Vanguard Ultra Short Bond EtVUSBETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 474 institutions reported holding Vanguard Ultra Short Bond Et (VUSB) in their 13F filings, up 38 from Q4 2025. 63 opened new positions and 22 sold out. The largest holders were JPMorgan Chase & Co. ($1.3B), Adventist Health System Sunbelt Healthcare Corp. ($438.4M) and Wells Fargo & Company ($179.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Ultra Short Bond Et
- CUSIP
- 92203C303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $630.7M |
| Exits | 22 | $20.6M |
All 13F filers, Q4 2025 → Q1 2026: 22,131,151 shares bought and 2,041,309 shares sold, net +20,089,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 474 holders
| JPMorgan Chase & Co. | 0.09% | Add +0.4% | 25,175,463 | $1.3B |
| Adventist Health System Sunbelt Healthcare Corp. | 15.34% | New | 8,806,000 | $438.4M |
| Wells Fargo & Company | 0.04% | Add +26.9% | 3,613,292 | $179.9M |
| Bramshill Investments, LLC | 13.30% | Reduce -1.8% | 3,101,884 | $154.4M |
| Bank of America Corp. | 0.01% | Reduce -8.3% | 2,990,293 | $148.9M |
| Kensington Asset Management, LLC | 7.74% | Add +158.1% | 2,853,597 | $142.1M |
| LPL Financial LLC | 0.03% | Add +25.6% | 2,526,786 | $125.8M |
| Blue Trust, Inc. | 1.14% | Add +3.3% | 2,008,209 | $100.0M |
| HighTower Advisors, LLC | 0.09% | Add +8.7% | 1,759,740 | $87.6M |
| Avion Wealth | 14.74% | Add +9.3% | 1,431,950 | $71.3M |
| Wharton Business Group, LLC | 2.68% | Add +0.4% | 1,424,204 | $70.9M |
| Pacific Center for Financial Services | 14.19% | Add +12.2% | 1,123,799 | $55.9M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +165934.9% | 893,268 | $44.3M |
| Clearstead Advisors, LLC | 0.40% | New | 881,609 | $43.8M |
| Charter Oak Capital Management, LLC | 3.37% | Add +50.9% | 872,856 | $43.5M |
| Raymond James Financial Inc. | 0.01% | Add +19.9% | 833,617 | $41.5M |
| Royal Bank of Canada | 0.01% | Add +56.7% | 696,300 | $34.7M |
| Red Wave Investments LLC | 9.82% | Add +1.0% | 660,081 | $32.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +22.7% | 646,922 | $32.2M |
| Capital Advisors Inc. | 0.46% | New | 580,847 | $28.9M |
| Fortitude Advisory Group L.L.C. | 12.29% | Add +7.9% | 548,519 | $27.3M |
| 55 North Private Wealth, LLC | 6.72% | Add +1.9% | 527,010 | $26.2M |
| Waverly Advisors, LLC | 0.19% | Add +27.4% | 521,180 | $25.9M |
| Raffa Wealth Management, LLC | 3.85% | Add +8.9% | 495,682 | $24.7M |
| Fonville Wealth Management LLC | 4.69% | Add +2.4% | 494,490 | $24.6M |
| Alpha Omega Wealth Management LLC | 3.97% | Add +2.3% | 491,571 | $24.5M |
| MML Investors Services, LLC | 0.07% | Add +0.1% | 481,143 | $24.0M |
| Spectrum Asset Management, Inc. (NB/CA) | 7.38% | Add +3.1% | 466,556 | $23.2M |
| Advisory Services Network, LLC | 0.31% | Add +458.4% | 463,552 | $23.1M |
| Global Wealth Management, LLC | 11.95% | Add +16.1% | 440,250 | $21.9M |
| Lowe Brockenbrough & Co. Inc. | 1.08% | Add +6.4% | 435,003 | $21.7M |
| Titleist Asset Management, LLC | 1.56% | Add +16.6% | 416,126 | $20.7M |
| Nkcfo LLC | 5.96% | Add +9.3% | 403,600 | $20.1M |
| Eagle Capital Management, LLC | 7.65% | Reduce -4.4% | 389,904 | $19.4M |
| M Holdings Securities, Inc. | 1.27% | Add +208.7% | 378,989 | $18.8M |
| Coyle Financial Counsel LLC | 3.90% | Add +2.2% | 369,912 | $18.4M |
| Osaic Holdings, Inc. | 0.03% | Add +27.3% | 365,235 | $18.2M |
| David Kennon Inc | 6.43% | Reduce -8.2% | 360,196 | $17.9M |
| Capital Advantage, Inc. | 2.26% | New | 347,908 | $17.3M |
| Stifel Financial Corp. | 0.02% | Add +14.3% | 346,011 | $17.2M |
| Valtinson Bruner Financial Planning LLC | 4.66% | Reduce -1.2% | 340,381 | $16.9M |
| Horizon Kinetics Asset Management LLC | 0.18% | Reduce -1.0% | 339,054 | $16.9M |
| Calder Financial LLC | 16.27% | Reduce -0.2% | 330,287 | $16.4M |
| TruWealth Advisors, LLC | 0.78% | Add +15.6% | 326,580 | $16.3M |
| Citadel Advisors | 0.01% | New | 319,608 | $15.9M |
| IHT Wealth Management, LLC | 0.36% | Add +150.9% | 312,143 | $15.5M |
| McClarren Financial Advisors, Inc. | 9.13% | Add +288.2% | 309,795 | $15.4M |
| AE Wealth Management LLC | 0.08% | Add +64.4% | 305,294 | $15.2M |
