VUSB · VANGUARD ULTRA-SHORT BOND ETF · Holdings ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 114 13F filers · Δ vs Jun 30, 2026Who Holds VUSB
Last 8 quarters through Sep 30, 2026 (filing window open)Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter: 490 filers, like-for-like change -2.1%; actively managed books -2.1%; index-like books -15.8%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 40.6% | 347 | +16.7% |
| Exempt adviser | 0.0% | 1 | new |
| Adviser | 0.0% | 3 | -20.0% |
| Bank | 36.3% | 15 | -0.8% |
| Broker-dealer | 2.9% | 1 | +3.9% |
| Holding company | 0.5% | 4 | -64.8% |
| Unknown | 19.6% | 119 | -25.7% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Index-like | 0.0% | 1 | -15.8% |
| Systematic-like | 0.1% | 3 | -73.4% |
| Concentrated | 37.9% | 225 | -6.0% |
| Diversified active | 61.9% | 261 | +1.0% |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 79.6% | 366 | +4.5% |
| Medium turnover | 17.2% | 69 | -22.7% |
| High turnover | 0.3% | 7 | -69.8% |
| Unknown | 3.0% | 48 | +2.9% |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 2.8% | 47 | +6.4% |
| Medium horizon | 14.7% | 114 | +24.2% |
| Long horizon | 74.0% | 317 | +0.7% |
| Unknown | 8.5% | 12 | -40.0% |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 23.6% | 249 | +10.7% |
| $1B to $10B | 23.8% | 161 | -20.5% |
| $10B to $100B | 11.7% | 59 | +27.5% |
| $100B or more | 40.9% | 21 | -2.0% |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Individuals and high net worth | 32.2% | 315 | +14.8% |
| Pooled investment vehicles | 0.1% | 3 | -59.7% |
| Registered funds and BDCs | 4.8% | 5 | +46.0% |
| Pension and profit sharing plans | 0.7% | 4 | +0.1% |
| Insurance companies | 0.1% | 1 | 0.0% |
| Charitable organizations | 0.9% | 4 | +24.1% |
| Governments and sovereign funds | 0.0% | 1 | -0.9% |
| Corporations | 0.0% | 2 | +17.7% |
| Other investment advisers | 0.0% | 1 | 0.0% |
| Other | 0.0% | 1 | new |
| Diversified | 1.8% | 10 | +11.6% |
| Unknown | 59.4% | 143 | -11.8% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 1.1% | 19 | 0.0% |
| Private equity funds | 1.6% | 12 | -28.2% |
| Venture capital funds | 0.2% | 4 | -8.7% |
| Real estate funds | 1.2% | 9 | +57.0% |
| Other private funds | 4.7% | 16 | +21.4% |
| Mixed private funds | 0.0% | 3 | +46.9% |
| Private funds, type not stated | 0.1% | 3 | 0.0% |
| No private funds | 31.6% | 282 | +19.6% |
| Unknown | 59.4% | 142 | -11.8% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 99.2% | 481 | -1.9% |
| Outside the US | 0.8% | 9 | -23.7% |
The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Excluded 6 holders with no observed 2026-03-31 13F and 9 holders with no observed 2026-06-30 13F.
Conviction and Crowding
490 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $398,567 (1 buying, 0 selling).
Estimated Holder Cost Basis
Quarter ended Jun 30, 2026, on that quarter's share basisEstimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.
Estimated cost covers 89.7% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.
Fund Ownership of VUSB by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 0 shares.
