Vanguard Ultra Short Bond EtVUSBETF

13F holders, Q1 2025 (March 31)
342holders +25
52new positions
26sold out
3famous investors
$49.94avg. 13F price*

At the end of Q1 2025, 342 institutions reported holding Vanguard Ultra Short Bond Et (VUSB) in their 13F filings, up 25 from Q4 2024. 52 opened new positions and 26 sold out. The largest holders were JPMorgan Chase & Co. ($974.2M), Bramshill Investments, LLC ($99.9M) and Renaissance Technologies ($90.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions52$243.1M
Exits26$14.0M

All 13F filers, Q4 2024 → Q1 2025: 8,120,065 shares bought and 3,067,715 shares sold, net +5,052,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 342 holders

JPMorgan Chase & Co. 0.07% Reduce -7.9% 19,540,758 $974.2M
Bramshill Investments, LLC 10.19% New 2,002,873 $99.9M
Renaissance Technologies 0.14% Add +16.4% 1,812,700 $90.4M
Blue Trust, Inc. 1.10% Add +6.4% 1,726,644 $86.1M
Exchange Traded Concepts, LLC 1.47% New 1,655,384 $82.5M
Bank of America Corp. 0.01% Add +20.6% 1,442,846 $71.9M
Wharton Business Group, LLC 3.12% Reduce -4.4% 1,385,239 $69.1M
Wells Fargo & Company 0.01% Reduce -2.8% 1,131,499 $56.4M
Avion Wealth 13.85% Add +0.1% 1,087,425 $54.0M
LPL Financial LLC 0.02% Add +7.3% 1,001,998 $50.0M
Pacific Center for Financial Services 12.84% Add +7.0% 971,046 $48.4M
HighTower Advisors, LLC 0.06% Add +28.9% 824,747 $41.1M
Alpine Bank Wealth Management 6.32% — 789,644 $39.4M
Red Wave Investments LLC 11.30% Add +5.9% 631,946 $31.5M
Global Wealth Management, LLC 17.09% Add +119.9% 594,103 $29.6M
David Kennon Inc 10.34% Add +11.5% 520,961 $26.0M
Waverly Advisors, LLC 0.26% Reduce -0.3% 425,862 $21.2M
Horizon Kinetics Asset Management LLC 0.23% Add +132.3% 395,341 $19.7M
Fonville Wealth Management LLC 5.61% Add +11.6% 382,034 $19.0M
Focus Partners Wealth 0.05% Reduce -3.7% 372,945 $18.6M
Valtinson Bruner Financial Planning LLC 5.79% New 343,751 $17.1M
Fortis Advisors, LLC 11.16% Reduce -3.5% 343,479 $17.1M
Colony Family Offices, LLC 4.70% Reduce -3.2% 302,379 $15.1M
Clarius Group, LLC 0.95% Add +905.0% 302,741 $15.1M
Raymond James Financial Inc. 0.01% Reduce -7.9% 301,108 $15.0M
Stifel Financial Corp. 0.02% Add +2.9% 294,846 $14.7M
AE Wealth Management LLC 0.12% Add +127.4% 283,009 $14.1M
Mesirow Financial Investment Management, Inc. 0.27% Add +0.9% 280,885 $14.0M
Lowe Brockenbrough & Co. Inc. 0.91% Add +8.2% 276,248 $13.8M
Roberts Wealth Advisors, LLC 4.17% Reduce -9.6% 271,379 $13.5M
Betterment LLC 0.03% Reduce -10.4% 268,160 $13.4M
Commonwealth Equity Services, LLC 0.02% Add +12.0% 265,246 $13.2M
Coyle Financial Counsel LLC 4.01% Add +4.7% 263,442 $13.1M
McClarren Financial Advisors, Inc. 8.49% Reduce -36.3% 158,069 $12.8M
Royal Bank of Canada 0.00% Add +12.3% 215,864 $10.8M
Raffa Wealth Management, LLC 2.39% Reduce -26.7% 210,939 $10.5M
TruWealth Advisors, LLC 0.63% Add +27.3% 208,853 $10.4M
Founders Grove Wealth Partners, LLC 2.87% Add +14.1% 206,326 $10.3M
Kestra Advisory Services, LLC 0.05% Add +13.4% 195,966 $9.8M
Kitching Partners, LLC 11.13% Add +0.6% 193,677 $9.7M
Eclectic Associates Inc. 2.47% Add +42.2% 184,816 $9.2M
SpringVest Wealth Management LLC 7.61% Reduce -8.6% 184,024 $9.2M
Blair William & Co. 0.03% Add +8.4% 175,297 $8.7M
Apella Capital, LLC 0.30% Add +3.3% 173,826 $8.6M