| Eclectic Associates Inc. | 2.02% | Add +45.0% | 305,236 | $15.2M |
| Cetera Investment Advisers | 0.02% | Add +38.9% | 301,213 | $15.0M |
| BlueChip Wealth Advisors LLC | 6.47% | Add +24.2% | 295,906 | $14.7M |
| Mariner, LLC | 0.02% | Add +107.9% | 276,542 | $13.8M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -3.8% | 272,834 | $13.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +3.5% | 271,655 | $13.5M |
| Chicago Partners Investment Group LLC | 0.30% | Add +107.7% | 264,935 | $13.2M |
| Founders Grove Wealth Partners, LLC | 2.98% | Add +7.2% | 263,552 | $13.1M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +90.2% | 260,296 | $13.0M |
| Jane Street Group, LLC | 0.01% | New | 257,480 | $12.8M |
| Captrust Financial Advisors | 0.02% | Reduce -8.0% | 256,491 | $12.8M |
| Blom & Howell Financial Planning, Inc. | 12.38% | Reduce -9.9% | 253,177 | $12.6M |
| Focus Partners Wealth | 0.01% | Reduce -7.6% | 247,177 | $12.3M |
| CFO4Life Group, LLC | 1.86% | Reduce -17.4% | 244,431 | $12.2M |
| Kitching Partners, LLC | 10.92% | Add +7.9% | 237,944 | $11.8M |
| Colony Family Offices, LLC | 2.90% | Reduce -5.3% | 236,582 | $11.8M |
| CWC Advisors, LLC. | 5.56% | Add +135.6% | 234,837 | $11.7M |
| Leeward Financial Partners, LLC | 3.27% | Add +41.4% | 221,038 | $11.0M |
| Harbour Investment Management LLC | 5.68% | Add +48.4% | 210,161 | $10.5M |
| SpringVest Wealth Management LLC | 6.79% | Reduce -1.9% | 199,806 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -31.0% | 196,931 | $9.8M |
| HTG Investment Advisors, Inc. | 2.75% | Add +57.3% | 193,730 | $9.6M |
| Keynote Financial Services LLC | 4.74% | Add +20.6% | 177,582 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.4% | 174,017 | $8.7M |
| Blair William & Co. | 0.02% | Reduce -1.1% | 172,722 | $8.6M |
| Nvwm, LLC | 1.83% | Add +4.8% | 164,962 | $8.2M |
| Warwick Investment Management, Inc. | 1.18% | Add +195.8% | 163,530 | $8.1M |
| Rothschild Wealth LLC | 0.74% | Reduce -13.2% | 163,434 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.0% | 162,850 | $8.1M |
| Crews Bank & Trust | 1.14% | Add +18.1% | 157,446 | $7.8M |
| Apella Capital, LLC | 0.12% | Reduce -2.3% | 155,608 | $7.8M |
| Everett Harris & Co. | 0.09% | Add +5.6% | 147,250 | $7.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +3.2% | 147,088 | $7.3M |
| Spectrum Planning & Advisory Services Inc. | 3.50% | New | 142,021 | $7.1M |
| Signature Wealth Management Group | 2.68% | Reduce -1.4% | 141,911 | $7.1M |
| DeLarme Wealth Management, Inc. | 4.28% | Add +3.0% | 133,611 | $6.7M |
| Founders Financial Securities LLC | 0.37% | Add +21.1% | 131,410 | $6.5M |
| Harpswell Capital Advisors, LLC | 4.84% | Add +58.8% | 130,455 | $6.5M |
| Beaumont Asset Management, L.L.C. | 2.89% | New | 128,881 | $6.4M |
| Corient Private Wealth LP | 0.01% | Add +3.6% | 119,537 | $6.0M |
| Tower Research Capital LLC (TRC) | 0.15% | New | 119,216 | $5.9M |
| Evanson Asset Management, LLC | 0.32% | Add +48.7% | 118,370 | $5.9M |
| Pine Harbor Wealth Management, LLC | 1.75% | Add +5.2% | 117,622 | $5.9M |
| Verus Capital Partners, LLC | 0.40% | Add +18.8% | 117,388 | $5.8M |
| Nicolet Bankshares Inc. | 0.21% | New | 116,901 | $5.8M |
| 49 Wealth Management, LLC | 0.42% | New | 113,737 | $5.7M |
| Capital Analysts, LLC | 0.15% | Reduce -11.6% | 112,231 | $5.6M |
| Relyea Zuckerberg Hanson LLC | 0.54% | Add +16.4% | 108,095 | $5.4M |
| Paragon Private Wealth Management, LLC | 1.62% | Add +6.3% | 104,030 | $5.2M |
| Fischer Financial Services, Inc. | 1.73% | Add +1.6% | 103,520 | $5.2M |
| Salem Investment Counselors Inc. | 0.15% | Add +0.5% | 102,736 | $5.1M |
| MorganRosel Wealth Management, LLC | 1.98% | Reduce -40.1% | 100,786 | $5.0M |
| Zazove Associates LLC | 9.05% | No change | 100,000 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +8.5% | 96,199 | $4.8M |
| Palisades Hudson Asset Management, L.P. | 1.85% | Add +9.7% | 95,237 | $4.7M |
| Modera Wealth Management, LLC | 0.06% | Reduce -6.3% | 94,960 | $4.7M |
| Sage Rhino Capital LLC | 0.87% | Reduce -19.2% | 93,497 | $4.7M |
| Convergence Financial, LLC | 0.49% | Add +2026.7% | 92,682 | $4.6M |
