Vanguard Ultra Short Bond EtVUSBETF
13F holders, Q2 2026 (June 30)489holders +15
46new positions
28sold out
3famous investors
$49.77avg. 13F price*
At the end of Q2 2026, 489 institutions reported holding Vanguard Ultra Short Bond Et (VUSB) in their 13F filings, up 15 from Q1 2026. 46 opened new positions and 28 sold out. The largest holders were JPMorgan Chase & Co. ($1.2B), Kensington Asset Management, LLC ($205.4M) and Adventist Health System Sunbelt Healthcare Corp. ($184.9M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $47.7M |
| Exits | 28 | $101.1M |
All 13F filers, Q1 2026 → Q2 2026: 9,055,822 shares bought and 11,017,683 shares sold, net −1,961,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 489 holders
| JPMorgan Chase & Co. | 0.07% | Reduce -1.6% | 24,774,687 | $1.2B |
| Kensington Asset Management, LLC | 11.20% | Add +44.6% | 4,125,497 | $205.4M |
| Adventist Health System Sunbelt Healthcare Corp. | 5.93% | Reduce -57.8% | 3,713,491 | $184.9M |
| Wells Fargo & Company | 0.03% | Add +1.8% | 3,678,347 | $183.1M |
| Bank of America Corp. | 0.01% | Add +8.5% | 3,244,743 | $161.5M |
| Bramshill Investments, LLC | 11.85% | Add +0.4% | 3,112,942 | $155.0M |
| LPL Financial LLC | 0.03% | Add +3.9% | 2,625,517 | $130.7M |
| HighTower Advisors, LLC | 0.09% | Add +12.3% | 1,976,448 | $98.4M |
| Blue Trust, Inc. | 0.81% | Reduce -22.4% | 1,558,474 | $77.6M |
| Avion Wealth | 13.88% | Add +4.6% | 1,498,238 | $74.6M |
| Wharton Business Group, LLC | 2.39% | Add +0.9% | 1,437,741 | $71.6M |
| Pacific Center for Financial Services | 13.58% | Add +8.8% | 1,222,387 | $60.9M |
| Mercer Global Advisors Inc. | 0.06% | Add +8528.0% | 987,814 | $49.2M |
| Waverly Advisors, LLC | 0.27% | Add +76.1% | 917,885 | $45.7M |
| MML Investors Services, LLC | 0.09% | Add +78.2% | 857,265 | $42.7M |
| DMKC Advisory Services, LLC | 7.69% | Add +13667.8% | 817,806 | $40.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.2% | 673,738 | $33.5M |
| Red Wave Investments LLC | 8.24% | Reduce -1.3% | 651,243 | $32.4M |
| 55 North Private Wealth, LLC | 6.34% | Add +22.7% | 646,795 | $32.2M |
| Raffa Wealth Management, LLC | 3.91% | Add +25.6% | 622,737 | $31.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -28.6% | 595,055 | $29.6M |
| Fortitude Advisory Group L.L.C. | 10.21% | Reduce -2.2% | 536,537 | $26.7M |
| Fonville Wealth Management LLC | 4.14% | Add +3.0% | 509,593 | $25.4M |
| Mariner, LLC | 0.03% | Add +77.7% | 491,335 | $24.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 6.74% | Add +4.6% | 487,873 | $24.3M |
| Royal Bank of Canada | 0.00% | Reduce -30.5% | 483,625 | $24.1M |
| Alpha Omega Wealth Management LLC | 3.64% | Reduce -2.4% | 479,829 | $23.9M |
| Advisory Services Network, LLC | 0.27% | Add +1.0% | 467,995 | $23.3M |
| Warwick Investment Management, Inc. | 2.58% | Add +182.5% | 462,039 | $23.0M |
| Horizon Kinetics Asset Management LLC | 0.26% | Add +36.0% | 461,108 | $23.0M |
| Global Wealth Management, LLC | 11.42% | Add +2.3% | 450,535 | $22.4M |
| Lowe Brockenbrough & Co. Inc. | 0.98% | Add +1.9% | 443,065 | $22.1M |
| Nkcfo LLC | 6.27% | Add +3.0% | 415,500 | $20.7M |
| Titleist Asset Management, LLC | 1.38% | Reduce -0.8% | 412,804 | $20.5M |
| Capital Advantage, Inc. | 2.50% | Add +18.6% | 412,453 | $20.5M |
| Arax Advisory Partners | 0.13% | New | 398,105 | $19.8M |
| Osaic Holdings, Inc. | 0.02% | Add +7.9% | 394,208 | $19.6M |
| Eclectic Associates Inc. | 2.22% | Add +28.1% | 391,076 | $19.5M |
| Cetera Investment Advisers | 0.02% | Add +29.8% | 390,993 | $19.5M |
| Chicago Partners Investment Group LLC | 0.39% | Add +47.0% | 389,449 | $19.3M |
| Stifel Financial Corp. | 0.02% | Add +10.1% | 381,045 | $19.0M |
| Coyle Financial Counsel LLC | 3.44% | Add +2.4% | 378,923 | $18.9M |
| Eagle Capital Management, LLC | 6.38% | Reduce -3.7% | 375,569 | $18.7M |
| M Holdings Securities, Inc. | 2.47% | Reduce -4.2% | 363,073 | $18.1M |
| David Kennon Inc | 5.83% | Reduce -1.7% | 354,232 | $17.6M |
| Valtinson Bruner Financial Planning LLC | 4.13% | Reduce -2.7% | 331,292 | $16.5M |
| McClarren Financial Advisors, Inc. | 8.51% | Add +6.7% | 330,616 | $16.5M |
| Calder Financial LLC | 15.05% | Reduce -2.9% | 320,831 | $16.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +15.9% | 314,954 | $15.7M |
