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
Essential Planning, LLC. 0.01% New 43,681 $2.2M
Two West Capital Advisors LLC 1.78% Reduce -8.9% 41,948 $2.1M
Partners Capital Investment Group, LLP 0.06% No change 40,812 $2.0M
Compass Financial Group, Inc. 0.96% Reduce -0.7% 40,432 $2.0M
HB Wealth Management, LLC 0.02% Add +16.0% 39,749 $2.0M
New Capital Management LP 0.57% Reduce -0.7% 39,460 $2.0M
Roble, Belko & Company, Inc 0.31% Reduce -3.3% 38,790 $1.9M
TrueWealth Financial Partners 1.19% No change 38,672 $1.9M
HBW Advisory Services LLC 0.20% Add +3.6% 38,442 $1.9M
Leeward Financial Partners, LLC 0.66% Add +49.7% 37,541 $1.9M
Mills Wealth Advisors LLC 1.06% Add +61.2% 37,496 $1.9M
MontVue Capital Management, Inc. 1.42% Reduce -4.1% 37,461 $1.9M
Chatham Capital Group, Inc. 0.30% Add +1.4% 36,630 $1.8M
Bouchey Financial Group, Ltd. 0.16% Reduce -19.0% 36,574 $1.8M
Naples Global Advisors, LLC 0.17% Reduce -4.0% 35,800 $1.8M
Prudent Man Investment Management, Inc. 0.97% — 35,315 $1.8M
Aspiriant, LLC 0.06% Add +0.7% 35,190 $1.7M
Peapack Gladstone Financial Corp. 0.02% Add +103.7% 34,215 $1.7M
Boston Family Office LLC 0.12% New 34,006 $1.7M
Joseph Group Capital Management 0.66% Reduce -35.5% 33,998 $1.7M
Sanctuary Advisors, LLC 0.01% Add +0.5% 33,082 $1.6M
Citadel Advisors 0.00% Reduce -92.8% 33,050 $1.6M
Signal Tree Financial Partners LLC 1.90% — 32,592 $1.6M
Clearwater Capital Advisors, LLC 0.16% Add +20.2% 31,946 $1.6M
GatePass Capital, LLC 1.73% — 31,500 $1.6M
Avior Wealth Management, LLC 0.06% Add +665.5% 31,203 $1.5M
Warwick Investment Management, Inc. 0.31% Add +12.6% 30,784 $1.5M
Belpointe Asset Management LLC 0.09% Add +19.6% 30,559 $1.5M
Camarda Financial Advisors, LLC 0.57% Add +7.3% 30,392 $1.5M
Clarius Group, LLC 0.10% Add +17.9% 30,122 $1.5M
Cahill Financial Advisors Inc. 0.20% Reduce -16.8% 29,463 $1.5M
Applied Capital LLC 0.72% Reduce -17.1% 28,132 $1.4M
Verus Financial Partners, Inc. 0.16% Add +5.0% 28,065 $1.4M
Willow Creek Wealth Management Inc. 0.14% Reduce -5.3% 27,158 $1.3M
Jane Street Group, LLC 0.00% Add +11.0% 27,046 $1.3M
Ballew Advisors, Inc 0.84% Add +0.3% 26,362 $1.3M
Beese Fulmer Investment Management, Inc. 0.11% No change 25,570 $1.3M
Infinity Wealth Counsel, LLC 1.35% — 25,506 $1.3M
WealthPlan Investment Management, LLC 0.12% New 25,183 $1.2M
Intrepid Family Office LLC 1.31% — 25,000 $1.2M
Legacy Solutions, LLC 1.31% — 24,283 $1.2M
Dorsey & Whitney Trust CO LLC 0.07% No change 24,212 $1.2M
EverSource Wealth Advisors, LLC 0.07% New 24,172 $1.2M
Lebenthal Global Advisors, LLC 0.22% Reduce -1.8% 23,847 $1.2M
Morgan Stanley 0.00% Reduce -65.0% 23,677 $1.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +14.8% 23,445 $1.2M
Willis Johnson & Associates, Inc. 0.09% Reduce -33.0% 23,301 $1.2M
Capital Square, LLC 0.66% Reduce -0.1% 23,201 $1.2M
Manchester Capital Management LLC 0.13% No change 22,830 $1.1M
Hager Investment Management Services, LLC 0.70% — 22,495 $1.1M
Outlook Wealth Advisors, LLC 0.31% Add +0.3% 21,942 $1.1M
Ameritas Advisory Services, LLC 0.04% Reduce -72.4% 21,847 $1.1M
Convergence Financial, LLC 0.22% New 21,759 $1.1M