| Fund type | Shares |
|---|---|
| Index funds | 0 |
| Index ETFs | 0 |
| Active ETFs | 0 |
| Active funds | 4,582,487 |
| Unclassified | 2,004 |
| All registered funds | 4,584,491 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Quarterly Activity
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
Top Buyers
vs Jun 30, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Finivi Inc. | +252,713 | 274,947 | |
| Mid Avior Wealth Management, LLC | +117,277 | 151,955 | |
| Mid Blue Trust, Inc. | +116,604 | 1,675,078 | |
| Small McClarren Financial Advisors, Inc. | +45,273 | 375,889 | |
| Large Concurrent Investment Advisors, LLC | +40,441 | 66,658 |
Top Sellers
vs Jun 30, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Pacific Center for Financial Services | −1,213,210 | 9,177 | |
| Small ECLECTIC ASSOCIATES INC /ADV | −63,058 | 328,018 | |
| Small CWC Advisors, LLC. | −50,105 | 187,160 | |
| Mid Avidian Wealth Enterprises, LLC | −34,510 | 20,516 | |
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −32,621 | 149,956 |
Top New Positions
vs Jun 30, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Balboa Wealth Partners | 64,205 | $3,181,357 | |
| Mid PFG Advisors | 42,683 | $2,114,942 | |
| Small First Bank & Trust | 16,135 | $799,489 | |
| Small ATX Financial Planning, LLC | 15,166 | $751,475 | |
| Small Lexington Hill Partners, LLC | 13,197 | $653,911 |
Top Sold-Out Positions
vs Jun 30, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Relyea Zuckerberg Hanson LLC | 35,531 | $1,768,733 | |
| Small Long Island Wealth Management, Inc. | 5,674 | $282,451 | |
| Small Capital Square, LLC | 5,145 | $256,118 | |
| Mid Y-Intercept (Hong Kong) Ltd | 4,371 | $217,588 | |
| Small Robinswood Financial LLC | 2,139 | $106,479 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid Blue Trust, Inc. VUSB | $83,000,113 | 15.92% | 1,675,078 | Shares | 2026-10-15 | |
| Small 55 North Private Wealth, LLC Registered adviser VUSB | $32,479,083 | 6.23% | 655,481 | Shares | 2026-10-20 | |
| Small Fortitude Advisory Group L.L.C. Registered adviser VUSB | $26,427,195 | 5.07% | 533,344 | Shares | 2026-10-15 | |
| Small Warwick Investment Management, Inc. Registered adviser VUSB | $24,192,787 | 4.64% | 488,250 | Shares | 2026-10-19 | |
| Small Spectrum Asset Management, Inc. (NB/CA) Registered adviser VUSB | $23,346,770 | 4.48% | 471,176 | Shares | 2026-10-19 | |
| Small Global Wealth Management, LLC Registered adviser VUSB | $21,319,234 | 4.09% | 430,257 | Shares | 2026-10-15 | |
| Small Capital Advantage, Inc. Registered adviser VUSB | $20,523,907 | 3.94% | 414,206 | Shares | 2026-10-14 | |
| Mid TITLEIST ASSET MANAGEMENT, LLC Registered adviser VUSB | $19,448,424 | 3.73% | 392,501 | Shares | 2026-10-08 | |
| Small McClarren Financial Advisors, Inc. Registered adviser VUSB | $18,625,299 | 3.57% | 375,889 | Shares | 2026-10-15 | |
| Small Eagle Capital Management, LLC Registered adviser VUSB | $18,351,139 | 3.52% | 370,356 | Shares | 2026-10-19 | |
| Small David Kennon Inc VUSB | $17,616,115 | 3.38% | 355,522 | Shares | 2026-10-13 | |
