC 0.04% Add +32.4% 550,461 $27.5M
Acute Investment Advisory, LLC 15.63% Reduce -1.6% 544,758 $27.2M
Citadel Advisors 0.02% Add +473.9% 459,738 $23.0M
David Kennon Inc 8.80% Add +2.4% 447,386 $22.3M
Waverly Advisors, LLC 0.39% Reduce -16.6% 427,052 $21.3M
Focus Partners Wealth 0.06% Reduce -2.2% 389,356 $19.4M
Capital Analysts, LLC 0.75% Reduce -5.7% 368,260 $18.4M
Colony Family Offices, LLC 5.63% Reduce -55.9% 363,011 $18.1M
Fortis Advisors, LLC 11.46% Reduce -8.9% 353,995 $17.7M
NewEdge Wealth, LLC 0.32% Add +7.9% 352,306 $17.6M
Raffa Wealth Management, LLC 3.89% Add +192.6% 323,094 $16.1M
Raymond James Financial Services Advisors, Inc. 0.02% Add +175.3% 308,884 $15.4M
Betterment LLC 0.03% Add +1.4% 292,143 $14.6M
Global Wealth Management, LLC 9.78% — 289,463 $14.5M
Fonville Wealth Management LLC 4.99% Add +9.3% 289,248 $14.4M
Mesirow Financial Investment Management, Inc. 0.27% Reduce -0.1% 279,443 $14.0M
Stifel Financial Corp. 0.01% Reduce -0.1% 277,268 $13.8M
Financial Management Professionals, Inc. 1.62% Add +7.1% 261,418 $13.1M
Flow Traders U.S. LLC 0.63% Reduce -51.1% 248,235 $12.4M
Coyle Financial Counsel LLC 4.02% Add +2.8% 232,506 $11.5M
Lowe Brockenbrough & Co. Inc. 0.71% Add +27.0% 221,673 $11.1M
Cambridge Investment Research Advisors, Inc. 0.04% Add +19.7% 216,797 $10.8M
Corient Private Wealth LP 0.02% Reduce -3.4% 216,408 $10.8M
Commonwealth Equity Services, LLC 0.02% Add +22.0% 201,447 $10.1M
Bray Capital Advisors 2.45% No change 200,600 $10.0M
Schulz Wealth, LTD. 7.65% Reduce -11.1% 198,082 $9.9M
Kitching Partners, LLC 12.79% Add +226.1% 190,891 $9.5M
Roberts Wealth Advisors, LLC 3.08% Add +11.5% 191,408 $9.5M
Royal Bank of Canada 0.00% Add +12.4% 184,722 $9.2M
Horizon Kinetics Asset Management LLC 0.13% Reduce -42.1% 174,133 $8.7M
Blair William & Co. 0.02% Add +12.8% 162,139 $8.1M
Nvwm, LLC 1.92% Reduce -0.6% 151,124 $7.5M
AE Wealth Management LLC 0.07% Reduce -9.2% 147,372 $7.4M
TruWealth Advisors, LLC 0.44% Add +32.9% 145,082 $7.2M
Bank of Montreal 0.00% Reduce -3.4% 143,524 $7.2M
Anson Capital, Inc. 6.25% Add +42.6% 140,141 $7.0M
Eclectic Associates Inc. 2.62% Add +0.8% 132,982 $6.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -21.8% 130,169 $6.5M
Websterrogers Financial Advisors, LLC 2.27% Reduce -9.6% 129,676 $6.5M
Kestra Advisory Services, LLC 0.03% Add +146.2% 123,575 $6.2M
Apella Capital, LLC 0.23% Add +9.6% 113,757 $5.7M
Steward Partners Investment Advisory, LLC 0.05% Add +1.1% 111,932 $5.6M
Osaic Holdings, Inc. 0.01% Reduce -0.1% 111,894 $5.6M
Cwm, LLC 0.02% Add +2.5% 106,598 $5.3M
Northwest Capital Management Inc 1.87% No change 103,931 $5.2M
