VUSB Institutional Ownership
Vanguard Ultra-Short Bond ETF
1W: +0.1%
1M: -0.3%
3M: -0.5%
YTD: -0.2%
1Y: +0.3%
3Y: +12.8%
5Y: +15.6%
$49.41
+0.01 (+0.01%)
Weekly Expected Move ±0.2%
$49
$49
$49
$50
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Overview
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Holdings
Changes
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Analysis
Peers
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Institutional Ownership — VUSB
518
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
53
New Positions
220
Increased
169
Reduced
29
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (547 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 24,774,687 | 1.2B | -400,776 | -1.6% | 13Q | SEC ↗ |
| 2 | Kensington Asset Management, LLC | 4,125,497 | $204M | +1,271,900 | +44.6% | 5Q | SEC ↗ |
| 3 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTH | 3,713,491 | $184M | -5,092,509 | -57.8% | 2Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 3,678,347 | $182M | +65,055 | +1.8% | 13Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 3,244,743 | $160M | +254,450 | +8.5% | 12Q | SEC ↗ |
| 6 | Bramshill Investments, LLC | 3,112,942 | $154M | +11,058 | +0.4% | 6Q | SEC ↗ |
| 7 | LPL Financial LLC | 2,625,517 | $130M | +98,731 | +3.9% | 17Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 1,976,448 | $98M | +216,708 | +12.3% | 19Q | SEC ↗ |
| 9 | Blue Trust, Inc. | 1,558,474 | $77M | -449,735 | -22.4% | 14Q | SEC ↗ |
| 10 | Avion Wealth | 1,498,238 | $74M | +66,288 | +4.6% | 20Q | SEC ↗ |
| 11 | Wharton Business Group, LLC | 1,437,741 | $71M | +13,537 | +1.0% | 20Q | SEC ↗ |
| 12 | Pacific Center for Financial Services | 1,222,387 | $60M | +98,588 | +8.8% | 14Q | SEC ↗ |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | 987,814 | $49M | +976,365 | +8528.0% | 4Q | SEC ↗ |
| 14 | Waverly Advisors, LLC | 917,885 | $45M | +396,705 | +76.1% | 16Q | SEC ↗ |
| 15 | Charter Oak Capital Management, LLC | 872,856 | $43M | +294,373 | +50.9% | 3Q | SEC ↗ |
| 16 | MML INVESTORS SERVICES, LLC | 857,265 | $42M | +376,122 | +78.2% | 18Q | SEC ↗ |
| 17 | DMKC Advisory Services, LLC | 817,806 | $40M | +811,866 | +13667.8% | 2Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 673,738 | $33M | +26,816 | +4.1% | 21Q | SEC ↗ |
| 19 | Red Wave Investments LLC | 651,243 | $32M | -8,838 | -1.3% | 15Q | SEC ↗ |
| 20 | 55 North Private Wealth, LLC | 646,795 | $32M | +119,785 | +22.7% | 3Q | SEC ↗ |
| 21 | RAFFA WEALTH MANAGEMENT, LLC | 622,737 | $31M | +127,055 | +25.6% | 17Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 595,055 | $29M | -238,562 | -28.6% | 7Q | SEC ↗ |
| 23 | Fortitude Advisory Group L.L.C. | 536,537 | $27M | -11,982 | -2.2% | 3Q | SEC ↗ |
| 24 | Fonville Wealth Management LLC | 509,593 | $25M | +15,103 | +3.1% | 11Q | SEC ↗ |
| 25 | Mariner, LLC | 491,335 | $24M | +214,793 | +77.7% | 19Q | SEC ↗ |
| 26 | Spectrum Asset Management, Inc. (NB/CA | 487,873 | $24M | +21,317 | +4.6% | 4Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 483,625 | $24M | -212,675 | -30.5% | 21Q | SEC ↗ |
| 28 | Alpha Omega Wealth Management LLC | 479,829 | $24M | -11,742 | -2.4% | 6Q | SEC ↗ |
| 29 | Advisory Services Network, LLC | 467,995 | $23M | +4,443 | +1.0% | 4Q | SEC ↗ |
| 30 | Warwick Investment Management, Inc. | 462,039 | $23M | +298,509 | +182.5% | 10Q | SEC ↗ |
| 31 | HORIZON KINETICS ASSET MANAGEMENT LLC | 461,108 | $23M | +122,054 | +36.0% | 15Q | SEC ↗ |
| 32 | Global Wealth Management, LLC | 450,535 | $22M | +10,285 | +2.3% | 8Q | SEC ↗ |
| 33 | LOWE BROCKENBROUGH & CO INC | 443,065 | $22M | +8,062 | +1.9% | 18Q | SEC ↗ |
| 34 | NKCFO LLC | 415,500 | $21M | +11,900 | +2.9% | 4Q | SEC ↗ |
| 35 | TITLEIST ASSET MANAGEMENT, LLC | 412,804 | $20M | -3,322 | -0.8% | 10Q | SEC ↗ |
| 36 | Capital Advantage, Inc. | 412,453 | $20M | +64,545 | +18.6% | 2Q | SEC ↗ |
| 37 | Arax Advisory Partners NEW | 398,105 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 38 | OSAIC HOLDINGS, INC. | 394,208 | $19M | +28,973 | +7.9% | 21Q | SEC ↗ |
| 39 | ECLECTIC ASSOCIATES INC /ADV | 391,076 | $19M | +85,840 | +28.1% | 15Q | SEC ↗ |