| Private Advisor Group, LLC | 0.07% | Add +2829.5% | 306,950 | $15.3M |
| Founders Grove Wealth Partners, LLC | 2.86% | Add +9.1% | 287,484 | $14.3M |
| BlueChip Wealth Advisors LLC | 5.36% | Reduce -4.0% | 284,062 | $14.1M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +4.6% | 272,316 | $13.6M |
| AE Wealth Management LLC | 0.06% | Reduce -11.1% | 271,284 | $13.5M |
| HTG Investment Advisors, Inc. | 3.45% | Add +39.7% | 270,624 | $13.5M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -2.0% | 267,282 | $13.3M |
| Captrust Financial Advisors | 0.02% | Add +2.1% | 261,833 | $13.0M |
| Colony Family Offices, LLC | 2.82% | Add +8.9% | 257,677 | $12.8M |
| Kitching Partners, LLC | 10.55% | Add +3.7% | 246,697 | $12.3M |
| CWC Advisors, LLC. | 5.24% | Add +1.0% | 237,265 | $11.8M |
| Harbour Investment Management LLC | 6.08% | Add +12.6% | 236,587 | $11.8M |
| Focus Partners Wealth | 0.01% | Reduce -10.9% | 220,176 | $11.0M |
| CFO4Life Group, LLC | 1.47% | Reduce -10.3% | 219,320 | $10.9M |
| Blom & Howell Financial Planning, Inc. | 8.29% | Reduce -21.0% | 199,993 | $10.0M |
| Keynote Financial Services LLC | 4.42% | Add +6.0% | 188,323 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -7.3% | 182,577 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.6% | 181,986 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.3% | 181,284 | $9.0M |
| Spectrum Planning & Advisory Services Inc. | 3.99% | Add +26.1% | 179,021 | $8.9M |
| SpringVest Wealth Management LLC | 5.58% | Reduce -10.9% | 178,099 | $8.9M |
| Wealthspan Partners, LLC | 2.78% | Add +92.5% | 177,091 | $8.8M |
| Schulz Wealth, LTD. | 4.49% | — | 174,683 | $8.7M |
| Crews Bank & Trust | 1.05% | Add +2.9% | 161,976 | $8.1M |
| Blair William & Co. | 0.02% | Reduce -8.4% | 158,180 | $7.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +5.7% | 155,431 | $7.7M |
| Apella Capital, LLC | 0.11% | Reduce -0.5% | 154,909 | $7.7M |
| Clearstead Advisors, LLC | 0.07% | Reduce -82.8% | 151,286 | $7.5M |
| Rothschild Wealth LLC | 0.57% | Reduce -12.6% | 142,830 | $7.1M |
| Lebenthal Global Advisors, LLC | 0.95% | Add +145.9% | 141,174 | $7.0M |
| Valmark Advisers, Inc. | 0.07% | Add +86.4% | 140,948 | $7.0M |
| DeLarme Wealth Management, Inc. | 4.03% | Add +4.4% | 139,499 | $6.9M |
| Evanson Financial, LLC | 0.33% | — | 136,854 | $6.8M |
| Nvwm, LLC | 1.36% | Reduce -18.0% | 135,343 | $6.7M |
| Beaumont Asset Management, L.L.C. | 2.57% | Add +3.2% | 132,982 | $6.6M |
| Harpswell Capital Advisors, LLC | 4.14% | Reduce -0.6% | 129,713 | $6.5M |
| Nicolet Bankshares Inc. | 0.19% | Add +4.7% | 122,424 | $6.1M |
| Advisory Research Inc. | 0.60% | Add +46.7% | 120,152 | $6.0M |
| Founders Financial Securities LLC | 0.30% | Reduce -9.8% | 118,507 | $5.9M |
| Pine Harbor Wealth Management, LLC | 1.57% | Add +0.1% | 117,705 | $5.9M |
| MorganRosel Wealth Management, LLC | 1.97% | Add +16.4% | 117,316 | $5.8M |
| Citadel Advisors | 0.00% | Reduce -63.8% | 115,752 | $5.8M |
| Aspiriant, LLC | 0.14% | Add +34.4% | 115,081 | $5.7M |
| Verus Capital Partners, LLC | 0.30% | Reduce -3.9% | 112,822 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +31.7% | 112,462 | $5.6M |
| Capital Analysts, LLC | 0.13% | Reduce -1.8% | 110,161 | $5.5M |
| Fischer Financial Services, Inc. | 1.36% | Add +4.8% | 108,520 | $5.4M |
| Corient Private Wealth LP | 0.01% | Reduce -10.6% | 106,833 | $5.3M |
| Leeward Financial Partners, LLC | 1.38% | Reduce -52.1% | 105,776 | $5.3M |
| Clear Creek Financial Management, LLC | 0.34% | New | 105,720 | $5.3M |
| UBS Group AG | 0.00% | Add +17.4% | 104,109 | $5.2M |
| Lowery Thomas, LLC | 2.52% | Add +21.2% | 103,799 | $5.2M |
| Optima Capital LLC | 2.02% | Add +316.0% | 103,054 | $5.1M |
| Focus Financial Network, Inc. | 0.16% | Add +24.2% | 101,915 | $5.1M |
| Zazove Associates LLC | 13.55% | No change | 100,000 | $5.0M |
| Zhang Financial LLC | 0.14% | Add +172.4% | 99,319 | $4.9M |
| Alpha Zero LLC | 1.85% | Add +114.3% | 98,379 | $4.9M |
| Greenspring Advisors, LLC | 0.27% | Add +11.8% | 98,092 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +44.8% | 97,707 | $4.9M |
| Everett Harris & Co. | 0.06% | Reduce -33.8% | 97,500 | $4.9M |
| Salem Investment Counselors Inc. | 0.12% | Reduce -6.2% | 96,406 | $4.8M |