Annapolis Financial Services, LLC 1.50% Reduce -0.0% 101,307 $5.1M
Zazove Associates LLC 9.05% No change 100,000 $5.0M
Pine Harbor Wealth Management, LLC 2.48% Reduce -17.6% 99,864 $5.0M
Cetera Investment Advisers 0.01% Reduce -46.5% 97,593 $4.9M
Advisory Research Inc. 0.81% Reduce -5.2% 91,620 $4.6M
Pitcairn Co. 0.27% New 90,189 $4.5M
Titleist Asset Management, LLC 0.62% Add +8.6% 86,345 $4.3M
Focus Financial Network, Inc. 0.17% Add +0.1% 85,368 $4.3M
CWC Advisors, LLC. 4.09% — 82,805 $4.1M
Kathmere Capital Management, LLC 0.38% Reduce -11.8% 80,646 $4.0M
MML Investors Services, LLC 0.01% Add +4.3% 80,595 $4.0M
Ameritas Advisory Services, LLC 0.17% Add +3.5% 79,195 $4.0M
OneDigital Investment Advisors LLC 0.04% Add +16.3% 78,627 $3.9M
SP Asset Management LLC 0.31% Reduce -3.8% 74,297 $3.7M
Signature Wealth Management Group 1.48% Add +2.5% 73,828 $3.7M
CENTRAL TRUST Co 0.09% Add +92.9% 73,395 $3.7M
Salem Investment Counselors Inc. 0.11% Reduce -4.5% 73,160 $3.7M
Integrated Wealth Concepts LLC 0.04% Add +1.5% 70,343 $3.5M
Enclave Advisors LLC 0.59% — 69,592 $3.5M
Palisades Hudson Asset Management, L.P. 1.44% Add +10.5% 68,406 $3.4M
Morgan Stanley 0.00% Reduce -84.9% 67,680 $3.4M
Mariner, LLC 0.01% Reduce -10.8% 66,835 $3.3M
HTG Investment Advisors, Inc. 1.56% Add +11.5% 66,227 $3.3M
TAGStone Capital, Inc. 1.68% Reduce -2.0% 66,022 $3.3M
Envestnet Asset Management Inc. 0.00% Add +20.2% 65,332 $3.3M
MorganRosel Wealth Management, LLC 1.06% Add +3.4% 64,300 $3.2M
Capital Investment Services of America, Inc. 0.30% Add +6.7% 62,385 $3.1M
Mountain Pacific Investment Advisers LLC 0.21% Reduce -10.8% 61,548 $3.1M
Creative Planning 0.00% Reduce -7.9% 60,854 $3.0M
Chicago Partners Investment Group LLC 0.11% Reduce -43.5% 60,973 $3.0M
Sage Rhino Capital LLC 0.66% Reduce -5.1% 60,066 $3.0M
Chesley Taft & Associates LLC 0.14% Add +13.9% 56,809 $2.8M
Cary Street Partners Investment Advisory LLC 0.10% Add +15.2% 55,977 $2.8M
Kings Path Partners LLC 1.14% Add +3891.8% 54,368 $2.7M
TD Capital Management LLC 0.27% Reduce -10.2% 53,460 $2.7M
Valmark Advisers, Inc. 0.04% Reduce -6.7% 52,851 $2.6M
Joseph Group Capital Management 1.01% Add +0.3% 52,700 $2.6M
Texas Yale Capital Corp. 0.11% Reduce -10.4% 51,160 $2.6M
Equity Investment Corp. 0.06% Reduce -2.5% 50,551 $2.5M
Busey Bank 0.08% No change 50,353 $2.5M
Strategic Investment Solutions, Inc. 0.72% Reduce -3.6% 47,953 $2.4M
Atria Wealth Solutions, Inc. 0.03% Add +21.6% 47,339 $2.4M
Two West Capital Advisors LLC 1.86% Reduce -0.8% 46,057 $2.3M

"% 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 301 holders