Vanguard Ultra-Short Bond ETF (VUSB) Institutional Ownership

$49.43
0.00 (0.00%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Ultra-Short Bond ETF (BATS:VUSB)

Number of
Institutional Buyers
(last 12 months)
186
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$500.49M
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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
5/17/2024 WealthPlan Investment Management LLC15,762$781K0.1%-87.9%0.019%
5/17/2024 Comerica Bank13,498$669K0.0%-15.4%0.016%
5/16/2024 Kraft Davis & Associates LLC58,908$2.91M0.9%-7.9%0.070%
5/16/2024 Waverly Advisors LLC491,199$24.34M0.6%+1,307.8%0.584%
5/15/2024 Flow Traders U.S. LLC75,230$3.73M0.2%+530.4%0.089%
5/15/2024 Fairview Capital Investment Management LLC5,650$280K0.0%-31.1%0.007%
5/14/2024 OLD Mission Capital LLC92,898$4.60M0.1%N/A0.110%
5/14/2024 Northwest Wealth Management LLC29,928$1.48M0.4%-4.1%0.036%
5/14/2024 InterOcean Capital Group LLC424,908$21.05M0.5%+1.9%0.505%
5/10/2024 Osaic Holdings Inc.163,727$8.11M0.0%-21.1%0.195%
5/10/2024 Pinnacle Wealth Planning Services Inc.7,743$384K0.1%+26.8%0.009%
5/9/2024 Blair William & Co. IL140,702$6.97M0.0%-8.2%0.167%
5/9/2024 HBK Sorce Advisory LLC5,887$292K0.0%-65.5%0.007%
5/9/2024 Clearwater Capital Advisors LLC6,864$340K0.0%N/A0.008%
5/9/2024 Planning Directions Inc.46,585$2.31M1.6%-8.8%0.055%
5/8/2024 SP Asset Management LLC76,164$3.77M0.4%-30.8%0.091%
5/8/2024 Verus Financial Partners Inc.28,468$1.41M0.2%-1.6%0.034%
5/7/2024 Anson Capital Inc.29,634$1.47M2.1%+63.9%0.035%
5/7/2024 Capital Square LLC23,554$1.17M0.8%N/A0.028%
5/7/2024 Nvwm LLC154,366$7.65M2.1%-4.8%0.183%
5/7/2024 Equity Investment Corp53,907$2.67M0.1%+19.1%0.064%
5/7/2024 PFG Advisors7,423$368K0.0%-19.6%0.009%
5/7/2024 TAGStone Capital Inc.68,684$3.40M2.0%-0.8%0.082%
5/6/2024 Manchester Capital Management LLC22,830$1.13M0.1%-6.1%0.027%
5/4/2024 McClarren Financial Advisors Inc.6,392$317K0.1%-91.9%0.008%
5/4/2024 One Degree Advisors Inc5,010$249K0.1%-81.8%0.006%
5/3/2024 MontVue Capital Management Inc.43,308$2.15M1.9%-4.9%0.051%
5/3/2024 Avidian Wealth Solutions LLC49,887$2.47M0.1%+4.3%0.059%
5/1/2024 Janney Montgomery Scott LLC14,100$699K0.0%-5.7%0.017%
5/1/2024 Blue Trust Inc.1,498,364$74.24M1.0%+4.2%1.781%
5/1/2024 Colony Family Offices LLC853,800$42.31M13.7%-1.4%1.015%
5/1/2024 Grant Street Asset Management Inc.23,582$1.17M0.4%-96.9%0.028%
4/30/2024 Private Advisor Group LLC11,919$590K0.0%-53.5%0.014%
4/30/2024 North Star Investment Management Corp.2,657$132K0.0%-15.3%0.003%
4/30/2024 Culbertson A N & Co. Inc.4,150$206K0.0%N/A0.005%
4/30/2024 Fortis Group Advisors LLC19,353$959K0.2%N/A0.023%
4/30/2024 HB Wealth Management LLC171,604$8.50M0.1%+14.3%0.204%
4/30/2024 Joel Isaacson & Co. LLC7,500$372K0.0%N/A0.009%
4/30/2024 Naples Global Advisors LLC58,125$2.88M0.3%-20.9%0.069%