| Palisades Hudson Asset Management, L.P. | 1.67% | Add +0.4% | 95,600 | $4.8M |
| Paragon Private Wealth Management, LLC | 1.24% | Reduce -8.2% | 95,489 | $4.8M |
| Root Financial Partners, LLC | 0.18% | Add +41.0% | 94,101 | $4.7M |
| Capital Investment Services of America, Inc. | 0.46% | Add +2.3% | 93,980 | $4.7M |
| Modera Wealth Management, LLC | 0.05% | Reduce -1.1% | 93,868 | $4.7M |
| Mustard Seed Financial, LLC | 2.42% | Add +16.9% | 93,526 | $4.7M |
| Vise Technologies, Inc. | 0.05% | Add +138.9% | 92,461 | $4.6M |
| Enclave Advisors LLC | 0.59% | Add +10.3% | 91,082 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.7% | 90,807 | $4.5M |
| Websterrogers Financial Advisors, LLC | 1.16% | Add +5.5% | 90,672 | $4.5M |
| Hikari Power Ltd | 0.53% | No change | 90,620 | $4.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -6.9% | 89,566 | $4.5M |
| Robinhood Asset Management, LLC | 0.23% | Reduce -2.7% | 86,031 | $4.3M |
| Sage Rhino Capital LLC | 0.70% | Reduce -8.7% | 85,407 | $4.3M |
| Chatham Capital Group, Inc. | 0.52% | Add +1.0% | 81,255 | $4.0M |
| Kathmere Capital Management, LLC | 0.21% | Add +2.4% | 79,350 | $4.0M |
| CWS Financial Advisors, LLC | 0.86% | Add +21.9% | 77,985 | $3.9M |
| Cambient Family Office, LLC | 0.48% | No change | 77,866 | $3.9M |
| Walker Financial Services, Inc. | 1.20% | Reduce -5.3% | 77,753 | $3.9M |
| Cary Street Partners Financial LLC | 0.08% | Add +14.2% | 74,836 | $3.7M |
| TD Capital Management LLC | 0.30% | Add +97.1% | 74,765 | $3.7M |
| Vident Advisory, LLC | 0.03% | Add +534.1% | 74,485 | $3.7M |
| Stirlingshire Investments, Inc. | 2.74% | Add +39.3% | 74,283 | $3.7M |
| CENTRAL TRUST Co | 0.07% | Reduce -2.3% | 73,720 | $3.7M |
| Pillar Financial Advisors, LLC | 1.83% | Reduce -0.2% | 70,387 | $3.5M |
| Chesley Taft & Associates LLC | 0.13% | Add +4.4% | 68,833 | $3.4M |
| XY Planning Network, Inc. | 0.43% | Add +6.0% | 68,626 | $3.4M |
| Lakewood Asset Management LLC | 1.82% | Add +16.7% | 66,809 | $3.3M |
| Florida Trust Wealth Management Co | 0.08% | Add +76.3% | 66,687 | $3.3M |
| Bristlecone Value Partners, LLC | 2.64% | Add +12.7% | 66,007 | $3.3M |
| Creative Planning | 0.00% | Add +1.3% | 64,214 | $3.2M |
| AlphaCore Capital LLC | 0.06% | No change | 63,090 | $3.1M |
| MAI Capital Management | 0.01% | Reduce -5.4% | 62,610 | $3.1M |
| GeoWealth Management, LLC | 0.10% | Add +12.8% | 61,842 | $3.1M |
| National Wealth Management Group, LLC | 0.95% | Reduce -23.6% | 61,789 | $3.1M |
| Payne Capital LLC | 2.46% | Add +0.0% | 59,335 | $3.0M |
| Modern Wealth Management, LLC | 0.04% | New | 58,921 | $2.9M |
| Approach Retirement Advisors, LLC | 2.10% | Add +19.1% | 57,989 | $2.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.2% | 57,654 | $2.9M |
| Aberdeen Wealth Management LLC | 1.37% | Reduce -9.8% | 57,176 | $2.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +62.2% | 56,734 | $2.8M |
| Pitcairn Wealth Advisors LLC | 0.31% | Reduce -26.0% | 56,554 | $2.8M |
| Betterment LLC | 0.00% | Reduce -21.4% | 55,714 | $2.8M |
| World Investment Advisors | 0.05% | Reduce -2.9% | 55,216 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +7.1% | 55,026 | $2.7M |
| Global Trust Asset Management, LLC | 0.85% | Add +45.6% | 54,750 | $2.7M |
| Coppell Advisory Solutions LLC | 0.23% | New | 78,876 | $2.7M |
| Goldstone Financial Group, LLC | 0.25% | Add +501.4% | 54,561 | $2.7M |
| Wingate Wealth Advisors, Inc. | 1.14% | Add +15.2% | 51,963 | $2.6M |
| Empowered Funds, LLC | 0.01% | Add +0.7% | 51,645 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.2% | 50,227 | $2.5M |
| Cascades Capital Asset Management, LLC | 0.91% | Reduce -7.0% | 49,070 | $2.4M |
| Two West Capital Advisors LLC | 1.18% | Add +5.3% | 47,913 | $2.4M |
| Plum Street Advisors, LLC | 0.73% | Add +2.9% | 45,831 | $2.3M |
| Main Street Financial Solutions, LLC | 0.15% | Add +13.2% | 45,633 | $2.3M |
| Evergreen Wealth Management, LLC | 1.04% | Reduce -12.6% | 44,659 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +81.2% | 43,776 | $2.2M |
| Summitas Investment Management LLC | 1.61% | Add +14.2% | 43,655 | $2.2M |
| Elser Financial Planning, Inc | 0.09% | Reduce -1.2% | 43,641 | $2.2M |
| Equity Investment Corp. | 0.04% | Reduce -5.6% | 42,938 | $2.1M |
| Equitable Holdings, Inc. | 0.01% | Add +0.9% | 42,751 | $2.1M |