Schulz Wealth, LTD. 6.42% Reduce -9.1% 168,843 $8.4M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -15.4% 166,893 $8.3M
NewEdge Wealth, LLC 0.15% Reduce -47.7% 165,329 $8.2M
Corient Private Wealth LP 0.01% Add +8.8% 164,360 $8.2M
Capital Analysts, LLC 0.30% Reduce -35.8% 163,940 $8.2M
Enclave Advisors LLC 1.30% Add +187.8% 152,576 $7.6M
Kathmere Capital Management, LLC 0.61% Add +28.2% 143,193 $7.1M
Nvwm, LLC 1.88% Reduce -0.4% 141,890 $7.1M
Bank of Montreal 0.00% Reduce -3.0% 138,726 $6.9M
Titleist Asset Management, LLC 0.76% Add +5.7% 132,164 $6.6M
BlueChip Wealth Advisors LLC 3.15% Add +1014.9% 128,607 $6.4M
Cetera Investment Advisers 0.01% Add +35.4% 127,293 $6.3M
Citadel Advisors 0.01% Add +271.5% 122,769 $6.1M
Founders Financial Securities LLC 0.52% New 122,785 $6.1M
Kintayl Capital LP 4.33% No change 120,600 $6.0M
Ashton Thomas Private Wealth, LLC 0.23% New 119,271 $5.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.1% 118,591 $5.9M
Crews Bank & Trust 1.00% Add +1.4% 117,790 $5.9M
MorganRosel Wealth Management, LLC 1.73% Add +74.6% 114,108 $5.7M
Steward Partners Investment Advisory, LLC 0.05% Reduce -7.4% 109,615 $5.5M
Modera Wealth Management, LLC 0.07% Add +0.1% 109,311 $5.4M
Pine Harbor Wealth Management, LLC 2.14% Add +3.6% 107,250 $5.3M
Osaic Holdings, Inc. 0.01% Reduce -13.2% 106,581 $5.3M
Jane Street Group, LLC 0.01% Add +286.9% 104,639 $5.2M
OneDigital Investment Advisors LLC 0.06% Add +9.8% 103,533 $5.2M
Cwm, LLC 0.02% Reduce -3.4% 100,528 $5.0M
Northwest Capital Management Inc 2.06% Reduce -3.4% 100,431 $5.0M
Zazove Associates LLC 9.14% No change 100,000 $5.0M
MML Investors Services, LLC 0.02% Add +8.8% 99,042 $4.9M
CWC Advisors, LLC. 2.70% Add +11.6% 95,027 $4.7M
Mariner, LLC 0.01% Add +16.3% 87,154 $4.3M
Signature Wealth Management Group 1.67% Add +2.1% 86,061 $4.3M
Envestnet Asset Management Inc. 0.00% Add +18.7% 83,546 $4.2M
Websterrogers Financial Advisors, LLC 1.42% Reduce -37.1% 83,423 $4.2M
Focus Financial Network, Inc. 0.17% Reduce -4.4% 81,999 $4.1M
Capital Investment Services of America, Inc. 0.41% Add +11.5% 81,130 $4.0M
Siligmueller & Norvid Wealth Advisors LLC 1.71% Add +2.8% 80,848 $4.0M
Palisades Hudson Asset Management, L.P. 1.81% Add +20.9% 79,871 $4.0M
CENTRAL TRUST Co 0.10% Reduce -28.4% 79,090 $3.9M
Salem Investment Counselors Inc. 0.13% Add +1.8% 77,209 $3.8M
HTG Investment Advisors, Inc. 1.60% Add +10.2% 76,840 $3.8M
Atria Wealth Solutions, Inc. 0.05% Add +53.9% 76,242 $3.8M
SP Asset Management LLC 0.32% Reduce -2.2% 73,916 $3.7M
Pillar Financial Advisors, LLC 2.74% Add +0.9% 73,814 $3.7M
Integrated Wealth Concepts LLC 0.04% Add +1.5% 70,503 $3.5M
MAI Capital Management 0.03% Reduce -1.2% 69,805 $3.5M
Fischer Financial Services, Inc. 1.11% Add +237.9% 69,395 $3.5M
Chicago Partners Investment Group LLC 0.11% Add +11.9% 67,926 $3.4M
Pitcairn Co. 0.20% New 65,155 $3.2M
Cary Street Partners Financial LLC 0.10% Reduce -0.2% 64,466 $3.2M
Aberdeen Wealth Management LLC 2.18% Reduce -8.2% 63,423 $3.2M
Chesley Taft & Associates LLC 0.15% Add +3.7% 61,355 $3.1M
Avidian Wealth Enterprises, LLC 0.14% Reduce -7.8% 60,801 $3.0M
Creative Planning 0.00% Reduce -4.5% 60,670 $3.0M
TD Capital Management LLC 0.31% Add +6.4% 60,589 $3.0M
AlphaCore Capital LLC 0.25% New 60,000 $3.0M

"% 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 342 holders