Vanguard Ultra Short Bond EtVUSBETF

13F holders, Q4 2024 (December 31)
317holders +16
22new positions
26sold out
2famous investors
$49.63avg. 13F price*

At the end of Q4 2024, 317 institutions reported holding Vanguard Ultra Short Bond Et (VUSB) in their 13F filings, up 16 from Q3 2024. 22 opened new positions and 26 sold out. The largest holders were JPMorgan Chase & Co. ($1.1B), Blue Trust, Inc. ($80.5M) and Renaissance Technologies ($77.3M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions22$20.2M
Exits26$55.2M

All 13F filers, Q3 2024 → Q4 2024: 4,721,948 shares bought and 2,846,862 shares sold, net +1,875,086 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 317 holders

JPMorgan Chase & Co. 0.08% Add +12.2% 21,226,142 $1.1B
Blue Trust, Inc. 1.03% Add +4.8% 1,622,890 $80.5M
Renaissance Technologies 0.11% Add +3.9% 1,557,700 $77.3M
Wharton Business Group, LLC 3.25% Reduce -2.1% 1,449,479 $71.9M
Bank of America Corp. 0.01% Add +30.2% 1,196,728 $59.4M
Wells Fargo & Company 0.01% Add +22.6% 1,164,184 $57.8M
Avion Wealth 13.85% Add +7.2% 1,086,820 $53.9M
LPL Financial LLC 0.02% Add +1.8% 933,444 $46.3M
Pacific Center for Financial Services 11.59% Add +13.8% 907,753 $45.0M
HighTower Advisors, LLC 0.04% Add +16.2% 639,879 $31.8M
Red Wave Investments LLC 10.36% Add +6.0% 596,899 $29.6M
David Kennon Inc 9.15% Add +4.5% 467,321 $23.2M
Waverly Advisors, LLC 0.33% Reduce -0.0% 427,027 $21.2M
Focus Partners Wealth 0.05% Reduce -0.6% 387,108 $19.2M
Fortis Advisors, LLC 11.59% Add +0.5% 355,798 $17.7M
Fonville Wealth Management LLC 5.61% Add +18.4% 342,415 $17.0M
Raymond James Financial Inc. 0.01% — 326,964 $16.2M
NewEdge Wealth, LLC 0.27% Reduce -10.3% 316,120 $15.7M
Colony Family Offices, LLC 4.87% Reduce -14.0% 312,299 $15.5M
Roberts Wealth Advisors, LLC 4.53% Add +56.8% 300,176 $14.9M
Betterment LLC 0.04% Add +2.4% 299,138 $14.8M
Raffa Wealth Management, LLC 3.32% Reduce -10.9% 287,940 $14.3M
Stifel Financial Corp. 0.01% Add +3.4% 286,617 $14.2M
Mesirow Financial Investment Management, Inc. 0.27% Reduce -0.4% 278,418 $13.8M
Global Wealth Management, LLC 8.56% Reduce -6.7% 270,124 $13.4M
Capital Analysts, LLC 0.51% Reduce -30.6% 255,510 $12.7M
Lowe Brockenbrough & Co. Inc. 0.81% Add +15.2% 255,324 $12.7M
Coyle Financial Counsel LLC 3.95% Add +8.3% 251,747 $12.5M
McClarren Financial Advisors, Inc. 34.55% Add +104.5% 248,094 $12.3M
Commonwealth Equity Services, LLC 0.02% Add +17.6% 236,856 $11.8M
SpringVest Wealth Management LLC 8.56% — 201,421 $10.0M
Bray Capital Advisors 2.69% Reduce -0.1% 200,400 $9.9M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -9.0% 197,205 $9.8M
Kitching Partners, LLC 12.26% Add +0.9% 192,536 $9.6M
Royal Bank of Canada 0.00% Add +4.1% 192,279 $9.5M
Schulz Wealth, LTD. 7.08% Reduce -6.2% 185,743 $9.2M
Founders Grove Wealth Partners, LLC 2.60% — 180,904 $9.0M
Kestra Advisory Services, LLC 0.05% Add +39.8% 172,742 $8.6M
Horizon Kinetics Asset Management LLC 0.11% Reduce -2.3% 170,200 $8.4M
Apella Capital, LLC 0.32% Add +47.9% 168,224 $8.3M
TruWealth Advisors, LLC 0.49% Add +13.1% 164,030 $8.1M
Blair William & Co. 0.02% Reduce -0.2% 161,748 $8.0M
Corient Private Wealth LP 0.01% Reduce -30.2% 151,104 $7.5M
Bank of Montreal 0.00% Reduce -0.4% 142,948 $7.1M
Nvwm, LLC 1.78% Reduce -5.7% 142,461 $7.1M