4/29/2024Commonwealth Equity Services LLC158,147$7.84M0.0%-1.7%0.188%
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4/29/2024 Benjamin F. Edwards & Company Inc.6,411$318K0.0%+92.5%0.008%
4/27/2024 Fonville Wealth Management LLC201,609$9.99M4.4%+18.0%0.240%
4/26/2024 Sage Rhino Capital LLC78,821$3.91M0.9%+2.7%0.094%
4/26/2024 Chicago Partners Investment Group LLC104,583$5.17M0.2%+0.9%0.124%
4/26/2024 Mesirow Financial Investment Management Inc.66,415$3.29M0.1%N/A0.079%
4/26/2024 Robinson Smith Wealth Advisors LLC6,931$343K0.3%-3.7%0.008%
4/26/2024 Latitude Advisors LLC13,456$667K0.4%+1.6%0.016%
4/25/2024 Cambridge Investment Research Advisors Inc.266,720$13.22M0.1%+7.6%0.317%
4/24/2024 CENTRAL TRUST Co31,345$1.55M0.0%+397.0%0.037%
4/24/2024 Greenspring Advisors LLC11,059$548K0.1%+8.9%0.013%
4/24/2024 SOL Capital Management CO22,375$1.11M0.1%+15.6%0.027%
4/23/2024Busey Bank50,353$2.50M0.1%N/A0.060%
4/23/2024 Regatta Capital Group LLC29,897$1.48M0.3%-80.2%0.036%
4/23/2024 Applied Capital LLC26,752$1.33M0.8%-26.8%0.032%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA9,330$461K0.0%N/A0.011%
4/23/2024 Raymond James Financial Services Advisors Inc.112,853$5.59M0.0%+49.6%0.134%
4/22/2024 Signature Wealth Management Group71,828$3.55M1.6%+11.1%0.085%
4/19/2024 Willis Johnson & Associates Inc.20,117$997K0.1%-56.9%0.024%
4/19/2024 Madrona Financial Services LLC6,408$318K0.1%+44.9%0.008%
4/19/2024 Leeward Financial Partners LLC23,026$1.14M0.5%-47.9%0.027%
4/18/2024 RHS Financial LLC7,701$382K0.2%+71.7%0.009%
4/18/2024 MorganRosel Wealth Management LLC60,484$3.00M1.1%+46.5%0.072%
4/18/2024 Scott Capital Advisors LLC149,550$7.39M2.2%-0.5%0.178%
4/18/2024 Roberts Wealth Advisors LLC111,967$5.53M2.0%+78.1%0.133%
4/18/2024 Chatham Capital Group Inc.37,700$1.87M0.3%-4.0%0.045%
4/17/2024 Gradient Capital Advisors LLC15,151$751K0.3%-14.3%0.018%
4/17/2024 Annapolis Financial Services LLC106,579$5.28M1.7%-4.2%0.127%
4/16/2024 Monumental Financial Group Inc.139,539$6.91M3.7%+8.6%0.166%
4/16/2024 Financial Management Professionals Inc.229,580$11.38M1.7%+1.6%0.273%
4/16/2024Kathmere Capital Management LLC121,094$6M0.7%-4.7%0.144%
4/16/2024 Chesley Taft & Associates LLC46,605$2.31M0.1%+4.5%0.055%
4/16/2024 Wealth Enhancement Advisory Services LLC163,756$8.11M0.0%+27.2%0.195%
4/15/2024 Exeter Financial LLC9,493$469K0.2%+14.8%0.011%
4/15/2024 Wealthcare Advisory Partners LLC5,261$261K0.0%N/A0.006%
4/15/2024 Aspiriant LLC30,370$1.51M0.1%-13.6%0.036%
4/15/2024 Brookstone Capital Management7,532$373K0.0%-3.4%0.009%
4/13/2024 Evanson Asset Management LLC7,000$347K0.0%+16.7%0.010%
4/12/2024 Axiom Advisory LLC51,949$2.57M1.9%+3.5%0.075%
4/12/2024 Global Assets Advisory LLC28,988$1.44M0.0%N/A0.042%
4/12/2024 AdvisorNet Financial Inc5,704$283K0.0%-21.9%0.008%
4/11/2024 Market Street Wealth Management Advisors LLC17,650$875K0.2%-40.1%0.026%
4/11/2024 Roble Belko & Company Inc41,365$2.05M0.4%+1.7%0.060%
