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Vanguard Ultra-Short Bond ETF (VUSB) Institutional Ownership

Vanguard Ultra-Short Bond ETF logo
$49.74 +0.07 (+0.14%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Ultra-Short Bond ETF (BATS:VUSB)

Number of
Institutional Buyers
(last 12 months)
177
Total
Institutional Inflows
(last 12 months)
$457.34M
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$297.78M
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VUSB Institutional Buying and Selling by Quarter

Vanguard Ultra-Short Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Regatta Capital Group LLC18,551$921K0.2%-29.5%0.022%
1/21/2025Cypress Point Wealth Management LLC13,226$656K0.2%+4.8%0.016%
1/21/2025CFS Investment Advisory Services LLC4,704$233K0.0%+5.9%0.006%
1/21/2025SJS Investment Consulting Inc.7,984$396K0.1%-7.9%0.009%
1/21/2025Eclectic Associates Inc. ADV129,990$6.45M1.9%-2.2%0.154%
1/17/2025 Market Street Wealth Management Advisors LLC7,422$368K0.1%-8.8%0.009%
1/17/2025 Avior Wealth Management LLC31,203$1.55M0.1%+665.5%0.037%
1/17/2025 Mutual Advisors LLC4,929$245K0.0%N/A0.006%
1/17/2025 Janney Montgomery Scott LLC12,593$625K0.0%-1.9%0.015%
1/17/2025 Bartlett & CO. Wealth Management LLC13,985$694K0.0%-25.9%0.017%
1/17/2025 Roberts Wealth Advisors LLC300,176$14.92M4.5%+56.8%0.357%
1/17/2025 Enclave Advisors LLC53,010$2.63M0.4%-23.8%0.063%
1/17/2025 Chesley Taft & Associates LLC59,166$2.94M0.1%+4.1%0.070%
1/16/2025 Aspiriant LLC35,190$1.75M0.1%+0.7%0.042%
1/16/2025 Mountain Pacific Investment Advisers LLC55,648$2.76M0.2%-9.6%0.066%
1/16/2025 Zhang Financial LLC4,918$244K0.0%N/A0.006%
1/16/2025 Global Wealth Management LLC270,124$13.40M8.6%-6.7%0.321%
1/16/2025 Evanson Asset Management LLC17,300$858K0.1%-3.4%0.021%
1/16/2025 Clarius Group LLC30,122$1.50M0.1%+17.9%0.036%
1/15/2025 Financial Management Professionals Inc.3,812$189K0.0%-98.5%0.005%
1/15/2025 TruWealth Advisors LLC164,030$8.14M0.5%+13.1%0.195%
1/15/2025 Ameritas Advisory Services LLC21,847$1.08M0.0%-72.4%0.026%
1/15/2025 HB Wealth Management LLC39,749$1.97M0.0%+16.0%0.047%
1/14/2025 Lakewood Asset Management LLC13,382$664K0.5%+2.6%0.016%
1/14/2025 SignalPoint Asset Management LLC6,992$347K0.1%-38.9%0.008%
1/14/2025 Websterrogers Financial Advisors LLC132,640$6.58M2.3%+2.3%0.158%
1/14/2025 Roble Belko & Company Inc38,790$1.93M0.3%-3.3%0.046%
1/14/2025 Apella Capital LLC168,224$8.35M0.3%+47.9%0.200%
1/14/2025 Founders Grove Wealth Partners LLC180,904$8.98M2.6%N/A0.215%
1/14/2025 Kathmere Capital Management LLC111,676$5.54M0.5%+38.5%0.133%
1/14/2025 Fortis Advisors LLC355,798$17.66M11.6%+0.5%0.423%
1/14/2025 GSG Advisors LLC8,648$429K0.1%-26.4%0.010%
1/13/2025 Christensen King & Associates Investment Services Inc.9,094$451K0.2%+5.9%0.011%
1/13/2025 Exeter Financial LLC13,896$690K0.3%+24.5%0.017%
1/13/2025 Salem Investment Counselors Inc.75,851$3.76M0.1%+3.7%0.090%
1/13/2025 New Capital Management LP39,460$1.96M0.6%-0.7%0.047%
1/10/2025 HBW Advisory Services LLC38,442$1.91M0.3%+3.6%0.046%
1/10/2025 CJM Wealth Advisers Ltd.15,112$750K0.3%N/A0.018%
1/7/2025 Bath Savings Trust Co6,400$318K0.0%+4.1%0.008%
1/6/2025 Kings Path Partners LLC6,354$315K0.1%-88.3%0.008%
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1/6/2025 CWA Asset Management Group LLC10,101$501K0.0%N/A0.012%
12/26/2024JPMorgan Chase & Co.18,913,851$944.56M0.1%+9.2%22.476%
11/26/2024Peapack Gladstone Financial Corp16,800$839K0.0%-29.1%0.020%
11/25/2024Sanctuary Advisors LLC32,925$1.64M0.0%-3.0%0.039%
11/19/2024Ballentine Capital Advisors Inc19,686$983K0.5%-23.5%0.023%
11/15/2024MML Investors Services LLC80,595$4.03M0.0%+4.3%0.096%