| Legacy Solutions, LLC | 1.72% | Reduce -1.5% | 42,661 | $2.1M |
| Moody National Bank Trust Division | 0.17% | Add +1.0% | 41,817 | $2.1M |
| Anchor Bay Capital, Inc. | 1.11% | — | 41,398 | $2.1M |
| Applied Capital LLC | 0.66% | Reduce -13.4% | 41,146 | $2.0M |
| TrueWealth Financial Partners | 0.84% | No change | 40,967 | $2.0M |
| HBW Advisory Services LLC | 0.18% | Reduce -4.1% | 40,636 | $2.0M |
| Clearwater Capital Advisors, LLC | 0.15% | Reduce -6.1% | 39,852 | $2.0M |
| Compass Financial Group, Inc. | 0.83% | Reduce -0.7% | 39,613 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Add +2.6% | 38,750 | $1.9M |
| Camarda Financial Advisors, LLC | 0.58% | Add +8.0% | 38,726 | $1.9M |
| Mountain Pacific Investment Advisers LLC | 0.29% | Reduce -10.7% | 37,382 | $1.9M |
| TFO Wealth Partners, LLC | 0.20% | Add +0.6% | 36,251 | $1.8M |
| HRT Financial LP | 0.00% | New | 36,131 | $1.8M |
| Relyea Zuckerberg Hanson LLC | 0.15% | Reduce -67.1% | 35,531 | $1.8M |
| Avior Wealth Management, LLC | 0.05% | Add +3.6% | 34,678 | $1.7M |
| HB Wealth Management, LLC | 0.01% | Reduce -12.6% | 34,561 | $1.7M |
| Strategic Investment Solutions, Inc. | 0.39% | Reduce -14.4% | 34,035 | $1.7M |
| Daymark Wealth Partners, LLC | 0.04% | Add +0.7% | 33,610 | $1.7M |
| Alpine Bank Wealth Management | 0.21% | Add +16.4% | 33,024 | $1.6M |
| MontVue Capital Management, Inc. | 0.93% | Reduce -2.3% | 32,553 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Add +4.4% | 31,987 | $1.6M |
| Private Trust Co. NA | 0.13% | Add +389.5% | 31,795 | $1.6M |
| Boston Family Office LLC | 0.10% | Reduce -15.5% | 31,744 | $1.6M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | No change | 31,460 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +31.5% | 31,066 | $1.5M |
| Osborne Partners Capital Management, LLC | 0.09% | Reduce -20.5% | 31,000 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +8.8% | 30,045 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -28.8% | 29,378 | $1.5M |
| Morgan Stanley | 0.00% | Add +10.7% | 28,990 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -3.3% | 28,899 | $1.4M |
| Beese Fulmer Investment Management, Inc. | 0.08% | Add +12.6% | 28,800 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +3.5% | 28,143 | $1.4M |
| R.H. Investment Group, LLC | 1.05% | Add +6.4% | 28,100 | $1.4M |
| Strategic Wealth Advisors LLC | 1.19% | Reduce -67.4% | 28,038 | $1.4M |
| Amicus Financial Advisors, LLC | 0.34% | Add +0.0% | 27,918 | $1.4M |
| Prudent Man Investment Management, Inc. | 0.47% | No change | 27,772 | $1.4M |
| Roble, Belko & Company, Inc | 0.15% | Reduce -0.4% | 27,434 | $1.4M |
| Kings Path Partners LLC | 0.36% | Add +1469.8% | 27,189 | $1.4M |
| Belpointe Asset Management LLC | 0.04% | Reduce -60.7% | 27,110 | $1.3M |
| Verus Financial Partners, Inc. | 0.12% | Reduce -0.8% | 27,038 | $1.3M |
| NewEdge Wealth, LLC | 0.01% | Reduce -15.1% | 26,923 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -18.9% | 26,835 | $1.3M |
| Ballew Advisors, Inc | 0.68% | No change | 26,382 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +39.8% | 26,217 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 26,014 | $1.3M |
| SP Asset Management LLC | 0.10% | Reduce -53.1% | 25,580 | $1.3M |
| Southeast Asset Advisors, LLC | 0.13% | New | 25,242 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.07% | Add +22.7% | 25,040 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -28.0% | 24,812 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +75.4% | 24,694 | $1.2M |
| Market Street Wealth Management Advisors LLC | 0.17% | Reduce -7.7% | 24,276 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -51.9% | 24,212 | $1.2M |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -4.6% | 23,982 | $1.2M |
| Quantinno Capital Management LP | 0.00% | New | 23,183 | $1.2M |
| TriaGen Wealth Management LLC | 0.29% | Reduce -3.6% | 23,015 | $1.1M |
| GatePass Capital, LLC | 0.45% | Reduce -6.1% | 23,000 | $1.1M |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.3% | 22,904 | $1.1M |
| Finivi Inc. | 0.57% | Add +92.5% | 22,234 | $1.1M |
| Savant Capital, LLC | 0.00% | Add +138.2% | 22,007 | $1.1M |
| Allworth Financial LP | 0.00% | Add +37.8% | 21,875 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.0% | 21,824 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.23% | Reduce -0.0% | 21,748 | $1.1M |