Klingenstein Fields & Co. LP 0.04% Add +5.4% 21,642 $1.1M
TriaGen Wealth Management LLC 0.36% Reduce -0.8% 21,373 $1.1M
Advisory Research Inc. 0.18% Reduce -76.8% 21,243 $1.1M
Benjamin Edwards Inc. 0.01% Add +10.3% 20,670 $1.0M
Fischer Financial Services, Inc. 0.32% — 20,535 $1.0M
Mainsail Asset Management, LLC 0.67% Add +19.1% 19,360 $961K
CGC Financial Services, LLC 0.38% Reduce -1.2% 19,099 $948K
Regatta Capital Group, LLC 0.18% Reduce -29.5% 18,551 $921K
Northwest Wealth Management, LLC 0.19% Reduce -34.7% 18,343 $910K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -34.7% 18,343 $910K
WESCAP Management Group, Inc. 0.22% Reduce -13.2% 17,885 $887K
Ballentine Capital Advisors, Inc 0.46% Reduce -10.0% 17,723 $879K
SOL Capital Management CO 0.10% Add +2.0% 17,650 $876K
Evanson Asset Management, LLC 0.06% Reduce -3.4% 17,300 $858K
Core Wealth Advisors, Inc. 0.28% Add +13.2% 17,285 $858K
Gladstone Institutional Advisory LLC 0.04% Reduce -2.8% 17,082 $848K
Cardiff Park Advisors, LLC 0.08% Add +21.1% 16,864 $837K
Kestra Private Wealth Services, LLC 0.01% Add +2.3% 16,533 $820K
Triton Financial Group Inc 0.50% Add +0.6% 16,134 $801K
Ruedi Wealth Management, Inc. 0.25% Reduce -3.9% 15,954 $792K
Napatree Capital LLC 0.44% Reduce -1.9% 15,234 $756K
Compass Financial Group, INC 0.14% Add +7.3% 15,233 $756K
CJM Wealth Advisers, Ltd. 0.25% New 15,112 $750K
Life Planning Partners, Inc 0.67% Reduce -2.7% 14,683 $729K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -25.9% 13,985 $694K
Root Financial Partners, LLC 0.09% Add +107.9% 13,982 $694K
Alkeme Wealth, LLC 0.32% Add +24.5% 13,896 $690K
Latitude Advisors, LLC 0.39% Add +4.0% 13,821 $686K
Cutler Investment Counsel LLC 0.09% No change 13,766 $683K
Laidlaw Wealth Management LLC 0.29% Reduce -1.5% 13,559 $673K
Patriot Investment Management Group, Inc. 0.05% Add +1.0% 13,462 $668K
Lakewood Asset Management LLC 0.46% Add +2.6% 13,382 $664K
Cypress Point Wealth Management, LLC 0.20% Add +4.8% 13,226 $656K
Peak Asset Management, LLC 0.12% No change 12,662 $628K
Janney Montgomery Scott LLC 0.00% Reduce -1.9% 12,593 $625K
William Howard & Co Financial Advisors Inc 0.56% No change 12,476 $619K
WBH Advisory Inc. 0.06% Reduce -18.8% 12,269 $609K
Ausdal Financial Partners, Inc. 0.05% Reduce -17.1% 12,228 $607K
Life Line Wealth Management LLC 0.21% Add +1.7% 11,976 $594K
Orion Porfolio Solutions, LLC 0.01% Reduce -0.9% 11,903 $591K
Orion Portfolio Solutions, LLC 0.01% Reduce -0.9% 11,903 $591K
Lowery Thomas, LLC 0.38% New 11,597 $575K
BlueChip Wealth Advisors LLC 0.32% Add +58.5% 11,535 $572K
Gradient Capital Advisors, LLC 0.17% Reduce -32.3% 10,821 $537K
Beaird Harris Wealth Management, LLC 0.04% Add +4.1% 10,191 $506K
Keel Point, LLC 0.04% Reduce -2.1% 10,120 $502K
CWA Asset Management Group, LLC 0.03% New 10,101 $501K
Per Stirling Capital Management, LLC. 0.07% Add +15.6% 9,975 $495K
Private Advisor Group, LLC 0.00% Reduce -18.0% 9,528 $473K
Tiaa Trust, National Association 0.00% Reduce -49.5% 9,324 $463K
Apexium Financial, LP 0.03% No change 9,270 $460K
Savant Capital, LLC 0.00% Add +0.9% 9,146 $454K