Websterrogers Financial Advisors, LLC 2.29% Add +2.3% 132,640 $6.6M
Eclectic Associates Inc. 1.91% Reduce -2.3% 129,990 $6.5M
Titleist Asset Management, LLC 0.71% Add +44.8% 125,056 $6.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.0% 125,022 $6.2M
AE Wealth Management LLC 0.05% Reduce -15.6% 124,443 $6.2M
Osaic Holdings, Inc. 0.01% Add +9.8% 122,842 $6.1M
Kintayl Capital LP 5.55% — 120,600 $6.0M
Steward Partners Investment Advisory, LLC 0.05% Add +5.7% 118,339 $5.9M
Crews Bank & Trust 0.97% — 116,158 $5.8M
Kathmere Capital Management, LLC 0.50% Add +38.5% 111,676 $5.5M
CENTRAL TRUST Co 0.13% Add +50.6% 110,538 $5.5M
Modera Wealth Management, LLC 0.07% Add +480.1% 109,210 $5.4M
Cwm, LLC 0.02% Reduce -2.4% 104,027 $5.2M
Northwest Capital Management Inc 2.21% No change 103,931 $5.2M
Pine Harbor Wealth Management, LLC 2.07% Add +3.7% 103,556 $5.1M
Zazove Associates LLC 9.10% No change 100,000 $5.0M
OneDigital Investment Advisors LLC 0.05% Add +20.0% 94,332 $4.7M
Cetera Investment Advisers 0.01% Reduce -3.6% 94,043 $4.7M
MML Investors Services, LLC 0.02% Add +13.0% 91,045 $4.5M
Focus Financial Network, Inc. 0.17% Add +0.5% 85,752 $4.3M
CWC Advisors, LLC. 4.21% Add +2.8% 85,140 $4.2M
Signature Wealth Management Group 1.68% Add +14.2% 84,307 $4.2M
Siligmueller & Norvid Wealth Advisors LLC 1.66% — 78,657 $3.9M
Salem Investment Counselors Inc. 0.12% Add +3.7% 75,851 $3.8M
SP Asset Management LLC 0.31% Add +1.7% 75,544 $3.7M
Mariner, LLC 0.01% Add +12.2% 74,960 $3.7M
Pillar Financial Advisors, LLC 2.78% — 73,137 $3.6M
Capital Investment Services of America, Inc. 0.34% Add +16.7% 72,785 $3.6M
MAI Capital Management 0.03% New 70,645 $3.5M
Envestnet Asset Management Inc. 0.00% Add +7.7% 70,382 $3.5M
HTG Investment Advisors, Inc. 1.58% Add +5.3% 69,728 $3.5M
Integrated Wealth Concepts LLC 0.04% Reduce -1.3% 69,432 $3.4M
Aberdeen Wealth Management LLC 2.35% New 69,068 $3.4M
Palisades Hudson Asset Management, L.P. 1.38% Reduce -3.4% 66,079 $3.3M
Avidian Wealth Enterprises, LLC 0.15% Add +82.6% 65,954 $3.3M
MorganRosel Wealth Management, LLC 1.06% Add +1.6% 65,361 $3.2M
Cary Street Partners Financial LLC 0.10% — 64,592 $3.2M
Creative Planning 0.00% Add +4.4% 63,555 $3.2M
TAGStone Capital, Inc. 1.54% Reduce -4.3% 63,193 $3.1M
Chicago Partners Investment Group LLC 0.10% Reduce -0.4% 60,705 $3.0M
Chesley Taft & Associates LLC 0.14% Add +4.2% 59,166 $2.9M
Sage Rhino Capital LLC 0.63% Reduce -3.1% 58,223 $2.9M
TD Capital Management LLC 0.29% Add +6.5% 56,944 $2.8M
Mountain Pacific Investment Advisers LLC 0.19% Reduce -9.6% 55,648 $2.8M
Elser Financial Planning, Inc 0.16% New 55,033 $2.7M
Enclave Advisors LLC 0.43% Reduce -23.8% 53,010 $2.6M
Texas Yale Capital Corp. 0.10% Reduce -0.4% 50,960 $2.5M
U.S. Capital Wealth Advisors, LLC 0.08% Add +33.5% 50,817 $2.5M
Busey Bank 0.08% No change 50,353 $2.5M
Atria Wealth Solutions, Inc. 0.03% Add +4.6% 49,527 $2.5M
Valmark Advisers, Inc. 0.04% Reduce -7.0% 49,149 $2.4M
Strategic Investment Solutions, Inc. 0.80% Reduce -8.2% 44,044 $2.4M
Rockefeller Capital Management L.P. 0.01% Add +33.9% 46,197 $2.3M
CWS Financial Advisors, LLC 0.74% Add +6.9% 46,008 $2.3M
Equity Investment Corp. 0.05% Reduce -9.8% 45,600 $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 317 holders