| Core Wealth Advisors, Inc. | 0.21% | Add +0.0% | 21,345 | $1.1M |
| Alkeme Wealth, LLC | 0.41% | Add +10.8% | 21,334 | $1.1M |
| Spire Wealth Management | 0.03% | Add +193.7% | 21,137 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.1% | 21,130 | $1.1M |
| Tribridge Partners Financial LLC | 0.41% | New | 21,126 | $1.0M |
| Bouchey Financial Group, Ltd. | 0.07% | Reduce -5.6% | 20,991 | $1.0M |
| Manchester Capital Management LLC | 0.14% | No change | 20,922 | $1.0M |
| Petersen Hastings Wealth Advisors Inc. | 0.09% | Reduce -15.0% | 20,737 | $1.0M |
| Avestar Capital, LLC | 0.06% | No change | 20,100 | $1.0M |
| Powerhouse Assets LLC | 0.81% | Add +5.5% | 20,051 | $998K |
| Brookstone Capital Management | 0.01% | Add +0.8% | 19,987 | $995K |
| Joseph Group Capital Management | 0.21% | Reduce -12.5% | 19,981 | $995K |
| Regatta Capital Group, LLC | 0.13% | Add +14.8% | 19,938 | $993K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +11.2% | 19,880 | $990K |
| Texas Yale Capital Corp. | 0.02% | Reduce -26.5% | 19,620 | $977K |
| Cypress Point Wealth Management, LLC | 0.20% | Add +3.6% | 19,422 | $967K |
| Cerity Partners LLC | 0.00% | Add +0.5% | 19,213 | $957K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.5% | 19,212 | $956K |
| Life Planning Partners, Inc | 0.70% | Reduce -3.5% | 18,901 | $941K |
| Essential Planning, LLC. | 0.25% | Add +41.6% | 18,023 | $897K |
| Naples Global Advisors, LLC | 0.05% | No change | 17,650 | $879K |
| Roberts Wealth Advisors, LLC | 0.19% | Reduce -52.7% | 17,168 | $855K |
| Cheviot Value Management, LLC | 0.09% | No change | 16,805 | $837K |
| Stephens Inc. | 0.01% | Add +23.8% | 16,534 | $823K |
| Yarger Wealth Strategies, LLC | 0.29% | Reduce -58.8% | 16,274 | $808K |
| CGC Financial Services, LLC | 0.18% | Add +4.1% | 16,161 | $804K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.5% | 16,123 | $803K |
| Valpey Financial Services, LLC | 0.47% | Add +11.6% | 15,855 | $789K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.03% | Add +14.5% | 15,810 | $787K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.9% | 15,801 | $787K |
| Elm3 Financial Group, LLC | 0.54% | New | 15,755 | $784K |
| Northwest Wealth Management, LLC | 0.10% | Reduce -6.8% | 15,599 | $777K |
| Pinnacle Associates Ltd. | 0.01% | Add +35.6% | 15,527 | $773K |
| Sax Wealth Advisors, LLC | 0.03% | Add +58.4% | 15,467 | $770K |
| WESCAP Management Group, Inc. | 0.14% | Add +0.5% | 15,122 | $753K |
| Keudell/Morrison Wealth Management | 0.14% | No change | 15,000 | $747K |
| Carnegie Lake Advisors LLC | 0.27% | No change | 14,699 | $732K |
| RFG Advisory, LLC | 0.01% | Reduce -0.7% | 14,326 | $713K |
| Compass Financial Group, INC | 0.08% | Reduce -5.1% | 14,295 | $712K |
| Christensen, King & Associates Investment Services, Inc. | 0.28% | No change | 13,931 | $693K |
| GFS Advisors, LLC | 0.07% | New | 3,220 | $679K |
| Infinity Wealth Counsel, LLC | 0.54% | Reduce -7.7% | 13,507 | $672K |
| NewSquare Capital LLC | 0.05% | New | 13,452 | $670K |
| Nikulski Financial, Inc. | 0.14% | Add +4.1% | 13,420 | $668K |
| Daner Wealth Management, LLC | 0.36% | Reduce -7.5% | 13,403 | $666K |
| Jacobi Capital Management LLC | 0.03% | Add +99.1% | 13,260 | $660K |
| Latitude Advisors, LLC | 0.26% | Add +0.1% | 13,210 | $658K |
| Index Fund Advisors, Inc. | 0.03% | Reduce -23.4% | 12,934 | $644K |
| World Equity Group, Inc. | 0.14% | No change | 12,882 | $641K |
| William Howard & Co Financial Advisors Inc | 0.48% | No change | 12,476 | $621K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 12,085 | $602K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.4% | 12,022 | $598K |
| Old Peak Finance LLC | 0.29% | Add +0.3% | 11,892 | $592K |
| SAM Advisors, LLC | 0.16% | Reduce -3.6% | 11,852 | $590K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -69.0% | 11,761 | $585K |
| Evolution Advisers, Inc. | 0.21% | Add +363.2% | 11,650 | $579K |
| Mgo One Seven LLC | 0.01% | No change | 11,591 | $577K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -9.6% | 11,366 | $566K |
| Donaldson Capital Management, LLC | 0.02% | New | 11,338 | $564K |
| AQR Capital Management | 0.00% | Add +8.6% | 11,209 | $558K |