| Wealthspan Partners, LLC | 1.61% | New | 92,021 | $4.6M |
| Capital Investment Services of America, Inc. | 0.48% | Add +15.6% | 91,880 | $4.6M |
| Hikari Power Ltd | 0.39% | New | 90,620 | $4.5M |
| UBS Group AG | 0.00% | Add +770.3% | 88,684 | $4.4M |
| Robinhood Asset Management, LLC | 0.32% | Add +36.2% | 88,426 | $4.4M |
| Greenspring Advisors, LLC | 0.27% | Add +36.4% | 87,741 | $4.4M |
| Strategic Wealth Advisors LLC | 3.43% | Add +206.8% | 86,008 | $4.3M |
| Websterrogers Financial Advisors, LLC | 1.22% | Reduce -0.0% | 85,914 | $4.3M |
| Lowery Thomas, LLC | 2.44% | Add +13.4% | 85,623 | $4.3M |
| Aspiriant, LLC | 0.12% | Reduce -3.5% | 85,605 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +34.2% | 85,402 | $4.3M |
| Enclave Advisors LLC | 0.59% | Reduce -5.7% | 82,572 | $4.1M |
| Walker Financial Services, Inc. | 1.40% | Add +1.3% | 82,150 | $4.1M |
| Focus Financial Network, Inc. | 0.15% | Reduce -2.2% | 82,079 | $4.1M |
| Advisory Research Inc. | 0.50% | Add +11.6% | 81,920 | $4.1M |
| National Wealth Management Group, LLC | 1.50% | Add +660.6% | 80,853 | $4.0M |
| Chatham Capital Group, Inc. | 0.58% | Add +18.8% | 80,455 | $4.0M |
| Mustard Seed Financial, LLC | 2.39% | Add +51.9% | 80,011 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.4% | 79,159 | $3.9M |
| Cambient Family Office, LLC | 0.54% | Reduce -8.0% | 77,866 | $3.9M |
| Kathmere Capital Management, LLC | 0.24% | Reduce -9.1% | 77,505 | $3.9M |
| Pitcairn Wealth Advisors LLC | 0.35% | Reduce 0.0% | 76,463 | $3.8M |
| Valmark Advisers, Inc. | 0.04% | Add +31.1% | 75,628 | $3.8M |
| CENTRAL TRUST Co | 0.07% | Add +1.2% | 75,452 | $3.8M |
| Betterment LLC | 0.01% | Add +23.6% | 70,857 | $3.5M |
| Pillar Financial Advisors, LLC | 2.05% | Reduce -0.6% | 70,556 | $3.5M |
| Belpointe Asset Management LLC | 0.13% | Add +93.0% | 68,952 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +42.0% | 67,462 | $3.4M |
| Root Financial Partners, LLC | 0.15% | Add +62.0% | 66,733 | $3.3M |
| MAI Capital Management | 0.02% | Reduce -0.9% | 66,175 | $3.3M |
| Chesley Taft & Associates LLC | 0.14% | Reduce -2.1% | 65,930 | $3.3M |
| Cary Street Partners Financial LLC | 0.08% | Add +8.5% | 65,538 | $3.3M |
| XY Planning Network, Inc. | 0.51% | Add +25.8% | 64,735 | $3.2M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +3.6% | 64,071 | $3.2M |
| CWS Financial Advisors, LLC | 0.82% | Add +36.3% | 63,974 | $3.2M |
| Aberdeen Wealth Management LLC | 1.44% | New | 63,411 | $3.2M |
| Creative Planning | 0.00% | Reduce -2.8% | 63,408 | $3.2M |
| AlphaCore Capital LLC | 0.07% | No change | 63,090 | $3.1M |
| Payne Capital LLC | 2.71% | Reduce 0.0% | 59,334 | $3.0M |
| Bristlecone Value Partners, LLC | 2.57% | Add +12.7% | 58,580 | $2.9M |
| Lebenthal Global Advisors, LLC | 0.42% | Add +0.4% | 57,416 | $2.9M |
| Lakewood Asset Management LLC | 1.82% | Add +7.8% | 57,236 | $2.8M |
| World Investment Advisors | 0.05% | Add +1.1% | 56,881 | $2.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.8% | 55,873 | $2.8M |
| GeoWealth Management, LLC | 0.10% | Reduce -0.6% | 54,824 | $2.7M |
| SP Asset Management LLC | 0.24% | Reduce -26.7% | 54,512 | $2.7M |
| Stirlingshire Investments, Inc. | 2.33% | Add +30.3% | 53,339 | $2.7M |
| Cascades Capital Asset Management, LLC | 1.11% | New | 52,740 | $2.6M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +6.0% | 51,374 | $2.6M |
| Empowered Funds, LLC | 0.02% | Add +1.3% | 51,309 | $2.5M |
| Evergreen Wealth Management, LLC | 1.31% | Add +9.9% | 51,111 | $2.5M |
| Dorsey & Whitney Trust CO LLC | 0.14% | Reduce -5.7% | 50,297 | $2.5M |
| Approach Retirement Advisors, LLC | 2.02% | Add +16.3% | 48,698 | $2.4M |
| Applied Capital LLC | 0.88% | Add +0.1% | 47,522 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.7% | 46,853 | $2.3M |
| Alpha Zero LLC | 1.16% | New | 45,913 | $2.3M |
| Two West Capital Advisors LLC | 1.20% | Add +3.0% | 45,483 | $2.3M |
| Equity Investment Corp. | 0.04% | Reduce -2.4% | 45,475 | $2.3M |
| Wingate Wealth Advisors, Inc. | 1.20% | Add +9.8% | 45,125 | $2.2M |
| Plum Street Advisors, LLC | 0.77% | Reduce -18.9% | 44,533 | $2.2M |