Christensen, King & Associates Investment Services, Inc. 0.21% Add +5.8% 9,094 $451K
Planning Directions Inc. 0.26% Reduce -62.8% 8,903 $442K
Kraft, Davis & Associates, LLC 0.12% Reduce -26.0% 8,739 $434K
SAM Advisors, LLC 0.16% Add +23.1% 8,717 $433K
Brasada Capital Management, LP 0.08% Reduce -18.7% 8,690 $431K
Farther Finance Advisors, LLC 0.02% Add +35.0% 8,676 $430K
GSG Advisors LLC 0.14% Reduce -26.4% 8,648 $429K
Culbertson A N & Co. Inc. 0.07% No change 8,600 $427K
Fortis Group Advisors, LLC 0.08% Reduce -70.1% 8,475 $421K
Allegheny Financial Group 0.11% No change 8,346 $414K
Wingate Wealth Advisors, Inc. 0.40% — 8,220 $408K
SJS Investment Consulting Inc. 0.07% Reduce -7.9% 7,984 $396K
Equitable Holdings, Inc. 0.00% No change 7,952 $395K
Anson Capital, Inc. 0.34% Reduce -94.4% 7,857 $390K
Greenspring Advisors, LLC 0.08% Add +27.7% 7,486 $371K
Wealth Management Associates, Inc. 0.16% Add +24.2% 7,450 $370K
Market Street Wealth Management Advisors LLC 0.06% Reduce -8.8% 7,422 $368K
Susquehanna International Group, LLP 0.00% Reduce -79.2% 7,395 $367K
SignalPoint Asset Management, LLC 0.08% Reduce -38.9% 6,992 $347K
Hanover Advisors Inc. 0.14% Reduce -0.4% 6,901 $342K
Prime Capital Investment Advisors, LLC 0.00% Add +1.7% 6,740 $334K
Wesbanco Bank Inc. 0.01% Add +2.6% 6,697 $332K
Curi Capital, LLC 0.01% No change 6,574 $326K
NorthCoast Asset Management LLC 0.00% Reduce -6.3% 6,560 $326K
WNY Asset Management, LLC 0.04% Add +0.3% 6,526 $324K
Burton Enright Welch 0.07% Add +2.5% 6,519 $323K
Bath Savings Trust Co 0.03% Add +4.1% 6,400 $318K
Kings Path Partners LLC 0.13% Reduce -88.3% 6,354 $315K
Family CFO Inc 0.17% No change 6,320 $314K
Grant Street Asset Management, Inc. 0.08% Reduce -28.3% 6,181 $307K
Robinson Smith Wealth Advisors LLC 0.25% No change 5,858 $291K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 5,810 $288K
Diversify Wealth Management, LLC 0.02% Reduce -0.4% 5,712 $284K
RHS Financial, LLC 0.14% Reduce -11.2% 5,481 $272K
Allworth Financial LP 0.00% Reduce -3.5% 5,361 $267K
Pathstone Holdings, LLC 0.00% Reduce -68.1% 5,242 $260K
PNC Financial Services Group, Inc. 0.00% No change 5,135 $255K
Inspirion Wealth Advisors, LLC 0.04% Add +1.3% 5,063 $251K
Quadrant Private Wealth Management, LLC 0.06% New 5,036 $250K
Hopwood Financial Services, Inc. 0.19% — 5,000 $248K
Strid Group, LLC 0.04% Add +0.2% 4,962 $246K
Mutual Advisors, LLC 0.01% New 4,929 $245K
Curio Wealth, LLC 0.13% — 4,938 $245K
Zhang Financial LLC 0.01% New 4,918 $244K
Murphy Pohlad Asset Management LLC 0.10% No change 4,866 $241K
Cerity Partners LLC 0.00% Reduce -7.8% 4,828 $240K
HBK Sorce Advisory LLC 0.01% New 4,823 $239K
Robinswood Financial LLC 0.09% Add +0.4% 4,725 $234K
CFS Investment Advisory Services, LLC 0.02% Add +5.9% 4,704 $233K
Fairview Capital Investment Management, LLC 0.01% Reduce -17.7% 4,650 $231K
Olde Wealth Management, LLC 0.08% Reduce -5.0% 4,649 $230K
Pettyjohn, Wood & White, Inc. 0.04% No change 4,538 $225K
Berkeley Capital Partners, LLC 0.06% Add +0.1% 4,522 $224K
Townsquare Capital LLC 0.00% Reduce -17.8% 4,512 $224K