| Small ECLECTIC ASSOCIATES INC /ADV Registered adviser VUSB | $16,253,291 | 3.12% | 328,018 | Shares | 2026-10-09 | |
| Small Calder Financial LLC Registered adviser VUSB | $15,824,337 | 3.03% | 319,361 | Shares | 2026-10-13 | |
| Small FOUNDERS GROVE WEALTH PARTNERS, LLC VUSB | $14,387,783 | 2.76% | 290,369 | Shares | 2026-10-16 | |
| Small Finivi Inc. VUSB | $13,623,623 | 2.61% | 274,947 | Shares | 2026-10-13 | |
| Small CWC Advisors, LLC. Registered adviser VUSB | $9,273,778 | 1.78% | 187,160 | Shares | 2026-10-15 | |
| Mid Apella Capital, LLC VUSB | $7,719,146 | 1.48% | 155,785 | Shares | 2026-10-08 | |
| Mid Avior Wealth Management, LLC Registered adviser VUSB | $7,529,370 | 1.44% | 151,955 | Shares | 2026-10-13 | |
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VUSB | $7,430,319 | 1.42% | 149,956 | Shares | 2026-10-13 | |
| Small Harpswell Capital Advisors, LLC Registered adviser VUSB | $7,376,211 | 1.41% | 148,864 | Shares | 2026-10-09 | |
| Small NVWM, LLC VUSB | $6,066,406 | 1.16% | 122,430 | Shares | 2026-10-14 | |
| Small Beaumont Asset Management, L.L.C. Registered adviser VUSB | $5,812,462 | 1.11% | 117,305 | Shares | 2026-10-16 | |
| Mid Focus Financial Network, Inc. VUSB | $5,402,436 | 1.04% | 109,030 | Shares | 2026-10-14 | |
| Mid ASPIRIANT, LLC Registered adviser VUSB | $5,167,668 | 0.99% | 104,292 | Shares | 2026-10-16 | |
| Mid SALEM INVESTMENT COUNSELORS INC Registered adviser VUSB | $4,828,350 | 0.93% | 97,444 | Shares | 2026-10-13 | |
| Small Enclave Advisors LLC Registered adviser VUSB | $4,709,777 | 0.90% | 95,051 | Shares | 2026-10-14 | |
| Small CWS Financial Advisors, LLC Registered adviser VUSB | $4,434,824 | 0.85% | 89,502 | Shares | 2026-10-16 | |
| Small CHATHAM CAPITAL GROUP, INC. Registered adviser VUSB | $4,281,367 | 0.82% | 86,405 | Shares | 2026-10-16 | |
| Small Paragon Private Wealth Management, LLC Registered adviser VUSB | $4,142,776 | 0.79% | 83,608 | Shares | 2026-10-20 | |
| Mid Kathmere Capital Management, LLC Registered adviser VUSB | $3,935,013 | 0.75% | 79,415 | Shares | 2026-10-20 | |
| Mid Chesley Taft & Associates LLC Registered adviser VUSB | $3,640,190 | 0.70% | 73,465 | Shares | 2026-10-13 | |
| Small XY Planning Network, Inc. VUSB | $3,404,877 | 0.65% | 68,716 | Shares | 2026-10-14 | |
| Large Concurrent Investment Advisors, LLC Registered adviser VUSB | $3,302,903 | 0.63% | 66,658 | Shares | 2026-10-16 | |
| Small Balboa Wealth Partners VUSB | $3,181,357 | 0.61% | 64,205 | Shares | 2026-10-20 | |
| Small Global Trust Asset Management, LLC Registered adviser VUSB | $2,767,367 | 0.53% | 55,850 | Shares | 2026-10-19 | |
| Small Two West Capital Advisors LLC Registered adviser VUSB | $2,506,288 | 0.48% | 50,581 | Shares | 2026-10-15 | |
| Mid PFG Advisors Registered adviser VUSB | $2,114,942 | 0.41% | 42,683 | Shares | 2026-10-16 | |
| Small LEGACY SOLUTIONS, LLC Registered adviser VUSB | $2,094,924 | 0.40% | 42,279 | Shares | 2026-10-07 | |
| Mid MOODY NATIONAL BANK TRUST DIVISION VUSB | $2,091,852 | 0.40% | 42,217 | Shares | 2026-10-06 | |