| Elser Financial Planning, Inc | 0.11% | New | 44,179 | $2.2M |
| Legacy Solutions, LLC | 2.00% | Add +8.7% | 43,295 | $2.2M |
| Clearwater Capital Advisors, LLC | 0.17% | Reduce -3.8% | 42,437 | $2.1M |
| Equitable Holdings, Inc. | 0.01% | Add +543.0% | 42,356 | $2.1M |
| HBW Advisory Services LLC | 0.22% | Reduce -6.4% | 42,377 | $2.1M |
| Mountain Pacific Investment Advisers LLC | 0.36% | No change | 41,845 | $2.1M |
| Moody National Bank Trust Division | 0.20% | New | 41,394 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +189.4% | 41,284 | $2.1M |
| Heirloom Wealth Management | 0.37% | New | 41,172 | $2.0M |
| TrueWealth Financial Partners | 0.81% | New | 40,967 | $2.0M |
| Main Street Financial Solutions, LLC | 0.15% | Add +91.8% | 40,308 | $2.0M |
| Compass Financial Group, Inc. | 0.90% | Add +0.8% | 39,902 | $2.0M |
| Strategic Investment Solutions, Inc. | 0.48% | Reduce -5.0% | 39,752 | $2.0M |
| HB Wealth Management, LLC | 0.01% | Reduce -10.6% | 39,559 | $2.0M |
| Yarger Wealth Strategies, LLC | 0.80% | Add +169.2% | 39,456 | $2.0M |
| Osborne Partners Capital Management, LLC | 0.10% | New | 39,000 | $1.9M |
| Vise Technologies, Inc. | 0.04% | No change | 38,696 | $1.9M |
| Summitas Investment Management LLC | 1.49% | Reduce -14.2% | 38,215 | $1.9M |
| TD Capital Management LLC | 0.17% | Reduce -14.4% | 37,936 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +93.6% | 37,891 | $1.9M |
| Florida Trust Wealth Management Co | 0.05% | Add +18.3% | 37,827 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Reduce -33.1% | 37,762 | $1.9M |
| Global Trust Asset Management, LLC | 0.72% | Add +41.9% | 37,600 | $1.9M |
| Boston Family Office LLC | 0.12% | Add +11.3% | 37,559 | $1.9M |
| Zhang Financial LLC | 0.06% | Reduce -12.0% | 36,458 | $1.8M |
| Roberts Wealth Advisors, LLC | 0.46% | Reduce -54.9% | 36,293 | $1.8M |
| TFO Wealth Partners, LLC | 0.24% | Add +159.3% | 36,033 | $1.8M |
| Camarda Financial Advisors, LLC | 0.94% | Add +0.5% | 35,866 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -5.7% | 34,984 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -2.2% | 34,456 | $1.7M |
| Avior Wealth Management, LLC | 0.05% | Add +1.9% | 33,476 | $1.7M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -2.8% | 33,370 | $1.7M |
| MontVue Capital Management, Inc. | 1.13% | No change | 33,331 | $1.7M |
| Merit Financial Group, LLC | 0.01% | New | 33,096 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Reduce -38.0% | 31,723 | $1.6M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | No change | 31,460 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Add +98.7% | 30,651 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +1.2% | 29,882 | $1.5M |
| Fortis Advisors, LLC | 0.73% | Reduce -91.4% | 29,418 | $1.5M |
| Alpine Bank Wealth Management | 0.21% | Reduce -60.5% | 28,365 | $1.4M |
| Amicus Financial Advisors, LLC | 0.38% | Add +0.0% | 27,912 | $1.4M |
| Prudent Man Investment Management, Inc. | 0.47% | No change | 27,772 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +6.3% | 27,608 | $1.4M |
| Roble, Belko & Company, Inc | 0.17% | Add +0.0% | 27,541 | $1.4M |
| Verus Financial Partners, Inc. | 0.12% | Add +1.1% | 27,248 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +4.9% | 27,186 | $1.4M |
| Texas Yale Capital Corp. | 0.04% | Reduce -5.3% | 26,700 | $1.3M |
| R.H. Investment Group, LLC | 1.01% | Add +29.4% | 26,400 | $1.3M |
| Ballew Advisors, Inc | 0.74% | Reduce -0.3% | 26,382 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.21% | Reduce -5.5% | 26,304 | $1.3M |
| Morgan Stanley | 0.00% | Add +88.5% | 26,200 | $1.3M |
| Beese Fulmer Investment Management, Inc. | 0.08% | No change | 25,570 | $1.3M |
| Cahill Financial Advisors Inc. | 0.14% | Add +0.3% | 25,143 | $1.3M |
| Optima Capital LLC | 0.57% | New | 24,772 | $1.2M |
| GatePass Capital, LLC | 0.60% | No change | 24,500 | $1.2M |
| Petersen Hastings Wealth Advisors Inc. | 0.11% | Add +17.8% | 24,387 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +33.0% | 24,156 | $1.2M |
| TriaGen Wealth Management LLC | 0.32% | Reduce -6.3% | 23,870 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +44.3% | 23,620 | $1.2M |