| Gradient Capital Advisors, LLC | 0.13% | Add +2.4% | 11,131 | $554K |
| Central Valley Advisors, LLC | 0.14% | Reduce -2.8% | 10,929 | $544K |
| First PREMIER Bank | 0.09% | Add +2081.8% | 10,909 | $543K |
| Joel Adams & Associates, Inc. | 0.35% | Add +1.1% | 10,815 | $538K |
| Mainsail Asset Management, LLC | 0.21% | Reduce -6.3% | 10,757 | $535K |
| WBH Advisory Inc. | 0.04% | Reduce -8.7% | 10,586 | $527K |
| Ballentine Capital Advisors, Inc | 0.20% | Reduce -8.2% | 10,535 | $524K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +8.0% | 10,494 | $522K |
| Hager Investment Management Services, LLC | 0.24% | No change | 10,453 | $520K |
| CreativeOne Wealth, LLC | 0.01% | Add +91.4% | 10,429 | $519K |
| Ruedi Wealth Management, Inc. | 0.12% | Reduce -34.9% | 10,263 | $511K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 10,191 | $507K |
| New Hampshire Trust | 0.09% | No change | 10,054 | $500K |
| Midwest Trust Co | 0.01% | Reduce -0.8% | 10,054 | $500K |
| Washington Capital Management, Inc. | 0.33% | New | 10,000 | $498K |
| Wesbanco Bank Inc. | 0.01% | Add +2.1% | 9,749 | $485K |
| Park Avenue Securities LLC | 0.00% | Add +35.5% | 9,734 | $485K |
| US Bancorp \de | 0.00% | Add +242.4% | 9,687 | $482K |
| Ameritas Advisory Services, LLC | 0.01% | New | 9,656 | $481K |
| Family CFO Inc | 0.18% | Add +12.3% | 9,643 | $480K |
| Retirement Planning Group, LLC | 0.01% | Reduce -5.2% | 9,567 | $476K |
| Fifth Third Bancorp | 0.00% | Add +35.4% | 9,351 | $465K |
| MidAtlantic Capital Management, Inc. | 0.29% | Add +0.6% | 9,240 | $460K |
| Howard Wealth Management, LLC | 0.17% | Add +7.7% | 9,040 | $450K |
| Partnership Wealth Management, LLC | 0.30% | New | 9,038 | $450K |
| Principal Securities, Inc. | 0.01% | Reduce -0.3% | 9,025 | $449K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 8,741 | $435K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +14.2% | 8,663 | $431K |
| Burton Enright Welch | 0.05% | Reduce -3.1% | 8,475 | $422K |
| Keel Point, LLC | 0.02% | Add +0.4% | 8,395 | $418K |
| Kapstone Financial Advisors LLC | 0.17% | New | 8,280 | $412K |
| Kurv Investment Management LLC | 0.31% | New | 8,016 | $399K |
| HighPoint Advisor Group LLC | 0.01% | New | 8,001 | $398K |
| North Star Investment Management Corp. | 0.02% | Add +20.9% | 7,972 | $397K |
| Money Concepts Capital Corp. | 0.02% | Reduce -27.4% | 7,944 | $395K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -6.9% | 7,829 | $390K |
| TRB Wealth Management, LLC | 0.05% | Reduce -0.9% | 7,727 | $385K |
| Planning Directions Inc. | 0.18% | Add +5.8% | 7,713 | $384K |
| Aegis Wealth Management LLC | 0.18% | Add +36.3% | 7,598 | $378K |
| Denver Wealth Management, Inc. | 0.11% | Reduce -41.1% | 7,566 | $377K |
| Forum Financial Management, LP | 0.00% | New | 7,482 | $372K |
| Sard Wealth Management Group, LLC | 0.18% | Add +0.7% | 7,474 | $372K |
| Castleview Partners, LLC | 0.16% | Add +2.1% | 7,449 | $371K |
| J. Derek Lewis & Associates Inc. | 0.07% | Add +1.1% | 7,270 | $362K |
| Silverlake Wealth Management LLC | 0.07% | Add +29.8% | 7,260 | $361K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.1% | 7,180 | $357K |
| Culbertson A N & Co. Inc. | 0.04% | Add +6.8% | 7,100 | $353K |
| CWA Asset Management Group, LLC | 0.01% | Add +7.7% | 7,000 | $348K |
| Wealth Management Associates, Inc. | 0.10% | No change | 6,950 | $346K |
| Krilogy Financial LLC | 0.01% | Add +0.1% | 6,874 | $342K |
| Thompson Davis & Co., Inc. | 0.20% | New | 6,873 | $342K |
| Argos Wealth Advisors, LLC | 0.09% | Add +39.4% | 6,860 | $341K |
| Mezzasalma Advisors, LLC | 0.07% | New | 6,852 | $341K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +33.9% | 6,817 | $339K |
| Bath Savings Trust Co | 0.04% | No change | 6,798 | $338K |
| Odyssey Capital Advisors, Inc. | 0.24% | Reduce -6.0% | 6,765 | $337K |
| Prepared Retirement Institute LLC | 0.14% | No change | 6,634 | $330K |
| OceanIQ Capital, LLC | 0.20% | — | 6,600 | $328K |
| Curi Capital, LLC | 0.01% | No change | 6,574 | $327K |
| Financial Plan, Inc. | 0.03% | New | 6,508 | $324K |
| New Capital Management LP | 0.07% | Reduce -25.1% | 6,323 | $315K |
| Bulwark Capital Corp | 0.18% | Add +317.5% | 6,292 | $313K |
| Cutler Investment Counsel LLC | 0.03% | No change | 6,266 | $312K |