| Small Summitas Investment Management LLC VUSB | $2,056,820 | 0.39% | 41,510 | Shares | 2026-10-16 | |
| Small HBW ADVISORY SERVICES LLC Registered adviser VUSB | $1,860,800 | 0.36% | 37,554 | Shares | 2026-10-15 | |
| Small Alpine Bank Wealth Management VUSB | $1,800,398 | 0.35% | 36,335 | Shares | 2026-10-16 | |
| Mid PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Registered adviser VUSB | $1,714,132 | 0.33% | 34,594 | Shares | 2026-10-15 | |
| Small MontVue Capital Management, Inc. Registered adviser VUSB | $1,569,595 | 0.30% | 31,677 | Shares | 2026-10-19 | |
| Large Farther Finance Advisors, LLC Registered adviser VUSB | $1,391,710 | 0.27% | 28,087 | Shares | 2026-10-08 | |
| Small Ballew Advisors, Inc VUSB | $1,307,228 | 0.25% | 26,382 | Shares | 2026-10-05 | |
| Mid Elser Financial Planning, Inc Registered adviser VUSB | $1,270,858 | 0.24% | 25,648 | Shares | 2026-10-16 | |
| Small TriaGen Wealth Management LLC Registered adviser VUSB | $1,123,694 | 0.22% | 22,678 | Shares | 2026-10-14 | |
| Mid Prime Capital Investment Advisors, LLC VUSB | $1,117,699 | 0.21% | 22,557 | Shares | 2026-10-20 | |
| Small WASHINGTON CAPITAL MANAGEMENT, INC Registered adviser VUSB | $1,090,100 | 0.21% | 22,000 | Shares | 2026-10-19 | |
| Small Exeter Financial, LLC Registered adviser VUSB | $1,084,104 | 0.21% | 21,879 | Shares | 2026-10-08 | |
| Micro Powerhouse Assets LLC Registered adviser VUSB | $1,045,802 | 0.20% | 21,106 | Shares | 2026-10-19 | |
| Mid Avidian Wealth Enterprises, LLC Registered adviser VUSB | $1,016,567 | 0.19% | 20,516 | Shares | 2026-10-08 | |
| Small Elm3 Financial Group, LLC Registered adviser VUSB | $1,010,076 | 0.19% | 20,385 | Shares | 2026-10-07 | |
| Mid PINNACLE ASSOCIATES LTD Registered adviser VUSB | $952,697 | 0.18% | 19,227 | Shares | 2026-10-20 | |
| Small First Bank & Trust VUSB | $799,489 | 0.15% | 16,135 | Shares | 2026-10-19 | |
| Small CGC Financial Services, LLC Registered adviser VUSB | $766,934 | 0.15% | 15,478 | Shares | 2026-10-13 | |
| Mid SAX WEALTH ADVISORS, LLC Registered adviser VUSB | $766,389 | 0.15% | 15,467 | Shares | 2026-10-13 | |
| Small ATX Financial Planning, LLC Registered adviser VUSB | $751,475 | 0.14% | 15,166 | Shares | 2026-10-14 | |
| Small Keudell/Morrison Wealth Management Registered adviser VUSB | $743,250 | 0.14% | 15,000 | Shares | 2026-10-16 | |
| Small Bulwark Capital Corp Registered adviser VUSB | $733,637 | 0.14% | 14,806 | Shares | 2026-10-13 | |
| Small Compass Financial Group, INC/SD Registered adviser VUSB | $702,222 | 0.13% | 14,172 | Shares | 2026-10-13 | |
| Small First PREMIER Bank VUSB | $678,587 | 0.13% | 13,695 | Shares | 2026-10-13 | |
| Small MARKET STREET WEALTH MANAGEMENT ADVISORS LLC Registered adviser VUSB | $669,271 | 0.13% | 13,507 | Shares | 2026-10-09 | |
| Small Infinity Wealth Counsel, LLC VUSB | $655,596 | 0.13% | 13,231 | Shares | 2026-10-15 | |
| Small Lexington Hill Partners, LLC Registered adviser VUSB | $653,911 | 0.13% | 13,197 | Shares | 2026-10-13 | |
| Mid PRIVATE TRUST CO NA VUSB | $614,667 | 0.12% | 12,405 | Shares | 2026-10-20 | |