| Cardiff Park Advisors, LLC | 0.09% | Reduce -12.6% | 22,844 | $1.1M |
| Joseph Group Capital Management | 0.28% | Add +15.5% | 22,825 | $1.1M |
| Bouchey Financial Group, Ltd. | 0.08% | Reduce -12.5% | 22,239 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1172.9% | 21,818 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.26% | Reduce -1.3% | 21,751 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -21.0% | 21,727 | $1.1M |
| Core Wealth Advisors, Inc. | 0.25% | Reduce 0.0% | 21,339 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 21,150 | $1.1M |
| Manchester Capital Management LLC | 0.15% | No change | 20,922 | $1.0M |
| Patriot Investment Management Group, Inc. | 0.06% | Add +55.6% | 20,414 | $1.0M |
| Avestar Capital, LLC | 0.07% | No change | 20,100 | $1.0M |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.1% | 20,000 | $992K |
| Brookstone Capital Management | 0.01% | Add +24.8% | 19,839 | $988K |
| Life Planning Partners, Inc | 0.74% | Add +0.0% | 19,595 | $976K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.0% | 19,312 | $961K |
| Alkeme Wealth, LLC | 0.39% | Add +4.1% | 19,247 | $958K |
| Cerity Partners LLC | 0.00% | Add +338.4% | 19,115 | $952K |
| Powerhouse Assets LLC | 0.82% | Add +2.9% | 18,996 | $946K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +118.8% | 18,750 | $933K |
| Cypress Point Wealth Management, LLC | 0.20% | Add +40.4% | 18,748 | $933K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -7.2% | 17,880 | $890K |
| Naples Global Advisors, LLC | 0.06% | Add +6.0% | 17,650 | $879K |
| Regatta Capital Group, LLC | 0.13% | Add +30.3% | 17,372 | $865K |
| Willis Johnson & Associates, Inc. | 0.05% | New | 17,324 | $862K |
| Index Fund Advisors, Inc. | 0.04% | New | 16,881 | $840K |
| Cheviot Value Management, LLC | 0.08% | No change | 16,805 | $837K |
| Northwest Wealth Management, LLC | 0.13% | Reduce -1.3% | 16,730 | $833K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.7% | 16,197 | $806K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +204.2% | 15,952 | $794K |
| Allworth Financial LP | 0.00% | Add +34.1% | 15,878 | $790K |
| Ruedi Wealth Management, Inc. | 0.20% | Add +0.6% | 15,765 | $785K |
| CGC Financial Services, LLC | 0.22% | Reduce -6.1% | 15,524 | $773K |
| Compass Financial Group, INC | 0.10% | Add +2.5% | 15,063 | $750K |
| WESCAP Management Group, Inc. | 0.15% | Reduce -0.6% | 15,042 | $749K |
| Keudell/Morrison Wealth Management | 0.15% | Add +50.0% | 15,000 | $747K |
| Carnegie Lake Advisors LLC | 0.29% | Add +5.0% | 14,699 | $732K |
| Infinity Wealth Counsel, LLC | 0.67% | Reduce -0.9% | 14,627 | $728K |
| Daner Wealth Management, LLC | 0.42% | Add +2.8% | 14,494 | $720K |
| RFG Advisory, LLC | 0.01% | Add +1.6% | 14,426 | $718K |
| Valpey Financial Services, LLC | 0.46% | Reduce -12.4% | 14,208 | $707K |
| NewEdge Advisors, LLC | 0.00% | Add +3.7% | 14,082 | $701K |
| Christensen, King & Associates Investment Services, Inc. | 0.30% | Add +10.3% | 13,931 | $694K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.03% | No change | 13,810 | $688K |
| Stephens Inc. | 0.01% | New | 13,360 | $665K |
| Latitude Advisors, LLC | 0.30% | Reduce -3.3% | 13,190 | $657K |
| Nikulski Financial, Inc. | 0.16% | Add +19.4% | 12,891 | $642K |
| World Equity Group, Inc. | 0.17% | Add +5.1% | 12,882 | $641K |
| Denver Wealth Management, Inc. | 0.22% | New | 12,857 | $640K |
| Two Sigma Securities, LLC | 0.07% | New | 12,847 | $640K |
| Essential Planning, LLC. | 0.20% | Add +73.7% | 12,729 | $634K |
| Life Line Wealth Management LLC | 0.28% | Add +0.7% | 12,630 | $629K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -2.4% | 12,572 | $626K |
| William Howard & Co Financial Advisors Inc | 0.54% | No change | 12,476 | $621K |
| Cwm, LLC | 0.00% | Reduce -38.3% | 12,320 | $613K |
| SAM Advisors, LLC | 0.19% | Add +2.6% | 12,301 | $612K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -4.0% | 12,085 | $600K |
| Old Peak Finance LLC | 0.34% | Add +18.0% | 11,862 | $591K |
| Vident Advisory, LLC | 0.01% | Add +100.2% | 11,747 | $585K |
| Mgo One Seven LLC | 0.01% | New | 11,591 | $577K |