| 40 | Cetera Investment Advisers | 390,993 | $19M | +89,780 | +29.8% | 17Q | SEC ↗ |
| 41 | Chicago Partners Investment Group LLC | 389,449 | $19M | +124,514 | +47.0% | 15Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 381,045 | $19M | +35,034 | +10.1% | 20Q | SEC ↗ |
| 43 | Coyle Financial Counsel LLC | 378,923 | $19M | +9,011 | +2.4% | 12Q | SEC ↗ |
| 44 | Eagle Capital Management, LLC | 375,569 | $19M | -14,335 | -3.7% | 4Q | SEC ↗ |
| 45 | M Holdings Securities, Inc. | 363,073 | $18M | -15,916 | -4.2% | 3Q | SEC ↗ |
| 46 | David Kennon Inc | 354,232 | $18M | -5,964 | -1.7% | 14Q | SEC ↗ |
| 47 | Valtinson Bruner Financial Planning LL | 331,292 | $16M | -9,089 | -2.7% | 6Q | SEC ↗ |
| 48 | McClarren Financial Advisors, Inc. | 330,616 | $16M | +20,821 | +6.7% | 21Q | SEC ↗ |
| 49 | TruWealth Advisors, LLC | 326,580 | $16M | +44,019 | +15.6% | 17Q | SEC ↗ |
| 50 | Calder Financial LLC | 320,831 | $16M | -9,456 | -2.9% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 398,105 | $20M |
| Schulz Wealth, LTD. | 174,683 | $9M |
| Evanson Financial, LLC | 136,854 | $7M |
| Clear Creek Financial Management, L | 105,720 | $5M |
| Coppell Advisory Solutions LLC | 78,876 | $4M |
| Modern Wealth Management, LLC | 58,921 | $3M |
| Anchor Bay Capital, Inc. | 41,398 | $2M |
| HRT FINANCIAL LP | 36,131 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 26,014 | $1M |
| Southeast Asset Advisors, LLC | 25,242 | $1M |
| Quantinno Capital Management LP | 23,183 | $1M |
| Tribridge Partners Financial LLC | 21,126 | $1M |
| Elm3 Financial Group, LLC | 15,755 | $779K |
| NewSquare Capital LLC | 13,452 | $665K |
| DONALDSON CAPITAL MANAGEMENT, LLC | 11,338 | $560K |
| WASHINGTON CAPITAL MANAGEMENT, INC | 10,000 | $494K |
| Ameritas Advisory Services, LLC | 9,656 | $477K |
| Partnership Wealth Management, LLC | 9,038 | $447K |
| Sequoia Financial Advisors, LLC | 8,741 | $432K |
| Kapstone Financial Advisors LLC | 8,280 | $409K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Allspring Global Investments Holdin | 893,268 | $44M |
| CAPITAL ADVISORS INC/OK | 580,847 | $29M |
| JANE STREET GROUP, LLC | 257,480 | $13M |
| Thrivent Financial for Lutherans | 166,321 | $8M |
| 49 WEALTH MANAGEMENT, LLC | 113,737 | $6M |
| GC Wealth Management RIA, LLC | 55,151 | $3M |
| Heirloom Wealth Management | 41,172 | $2M |
| INTREPID FAMILY OFFICE LLC | 32,500 | $2M |
| Orion Porfolio Solutions, LLC | 21,727 | $1M |
| TD Waterhouse Canada Inc. | 20,000 | $988K |
| Kraft, Davis & Associates, LLC | 15,545 | $768K |
| GOLDMAN SACHS GROUP INC | 13,740 | $679K |
| TWO SIGMA SECURITIES, LLC | 12,847 | $635K |
| Victrix Investment Advisors | 10,387 | $513K |
| Mills Wealth Advisors LLC | 9,471 | $468K |
| Berger Financial Group, Inc | 9,074 | $448K |
| Allegheny Financial Group | 8,346 | $412K |
| Bank of New York Mellon Corp | 8,227 | $407K |
| WELLINGTON-ALTUS USA INC. | 8,058 | $398K |
| Triton Financial Group Inc | 7,835 | $387K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEA | -5,092,509 | -57.8% | 3,713,491 |
| Clearstead Advisors, LLC | -730,323 | -82.8% | 151,286 |
| Blue Trust, Inc. | -449,735 | -22.4% | 1,558,474 |
| JPMORGAN CHASE & CO | -400,776 | -1.6% | 24,774,687 |
| IHT Wealth Management, LLC | -307,044 | -98.4% | 5,099 |
| RAYMOND JAMES FINANCIAL INC | -238,562 | -28.6% | 595,055 |
| ROYAL BANK OF CANADA | -212,675 | -30.5% | 483,625 |
| CITADEL ADVISORS LLC | -203,856 | -63.8% | 115,752 |
| Tower Research Capital LLC (TRC) | -119,155 | -99.9% | 61 |
| Leeward Financial Partners, LLC | -115,262 | -52.1% | 105,776 |
| Convergence Financial, LLC | -88,522 | -95.5% | 4,160 |
| Relyea Zuckerberg Hanson LLC | -72,564 | -67.1% | 35,531 |
| Strategic Wealth Advisors LLC | -57,970 | -67.4% | 28,038 |
| Blom & Howell Financial Planning, I | -53,184 | -21.0% | 199,993 |
| EVERETT HARRIS & CO /CA | -49,750 | -33.8% | 97,500 |
| Belpointe Asset Management LLC | -41,842 | -60.7% | 27,110 |
| AE Wealth Management LLC | -34,010 | -11.1% | 271,284 |
| NVWM, LLC | -29,619 | -18.0% | 135,343 |
| SP Asset Management LLC | -28,932 | -53.1% | 25,580 |
| Focus Partners Wealth | -27,001 | -10.9% | 220,176 |