| Cogent Private Wealth, Inc. | 0.19% | No change | 6,103 | $304K |
| Topsail Wealth Management, LLC | 0.04% | New | 6,089 | $303K |
| Peak Asset Management, LLC | 0.04% | No change | 6,062 | $302K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -65.1% | 6,042 | $301K |
| Safeguard Investment Advisory Group, LLC | 0.07% | New | 6,036 | $300K |
| Commerce Bank | 0.00% | No change | 6,009 | $299K |
| 25 LLC | 0.08% | Add +0.5% | 5,964 | $297K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +14.1% | 5,915 | $294K |
| Integrity Alliance, Llc. | 0.01% | Add +10.4% | 5,895 | $293K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 5,850 | $291K |
| Choreo, LLC | 0.00% | Reduce -20.9% | 5,845 | $291K |
| TAGStone Capital, Inc. | 0.09% | Reduce -37.2% | 5,738 | $286K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 5,717 | $285K |
| Terril Brothers, Inc. | 0.07% | No change | 5,700 | $284K |
| Long Island Wealth Management, Inc. | 0.12% | Add +39.6% | 5,674 | $282K |
| WNY Asset Management, LLC | 0.03% | Add +0.2% | 5,616 | $280K |
| China Universal Asset Management Co., Ltd. | 0.02% | New | 5,600 | $279K |
| Prospera Financial Services Inc | 0.00% | Add +3.7% | 5,600 | $279K |
| Fortis Advisors, LLC | 0.13% | Reduce -81.0% | 5,588 | $278K |
| Magnus Financial Group LLC | 0.02% | New | 5,540 | $276K |
| Aegis Wealth Management, Inc. | 0.18% | Reduce -27.8% | 5,524 | $275K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 5,500 | $274K |
| Planning Center, Inc. | 0.03% | No change | 5,499 | $274K |
| Tradewinds, LLC. | 0.06% | New | 1,004 | $273K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -25.2% | 5,447 | $271K |
| Triumph Capital Management | 0.05% | Add +78.3% | 5,437 | $271K |
| Kingsview Wealth Management, LLC | 0.00% | Add +14.6% | 5,429 | $270K |
| Lido Advisors, LLC | 0.00% | No change | 5,385 | $268K |
| Inspirion Wealth Advisors, LLC | 0.03% | Add +1.1% | 5,396 | $268K |
| Coston, McIsaac & Partners | 0.05% | Reduce -2.9% | 5,339 | $265K |
| Summit Financial, LLC | 0.00% | Reduce -27.3% | 5,317 | $265K |
| Successful Portfolios LLC | 0.12% | Reduce -13.3% | 5,301 | $263K |
| Signal Tree Financial Partners LLC | 0.17% | Add +3.2% | 5,257 | $262K |
| Capital Square, LLC | 0.11% | Add +3.2% | 5,145 | $255K |
| IHT Wealth Management, LLC | 0.01% | Reduce -98.4% | 5,099 | $254K |
| Corundum Group, Inc. | 0.07% | No change | 5,069 | $252K |
| Kropog Financial Group, LLC | 0.18% | Add +1.1% | 5,068 | $252K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,055 | $252K |
| Hanover Advisors Inc. | 0.09% | No change | 4,998 | $249K |
| Mutual Advisors, LLC | 0.00% | Reduce -17.6% | 4,962 | $247K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 4,932 | $246K |
| Curio Wealth, LLC | 0.08% | No change | 4,938 | $246K |
| Insigneo Advisory Services, LLC | 0.01% | Add +19.9% | 4,934 | $246K |
| Busey Bank | 0.01% | No change | 4,853 | $242K |
| Tradewinds Capital Management, LLC | 0.04% | Add +27.7% | 4,823 | $240K |
| Fisher Asset Management | 0.00% | Add +0.2% | 4,772 | $238K |
| Pathstone Holdings, LLC | 0.00% | No change | 4,742 | $236K |
| Symphony Financial Services, Inc. | 0.11% | No change | 4,725 | $235K |
| SJS Investment Consulting Inc. | 0.03% | Add +0.8% | 4,713 | $235K |
| HBK Sorce Advisory LLC | 0.00% | Reduce -13.9% | 4,716 | $234K |
| GSG Advisors LLC | 0.05% | Add +0.6% | 4,689 | $233K |
| Olde Wealth Management, LLC | 0.07% | Add +0.0% | 4,645 | $231K |
| Hopwood Financial Services, Inc. | 0.13% | Reduce -8.0% | 4,600 | $229K |
| Pettyjohn, Wood & White, Inc. | 0.03% | No change | 4,588 | $228K |
| Ritholtz Wealth Management | 0.00% | Reduce -4.6% | 4,505 | $224K |
| Baker Ellis Asset Management LLC | 0.02% | New | 4,500 | $224K |
| Allen Investment Management, LLC | 0.00% | No change | 4,488 | $223K |
| Wisconsin Wealth Advisors, LLC | 0.19% | No change | 4,442 | $221K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 4,371 | $218K |
| Diversify Advisory Services, LLC | 0.00% | New | 4,326 | $215K |
| Diversify Wealth Management, LLC | 0.00% | Add +1.1% | 4,326 | $215K |
| Holderness Investments Co. | 0.04% | No change | 4,245 | $211K |
| Hummer Financial Advisory Services Inc | 0.14% | No change | 4,200 | $209K |
| Convergence Financial, LLC | 0.02% | Reduce -95.5% | 4,160 | $207K |