| Finivi Inc. | 0.31% | Add +16.3% | 11,553 | $575K |
| WBH Advisory Inc. | 0.04% | No change | 11,591 | $575K |
| Mainsail Asset Management, LLC | 0.26% | Reduce -24.8% | 11,486 | $572K |
| Ballentine Capital Advisors, Inc | 0.24% | Add +65.5% | 11,471 | $571K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.8% | 11,452 | $570K |
| Mercer Global Advisors Inc. | 0.00% | Add +20.0% | 11,449 | $570K |
| Central Valley Advisors, LLC | 0.15% | New | 11,242 | $560K |
| Farther Finance Advisors, LLC | 0.01% | Add +13.0% | 11,089 | $550K |
| Money Concepts Capital Corp. | 0.03% | Add +79.4% | 10,940 | $545K |
| Gradient Capital Advisors, LLC | 0.14% | No change | 10,875 | $541K |
| Joel Adams & Associates, Inc. | 0.40% | New | 10,702 | $533K |
| Private Advisor Group, LLC | 0.00% | Add +6.5% | 10,478 | $522K |
| Hager Investment Management Services, LLC | 0.29% | No change | 10,453 | $520K |
| Victrix Investment Advisors | 0.19% | New | 10,387 | $517K |
| AQR Capital Management | 0.00% | Add +10.8% | 10,319 | $514K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 10,191 | $507K |
| Midwest Trust Co | 0.01% | Add +0.8% | 10,137 | $505K |
| Retirement Planning Group, LLC | 0.02% | Reduce -7.2% | 10,090 | $502K |
| New Hampshire Trust | 0.10% | No change | 10,054 | $501K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 9,762 | $487K |
| Quadrant Private Wealth Management, LLC | 0.07% | Reduce -36.3% | 9,720 | $484K |
| Wesbanco Bank Inc. | 0.01% | Add +26.6% | 9,548 | $475K |
| Mills Wealth Advisors LLC | 0.16% | Reduce -26.7% | 9,471 | $472K |
| Savant Capital, LLC | 0.00% | Reduce -2.0% | 9,238 | $460K |
| MidAtlantic Capital Management, Inc. | 0.32% | Add +0.4% | 9,185 | $457K |
| TAGStone Capital, Inc. | 0.16% | Add +52.8% | 9,138 | $455K |
| Goldstone Financial Group, LLC | 0.05% | New | 9,072 | $452K |
| Principal Securities, Inc. | 0.01% | Reduce -4.0% | 9,054 | $451K |
| Burton Enright Welch | 0.06% | Add +1.0% | 8,747 | $435K |
| Family CFO Inc | 0.19% | Reduce -26.2% | 8,585 | $427K |
| New Capital Management LP | 0.10% | Reduce -2.3% | 8,447 | $421K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -63.9% | 8,408 | $419K |
| Howard Wealth Management, LLC | 0.18% | Add +29.2% | 8,396 | $418K |
| Keel Point, LLC | 0.03% | Add +0.3% | 8,359 | $416K |
| Bank of New York Mellon Corp | 0.00% | Reduce -35.4% | 8,227 | $410K |
| Wellington-Altus USA Inc. | 0.24% | New | 8,058 | $401K |
| TRB Wealth Management, LLC | 0.06% | — | 7,796 | $388K |
| Aegis Wealth Management, Inc. | 0.30% | Add +4.8% | 7,649 | $381K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +86.2% | 7,583 | $378K |
| Sard Wealth Management Group, LLC | 0.20% | Add +0.5% | 7,422 | $369K |
| Choreo, LLC | 0.00% | New | 7,394 | $368K |
| Summit Financial, LLC | 0.00% | New | 7,312 | $364K |
| Castleview Partners, LLC | 0.19% | Add +7.9% | 7,296 | $363K |
| Planning Directions Inc. | 0.18% | Add +0.1% | 7,290 | $363K |
| Stonebridge Financial Group, LLC | 0.03% | New | 7,284 | $363K |
| Odyssey Capital Advisors, Inc. | 0.32% | Reduce -8.8% | 7,198 | $358K |
| Spire Wealth Management | 0.01% | Reduce -0.7% | 7,196 | $358K |
| J. Derek Lewis & Associates Inc. | 0.08% | Add +0.7% | 7,193 | $358K |
| Park Avenue Securities LLC | 0.00% | Add +64.6% | 7,184 | $358K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.7% | 7,105 | $354K |
| Wealth Management Associates, Inc. | 0.12% | Reduce -6.7% | 6,950 | $346K |
| Fifth Third Bancorp | 0.00% | Reduce -5.9% | 6,908 | $344K |
| Krilogy Financial LLC | 0.01% | Reduce -0.2% | 6,870 | $342K |
| Bath Savings Trust Co | 0.04% | Add +3.0% | 6,798 | $338K |
| Jacobi Capital Management LLC | 0.02% | No change | 6,660 | $332K |
| Culbertson A N & Co. Inc. | 0.04% | Reduce -5.7% | 6,650 | $331K |
| Prepared Retirement Institute LLC | 0.16% | No change | 6,634 | $330K |
| North Star Investment Management Corp. | 0.02% | Reduce -28.7% | 6,593 | $328K |
| Curi Capital, LLC | 0.01% | No change | 6,574 | $327K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -5.8% | 6,500 | $324K |
| Private Trust Co. NA | 0.03% | Add +16.1% | 6,495 | $323K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -49.6% | 6,413 | $319K |