11/15/2024Pacific Center for Financial Services797,536$39.83M10.5%+2.6%0.948%
11/15/2024Orion Portfolio Solutions LLC12,010$600K0.0%+87.4%0.014%
11/15/2024Jane Street Group LLC24,359$1.22M0.0%N/A0.029%
11/15/2024Kovitz Investment Group Partners LLC7,000$350K0.0%N/A0.008%
11/15/2024WESCAP Management Group Inc.20,604$1.03M0.3%-14.9%0.024%
11/15/2024Stifel Financial Corp277,268$13.85M0.0%-0.1%0.329%
11/15/2024Red Wave Investments LLC563,216$28.13M9.8%+22.6%0.669%
11/15/2024Integrated Wealth Concepts LLC70,343$3.51M0.0%+1.5%0.084%
11/15/2024HighTower Advisors LLC550,461$27.47M0.0%+32.4%0.654%
11/15/2024Benjamin Edwards Inc.18,731$935K0.0%N/A0.022%
11/14/2024Kitching Partners LLC190,891$9.53M12.8%+226.1%0.227%
11/14/2024Flow Traders U.S. LLC248,235$12.40M0.6%-51.1%0.295%
11/14/2024Rockefeller Capital Management L.P.34,508$1.72M0.0%-8.8%0.041%
11/14/2024CWS Financial Advisors LLC43,054$2.15M0.8%+57.6%0.051%
11/13/2024Townsquare Capital LLC5,486$274K0.0%N/A0.007%
11/13/2024Bank of Montreal Can143,524$7.17M0.0%-3.4%0.171%
11/13/2024Horizon Kinetics Asset Management LLC174,133$8.70M0.1%-42.1%0.207%
11/12/2024Cahill Financial Advisors Inc.35,395$1.77M0.2%-3.0%0.042%
11/12/2024Pitcairn Co.90,189$4.50M0.3%N/A0.107%
11/8/2024Grant Street Asset Management Inc.8,624$431K0.1%-55.2%0.010%
11/8/2024Kraft Davis & Associates LLC11,806$588K0.2%-78.5%0.014%
11/7/2024 Fortis Advisors LLC353,995$17.68M11.5%-8.9%0.421%
11/7/2024Wharton Business Group LLC1,480,684$73.95M3.3%+1.4%1.760%
11/7/2024Colony Family Offices LLC363,011$18.13M5.6%-55.9%0.431%
11/7/2024Equity Investment Corp50,551$2.53M0.1%-2.5%0.060%
11/7/2024Planning Directions Inc.23,920$1.20M0.7%-44.3%0.028%
11/6/2024OneDigital Investment Advisors LLC78,627$3.93M0.0%+16.3%0.093%
11/6/2024SAM Advisors LLC7,082$354K0.1%-34.5%0.008%
11/6/2024Summit Asset Management LLC7,630$381K0.1%-40.5%0.009%
11/6/2024Peak Asset Management LLC12,662$632K0.1%-5.6%0.015%
11/5/2024Prime Capital Investment Advisors LLC6,627$331K0.0%-14.6%0.008%
11/5/2024Compass Financial Group Inc.40,709$2.03M0.9%+2.2%0.048%
11/5/2024Northwest Wealth Management LLC28,089$1.40M0.3%-5.8%0.033%
11/4/2024HTG Investment Advisors Inc.66,227$3.31M1.6%+11.5%0.079%
11/2/2024Mesirow Financial Investment Management Inc.279,443$13.96M0.3%-0.1%0.332%
11/1/2024 GSG Advisors LLC11,750$585K0.2%-15.2%0.014%
11/1/2024Cypress Point Wealth Management LLC12,620$630K0.2%-7.0%0.015%
11/1/2024Verus Financial Partners Inc.26,721$1.33M0.1%-3.8%0.032%
10/31/2024MontVue Capital Management Inc.39,072$1.95M1.5%-4.9%0.046%
10/30/2024Avidian Wealth Enterprises LLC36,127$1.80M0.1%-43.7%0.043%
10/30/2024 Ameritas Advisory Services LLC79,195$3.96M0.2%+3.5%0.094%
10/30/2024Capital Investment Services of America Inc.62,385$3.12M0.3%+6.7%0.074%
10/30/2024Leeward Financial Partners LLC25,077$1.25M0.5%-17.7%0.030%
10/30/2024Palisades Hudson Asset Management L.P.68,406$3.42M1.4%+10.5%0.081%
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10/30/2024Klingenstein Fields & Co. LP20,539$1.03M0.0%+6.8%0.024%
10/29/2024Nvwm LLC151,124$7.55M1.9%-0.6%0.180%
10/29/2024Acute Investment Advisory LLC544,758$27.21M15.6%-1.7%0.647%
10/29/2024Latitude Advisors LLC13,288$664K0.4%+1.7%0.016%
10/29/2024Chicago Partners Investment Group LLC60,973$3.04M0.1%-43.5%0.072%
10/29/2024Farther Finance Advisors LLC6,427$321K0.0%+2,139.4%0.008%
10/28/2024Lowe Brockenbrough & Co. Inc.221,673$11.07M0.7%+27.0%0.263%
10/28/2024Gladstone Institutional Advisory LLC17,577$878K0.0%-5.4%0.021%
10/28/2024Fonville Wealth Management LLC289,248$14.45M5.0%+9.2%0.344%
10/28/2024Lebenthal Global Advisors LLC24,277$1.21M0.2%+1.4%0.029%
(Data available from 1/1/2016 forward)

VUSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VUSB shares?

During the previous two years, 366 institutional investors and hedge funds held shares of Vanguard Ultra-Short Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($944.56M), Axiom Advisory LLC ($86.67M), Blue Trust Inc. ($76.71M), Wharton Business Group LLC ($73.95M), Renaissance Technologies LLC ($69.13M), Ronald Blue Trust Inc. ($67.20M), and Wells Fargo & Company MN ($53.65M).Learn more on VUSB's institutional investors.

Which institutional investors have been buying Vanguard Ultra-Short Bond ETF stock?

Of the 294 institutional investors that purchased Vanguard Ultra-Short Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($16.39M), Wharton Business Group LLC ($2.60M), Ronald Blue Trust Inc. ($1.37M), LPL Financial LLC ($858.85K), Avion Wealth ($782.18K), Colony Family Offices LLC ($748.14K), and Wells Fargo & Company MN ($578.09K).

How much institutional buying is happening at Vanguard Ultra-Short Bond ETF?

Institutional investors have bought a total of 40,131,402 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.

Which Vanguard Ultra-Short Bond ETF major shareholders have been selling company stock?

Of the 235 institutional investors that sold Vanguard Ultra-Short Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wharton Business Group LLC ($4.46M), TruWealth Advisors LLC ($2.20M), Verus Financial Partners Inc. ($1.33M), Grant Street Asset Management Inc. ($997.84K), Axiom Advisory LLC ($936.19K), Colony Family Offices LLC ($512.78K), and Cambridge Investment Research Advisors Inc. ($502.58K).

How much institutional selling is happening at Vanguard Ultra-Short Bond ETF?

Institutional investors have sold a total of 20,262,948 shares in the last 24 months. This volume of shares sold represents approximately $999.48M in transactions.



This page (BATS:VUSB) was last updated on 1/21/2025 by MarketBeat.com Staff
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