Chandler Asset Management, Inc. 0.04% Reduce -15.6% 4,365 $217K
Rappaport Reiches Capital Management, LLC 0.06% No change 4,295 $213K
Plum Street Advisors, LLC 0.10% Add +2.0% 4,246 $211K
Investment Advisory Group, LLC 0.07% Add +0.2% 4,233 $210K
Hummer Financial Advisory Services Inc 0.16% No change 4,200 $208K
CVA Family Office, LLC 0.03% No change 4,172 $207K
Baird Financial Group, Inc. 0.00% No change 4,156 $206K
Smartleaf Asset Management LLC 0.02% New 4,157 $206K
Allen Investment Management, LLC 0.00% No change 4,089 $203K
Financial Management Professionals, Inc. 0.02% Reduce -98.5% 3,812 $189K
Comerica Bank 0.00% Reduce -5.5% 3,504 $174K
AdvisorNet Financial, Inc 0.01% Reduce -4.0% 3,201 $159K
Blume Capital Management, Inc. 0.03% No change 2,819 $140K
McIlrath & Eck, LLC 0.02% No change 2,774 $138K
US Bancorp \de 0.00% No change 2,750 $136K
TD Waterhouse Canada Inc. 0.00% Reduce -19.8% 2,621 $130K
Principal Securities, Inc. 0.00% No change 2,408 $119K
Anchor Investment Management, LLC 0.01% Add +1.7% 2,263 $112K
Jones Financial Companies LLLP 0.00% Add +69.6% 2,250 $112K
Northwestern Mutual Wealth Management Co. 0.00% Add +35.0% 2,100 $104K
Crewe Advisors LLC 0.01% No change 2,034 $101K
LGT Financial Advisors LLC 0.22% No change 2,000 $99K
Harbor Investment Advisory, LLC 0.01% No change 1,713 $85K
AllSquare Wealth Management LLC 0.05% Reduce -11.6% 1,601 $79K
Creekmur Asset Management LLC 0.02% No change 1,574 $78K
Graney & King, LLC 0.06% — 1,524 $76K
Private Trust Co. NA 0.01% Add +50.8% 1,508 $75K
VSM Wealth Advisory, LLC 0.02% — 1,383 $69K
Creative Financial Designs Inc. 0.01% No change 1,350 $67K
Rothschild Investment LLC 0.00% New 1,141 $57K
Financial Perspectives, Inc 0.02% No change 1,017 $50K
Parallel Advisors, LLC 0.00% No change 1,015 $50K
Eagle Bay Advisors LLC 0.03% Reduce -9.9% 911 $45K
First PREMIER Bank 0.01% No change 900 $45K
Federation des caisses Desjardins du Quebec 0.00% No change 857 $43K
Cyrus J. Lawrence, LLC 0.01% New 852 $42K
2UniFi Bank 0.02% — 744 $37K
Rialto Wealth Management, LLC 0.01% — 680 $34K
St Germain D J Co. Inc. 0.00% No change 666 $33K
National Bank of Canada 0.00% No change 632 $31K
North Star Investment Management Corp. 0.00% Reduce -24.6% 593 $29K
Ancora Advisors LLC 0.00% No change 509 $25K
IFP Advisors, Inc 0.00% Reduce -77.0% 446 $22K
Lam Group, Inc. 0.01% Add +1.3% 403 $20K
Olistico Wealth, LLC 0.01% Reduce -5.0% 343 $17K
CIBC Private Wealth Group LLC 0.00% New 321 $16K
Sound Income Strategies, LLC 0.00% No change 306 $15K
Hexagon Capital Partners LLC 0.00% No change 283 $14K
Accredited Wealth Management, LLC 0.01% — 260 $13K
Hanson & Doremus Investment Management 0.00% New 221 $11K
Pinnacle Bancorp, Inc. 0.00% No change 200 $10K
Whittier Trust Co. of Nevada Inc. 0.00% No change 200 $10K
Signaturefd, LLC 0.00% Add +895.0% 199 $10K
Centerpoint Advisors, LLC 0.00% No change 63 $3K
Coppell Advisory Solutions LLC 0.00% Reduce -98.2% 55 $3K
GPS Wealth Strategies Group, LLC 0.00% New 51 $3K
Geneos Wealth Management Inc. 0.00% No change 33 $2K
FMR LLC 0.00% New 1 $50

"% 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.