| Murphy Pohlad Asset Management LLC | 0.11% | Add +8.7% | 6,280 | $313K |
| Cutler Investment Counsel LLC | 0.03% | No change | 6,266 | $312K |
| Successful Portfolios LLC | 0.17% | Add +8.8% | 6,116 | $304K |
| Cogent Private Wealth, Inc. | 0.22% | Reduce -8.5% | 6,103 | $304K |
| Peak Asset Management, LLC | 0.05% | No change | 6,062 | $302K |
| Mutual Advisors, LLC | 0.01% | Add +9.2% | 6,018 | $300K |
| Commerce Bank | 0.00% | New | 6,009 | $299K |
| DMKC Advisory Services, LLC | 0.12% | New | 5,940 | $296K |
| 25 LLC | 0.09% | Reduce -13.6% | 5,935 | $295K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 5,850 | $291K |
| Wedmont Private Capital | 0.01% | Reduce -40.6% | 5,859 | $291K |
| Terril Brothers, Inc. | 0.08% | No change | 5,700 | $284K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -7.4% | 5,700 | $284K |
| Gateway Wealth Partners, LLC | 0.01% | New | 5,650 | $281K |
| WNY Asset Management, LLC | 0.03% | — | 5,604 | $279K |
| Silverlake Wealth Management LLC | 0.06% | No change | 5,595 | $279K |
| Aegis Wealth Management LLC | 0.16% | Add +0.7% | 5,576 | $278K |
| 180 Wealth Advisors, LLC | 0.03% | New | 5,500 | $274K |
| Planning Center, Inc. | 0.03% | Reduce -8.5% | 5,499 | $274K |
| Coston, McIsaac & Partners | 0.06% | Reduce -4.5% | 5,496 | $273K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -3.3% | 5,479 | $272K |
| CreativeOne Wealth, LLC | 0.01% | New | 5,450 | $271K |
| Prospera Financial Services Inc | 0.00% | No change | 5,400 | $269K |
| Lido Advisors, LLC | 0.00% | Reduce -2.5% | 5,385 | $268K |
| Inspirion Wealth Advisors, LLC | 0.03% | Add +0.7% | 5,340 | $266K |
| Integrity Alliance, Llc. | 0.01% | Reduce -8.6% | 5,338 | $266K |
| Brasada Capital Management, LP | 0.05% | Reduce -17.7% | 5,254 | $261K |
| Financial Futures Ltd Liability Co. | 0.11% | Reduce -68.3% | 5,191 | $258K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,186 | $258K |
| Signal Tree Financial Partners LLC | 0.19% | Reduce -86.7% | 5,092 | $254K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 5,092 | $254K |
| Corundum Group, Inc. | 0.08% | No change | 5,069 | $252K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.1% | 5,055 | $252K |
| Kropog Financial Group, LLC | 0.20% | New | 5,015 | $250K |
| Hopwood Financial Services, Inc. | 0.17% | No change | 5,000 | $249K |
| Hanover Advisors Inc. | 0.10% | No change | 4,998 | $249K |
| Capital Square, LLC | 0.11% | Reduce -11.8% | 4,985 | $248K |
| Thompson Siegel & Walmsley LLC | 0.00% | New | 4,932 | $246K |
| Curio Wealth, LLC | 0.08% | No change | 4,938 | $246K |
| Argos Wealth Advisors, LLC | 0.07% | New | 4,920 | $245K |
| Busey Bank | 0.01% | No change | 4,853 | $242K |
| Fisher Asset Management | 0.00% | Reduce -3.1% | 4,761 | $237K |
| Pathstone Holdings, LLC | 0.00% | No change | 4,742 | $236K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -9.0% | 4,737 | $236K |
| Symphony Financial Services, Inc. | 0.12% | Reduce -6.0% | 4,725 | $235K |
| Ritholtz Wealth Management | 0.00% | Add +4.8% | 4,720 | $235K |
| Sigma Planning Corp | 0.01% | Add +0.6% | 4,713 | $235K |
| SJS Investment Consulting Inc. | 0.03% | Add +10.8% | 4,677 | $233K |
| GSG Advisors LLC | 0.06% | Add +0.4% | 4,662 | $232K |
| Olde Wealth Management, LLC | 0.07% | Reduce -8.3% | 4,643 | $231K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 4,588 | $228K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.7% | 4,513 | $225K |
| Allen Investment Management, LLC | 0.00% | Add +9.8% | 4,488 | $223K |
| Foundations Investment Advisors, LLC | 0.00% | Add +3.4% | 4,443 | $221K |
| Wisconsin Wealth Advisors, LLC | 0.22% | No change | 4,442 | $221K |
| Principle Wealth Partners LLC | 0.01% | No change | 4,370 | $218K |
| Diversify Wealth Management, LLC | 0.00% | Add +0.9% | 4,279 | $213K |
| Holderness Investments Co. | 0.04% | No change | 4,245 | $211K |
| Hummer Financial Advisory Services Inc | 0.15% | No change | 4,200 | $209K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -2.7% | 4,115 | $205K |
| CVA Family Office, LLC | 0.02% | Reduce -12.8% | 4,083 | $203K |
