Vanguard Ultra Short Bond EtVUSBETF
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $12.9M |
| Exits | 19 | $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.