4/11/2024 Salem Investment Counselors Inc.79,637$3.95M0.1%+2.9%0.116%
4/11/2024 Mountain Pacific Investment Advisers Inc. ID76,083$3.77M0.2%-4.5%0.110%
4/11/2024 GSG Advisors LLC13,748$678K0.2%+73.8%0.020%
4/11/2024 SignalPoint Asset Management LLC11,266$558K0.2%N/A0.016%
4/11/2024 Ballew Advisors Inc28,563$1.41M1.0%+2.1%0.041%
4/10/2024 CVA Family Office LLC4,011$199K0.0%-61.8%0.006%
4/10/2024 Apella Capital LLC19,453$961K0.0%-11.1%0.028%
4/10/2024 Compass Financial Group INC SD13,860$687K0.2%+13.6%0.020%
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4/10/2024 Schulz Wealth LTD.227,228$11.26M9.6%-9.5%0.330%
4/9/2024 New Capital Management LP41,143$2.04M0.6%+1.0%0.060%
4/9/2024 Mainsail Asset Management LLC16,994$842K0.7%+46.2%0.025%
4/2/2024 ST Germain D J Co. Inc.666$33K0.0%-97.6%0.001%
3/26/2024 Napatree Capital LLC21,862$1.08M1.1%N/A0.032%
3/8/2024 ICA Group Wealth Management LLC2,875$142K0.0%-72.7%0.004%
3/1/2024 Creekmur Asset Management LLC1,574$78K0.0%N/A0.002%
2/28/2024 Bbjs Financial Advisors LLC54,974$2.72M0.9%-34.5%0.080%
2/27/2024 Beaird Harris Wealth Management LLC9,791$484K0.1%N/A0.014%
2/23/2024 Chicago Partners Investment Group LLC103,663$5.14M0.2%+12.9%0.150%
(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, 328 institutional investors and hedge funds held shares of Vanguard Ultra-Short Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($728.23M), Wharton Business Group LLC ($215.44M), Bank of New York Mellon Corp ($90.49M), Blue Trust Inc. ($74.24M), Ronald Blue Trust Inc. ($67.20M), Wells Fargo & Company MN ($53.65M), and Avion Wealth ($51.16M).Learn more on VUSB's institutional investors.

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

Of the 260 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. ($14.80M), Wharton Business Group LLC ($2.58M), Ritholtz Wealth Management ($1.40M), Ronald Blue Trust Inc. ($1.37M), Avion Wealth ($782.18K), Colony Family Offices LLC ($748.14K), and LPL Financial LLC ($582.47K).

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

Institutional investors have bought a total of 37,155,511 shares in the last 24 months. This purchase volume represents approximately $1.83B in transactions.

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

Of the 203 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. ($987.20K), Cambridge Investment Research Advisors Inc. ($417.03K), Commonwealth Equity Services LLC ($361.76K), and Manchester Capital Management LLC ($313.91K).

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

Institutional investors have sold a total of 17,015,444 shares in the last 24 months. This volume of shares sold represents approximately $837.53M in transactions.


This page (BATS:VUSB) was last updated on 5/20/2024 by MarketBeat.com Staff

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