| Long Island Wealth Management, Inc. | 0.09% | New | 4,064 | $202K |
| Financial Perspectives, Inc | 0.06% | No change | 4,042 | $201K |
| Vanguard National Trust Co | 0.01% | — | 3,974 | $198K |
| Tradewinds Capital Management, LLC | 0.04% | New | 3,777 | $188K |
| SHP Wealth Management | 0.01% | New | 3,428 | $171K |
| Eastern Bank | 0.00% | New | 3,133 | $156K |
| Triumph Capital Management | 0.03% | Add +392.7% | 3,050 | $152K |
| US Bancorp \de | 0.00% | Add +25.2% | 2,829 | $141K |
| Blume Capital Management, Inc. | 0.02% | No change | 2,819 | $140K |
| McIlrath & Eck, LLC | 0.01% | Add +0.4% | 2,552 | $127K |
| Evolution Advisers, Inc. | 0.05% | New | 2,515 | $125K |
| Anchor Investment Management, LLC | 0.01% | Add +0.7% | 2,387 | $119K |
| Graney & King, LLC | 0.06% | Reduce -1.4% | 2,374 | $118K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.4% | 2,219 | $111K |
| Robinswood Financial LLC | 0.03% | Add +0.4% | 2,128 | $106K |
| Leo H. Evart, Inc. | 0.09% | — | 2,072 | $103K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -11.1% | 1,972 | $98K |
| Vanguard Advisers Inc. | 0.00% | — | 1,818 | $91K |
| Avalon Trust Co | 0.01% | Add +80.0% | 1,800 | $90K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.6% | 1,795 | $89K |
| Kings Path Partners LLC | 0.03% | Reduce -55.2% | 1,732 | $86K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,713 | $85K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1,610 | $80K |
| Frankly Finances, LLC | 0.07% | Reduce -6.0% | 1,557 | $78K |
| Bulwark Capital Corp | 0.05% | Reduce -76.4% | 1,507 | $75K |
| National Bank of Canada | 0.00% | No change | 1,437 | $72K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 1,383 | $69K |
| Lanark Financial, Inc. | 0.01% | Reduce -11.1% | 1,375 | $68K |
| FMR LLC | 0.00% | Add +14.0% | 1,249 | $62K |
| Dunhill Financial, LLC | 0.01% | New | 1,018 | $51K |
| Westfuller Advisors, LLC | 0.02% | Add +0.7% | 1,014 | $50K |
| IFP Advisors, Inc | 0.00% | Reduce -85.5% | 991 | $49K |
| Alerus Financial NA | 0.00% | New | 985 | $49K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 857 | $43K |
| Bank of New Hampshire | 0.01% | New | 788 | $39K |
| Creative Financial Designs Inc. | 0.00% | No change | 750 | $37K |
| 2UniFi Bank | 0.02% | No change | 744 | $37K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 647 | $32K |
| Front Row Advisors LLC | 0.01% | No change | 600 | $30K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 547 | $27K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.6% | 547 | $27K |
| Rialto Wealth Management, LLC | 0.01% | Add +18.1% | 522 | $26K |
| Assetmark, Inc. | 0.00% | No change | 518 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 509 | $25K |
| First PREMIER Bank | 0.01% | No change | 500 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -66.7% | 500 | $25K |
| Bank of Montreal | 0.00% | Reduce -99.6% | 500 | $25K |
| Lam Group, Inc. | 0.01% | New | 438 | $22K |
| Tidemark, LLC | 0.01% | Add +0.7% | 424 | $21K |
| Parallel Advisors, LLC | 0.00% | No change | 410 | $20K |
| Olistico Wealth, LLC | 0.01% | Reduce -18.3% | 406 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -41.8% | 362 | $18K |
| Aventura Private Wealth, LLC | 0.01% | No change | 324 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -95.1% | 321 | $16K |
| MCF Advisors LLC | 0.00% | No change | 260 | $13K |
| Nemes Rush Group LLC | 0.00% | New | 246 | $12K |
| Cornerstone Financial Management LLC | 0.01% | No change | 211 | $11K |
| Bard Associates Inc. | 0.00% | New | 209 | $10K |
| First Pacific Financial | 0.00% | New | 201 | $10K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 140 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 85 | $4K |
| Signaturefd, LLC | 0.00% | No change | 80 | $4K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 77 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | Add +44.0% | 36 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 33 | $2K |
| Darwin Wealth Management, LLC | 0.00% | New | 30 | $1K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 21 | $1K |
"% 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.