| Ieq Capital, LLC | 0.00% | New | 4,141 | $206K |
| Brasada Capital Management, LP | 0.04% | Reduce -21.5% | 4,123 | $205K |
| CVA Family Office, LLC | 0.02% | No change | 4,083 | $203K |
| Baird Financial Group, Inc. | 0.00% | New | 4,081 | $203K |
| Financial Perspectives, Inc | 0.05% | No change | 4,042 | $201K |
| Signaturefd, LLC | 0.00% | Add +4877.5% | 3,982 | $198K |
| Vanguard National Trust Co | 0.01% | No change | 3,974 | $198K |
| Vanguard Advisers Inc. | 0.00% | Add +82.1% | 3,310 | $165K |
| Eastern Bank | 0.00% | No change | 3,133 | $156K |
| Tompkins Financial Corp. | 0.01% | New | 2,852 | $142K |
| Blume Capital Management, Inc. | 0.02% | No change | 2,819 | $140K |
| Anchor Investment Management, LLC | 0.01% | Add +1.1% | 2,412 | $120K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.6% | 2,232 | $111K |
| SHP Wealth Management | 0.01% | Reduce -37.2% | 2,154 | $107K |
| Robinswood Financial LLC | 0.03% | Add +0.5% | 2,139 | $107K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,972 | $98K |
| Leo H. Evart, Inc. | 0.07% | Reduce -12.4% | 1,814 | $90K |
| Avalon Trust Co | 0.01% | No change | 1,800 | $90K |
| Financial Management Professionals, Inc. | 0.01% | No change | 1,795 | $89K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,713 | $85K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +4.1% | 1,676 | $83K |
| Bessemer Group Inc. | 0.00% | New | 1,653 | $82K |
| FMR LLC | 0.00% | Add +27.7% | 1,595 | $79K |
| Cornerstone Financial Management LLC | 0.06% | Add +648.3% | 1,579 | $79K |
| Frankly Finances, LLC | 0.06% | Reduce -2.6% | 1,517 | $76K |
| Elevation Wealth Partners, LLC | 0.02% | New | 1,512 | $75K |
| National Bank of Canada | 0.00% | No change | 1,437 | $72K |
| Creative Financial Designs Inc. | 0.00% | Add +90.4% | 1,428 | $71K |
| Lanark Financial, Inc. | 0.00% | Add +0.7% | 1,385 | $69K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 1,383 | $69K |
| Graney & King, LLC | 0.02% | Reduce -44.1% | 1,327 | $66K |
| Tidemark, LLC | 0.01% | Add +154.7% | 1,080 | $54K |
| Bank of New Hampshire | 0.01% | Add +31.1% | 1,033 | $51K |
| Westfuller Advisors, LLC | 0.02% | Add +1.0% | 1,024 | $51K |
| Dunhill Financial, LLC | 0.01% | No change | 1,018 | $51K |
| Montag A & Associates Inc. | 0.00% | New | 1,005 | $50K |
| Hollencrest Capital Management | 0.00% | New | 894 | $45K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 857 | $43K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 814 | $41K |
| NBH Bank | 0.02% | — | 744 | $37K |
| Fiduciary Financial Advisors | 0.00% | New | 739 | $37K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 647 | $32K |
| Investment Counsel Co. of Nevada | 0.06% | New | 613 | $31K |
| Front Row Advisors LLC | 0.01% | No change | 600 | $30K |
| Kingdom Financial Group LLC. | 0.01% | Add +1.1% | 553 | $28K |
| Rialto Wealth Management, LLC | 0.01% | No change | 522 | $26K |
| Assetmark, Inc. | 0.00% | No change | 518 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 509 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 500 | $25K |
| IFP Advisors, Inc | 0.00% | Reduce -54.8% | 448 | $22K |
| Lam Group, Inc. | 0.01% | Add +1.8% | 446 | $22K |
| Olistico Wealth, LLC | 0.01% | Add +1.7% | 413 | $21K |
| Parallel Advisors, LLC | 0.00% | No change | 410 | $20K |
| Compass Financial Management LLC | 0.00% | — | 400 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 362 | $18K |
| Bank of Montreal | 0.00% | Reduce -30.0% | 350 | $17K |
| Aventura Private Wealth, LLC | 0.00% | No change | 324 | $16K |
| Smartleaf Asset Management LLC | 0.00% | No change | 321 | $16K |
| MCF Advisors LLC | 0.00% | No change | 260 | $13K |
| Nemes Rush Group LLC | 0.00% | No change | 246 | $12K |
| Strengthening Families & Communities, LLC | 0.00% | New | 161 | $8K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 140 | $7K |
| Key Capital Management, INC | 0.00% | New | 90 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 85 | $4K |
| Gilpin Wealth Management, LLC | 0.00% | New | 62 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 61 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 36 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 33 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 30 | $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.