| Small MAINSAIL ASSET MANAGEMENT, LLC Registered adviser VUSB | $536,378 | 0.10% | 10,825 | Shares | 2026-10-14 | |
| Mid IFP Advisors, Inc Registered adviser VUSB | $529,838 | 0.10% | 10,693 | Shares | 2026-10-16 | |
| Small Echo45 Advisors LLC Registered adviser VUSB | $513,288 | 0.10% | 10,359 | Shares | 2026-10-07 | |
| Small New Hampshire Trust VUSB | $498,175 | 0.10% | 10,054 | Shares | 2026-10-20 | |
| Mid Retirement Planning Group, LLC Registered adviser VUSB | $477,662 | 0.09% | 9,640 | Shares | 2026-10-19 | |
| Small Ballentine Capital Advisors, Inc VUSB | $475,977 | 0.09% | 9,606 | Shares | 2026-10-14 | |
| Mid CWA Asset Management Group, LLC Registered adviser VUSB | $465,918 | 0.09% | 9,403 | Shares | 2026-10-19 | |
| Small Pacific Center for Financial Services Registered adviser VUSB | $454,720 | 0.09% | 9,177 | Shares | 2026-10-15 | |
| Micro Partnership Wealth Management, LLC VUSB | $447,832 | 0.09% | 9,038 | Shares | 2026-10-05 | |
| Small SARD WEALTH MANAGEMENT GROUP, LLC Registered adviser VUSB | $432,076 | 0.08% | 8,720 | Shares | 2026-10-16 | |
| Mid Allied Investment Advisors, LLC VUSB | $396,548 | 0.08% | 8,003 | Shares | 2026-10-13 | |
| Small Castleview Partners, LLC Registered adviser VUSB | $375,341 | 0.07% | 7,575 | Shares | 2026-10-09 | |
| Mid Forum Financial Management, LP Registered adviser VUSB | $373,359 | 0.07% | 7,535 | Shares | 2026-10-16 | |
| Small WORLD EQUITY GROUP, INC. Registered adviser VUSB | $371,228 | 0.07% | 7,492 | Shares | 2026-10-14 | |
| Small Greenhouse Wealth Management, LLC VUSB | $348,039 | 0.07% | 7,024 | Shares | 2026-10-20 | |
| Mid Krilogy Financial LLC Registered adviser VUSB | $338,476 | 0.06% | 6,831 | Shares | 2026-10-13 | |
| Small Bath Savings Trust Co VUSB | $336,840 | 0.06% | 6,798 | Shares | 2026-10-07 | |
| Small Essex LLC Registered adviser VUSB | $324,403 | 0.06% | 6,547 | Shares | 2026-10-14 | |
| Small Mezzasalma Advisors, LLC Registered adviser VUSB | $314,791 | 0.06% | 6,353 | Shares | 2026-10-14 | |
| Small OceanIQ Capital, LLC Registered adviser VUSB | $307,210 | 0.06% | 6,200 | Shares | 2026-10-19 | |
| Mid Willis Investment Counsel Registered adviser VUSB | $299,282 | 0.06% | 6,040 | Shares | 2026-10-20 | |
| Small 25 LLC VUSB | $294,574 | 0.06% | 5,945 | Shares | 2026-10-13 | |
| Mid Accurate Wealth Management, LLC VUSB | $286,151 | 0.05% | 5,775 | Shares | 2026-10-20 | |
| Small Roberts Wealth Advisors, LLC Registered adviser VUSB | $278,471 | 0.05% | 5,620 | Shares | 2026-10-14 | |
| Small Successful Portfolios LLC Registered adviser VUSB | $272,574 | 0.05% | 5,501 | Shares | 2026-10-09 | |
| Small Baker Ellis Asset Management LLC Registered adviser VUSB | $272,525 | 0.05% | 5,500 | Shares | 2026-10-14 | |
| Mid Stonebridge Financial Group, LLC VUSB | $271,930 | 0.05% | 5,488 | Shares | 2026-10-01 | |
| Small INSPIRION WEALTH ADVISORS, LLC Registered adviser VUSB | $270,245 | 0.05% | 5,454 | Shares | 2026-10-09 | |
| Micro Objective Capital Management, LLC Registered adviser VUSB | $257,660 | 0.05% | 5,200 | Shares | 2026-10-13 | |
| Small Wisconsin Wealth Advisors, LLC VUSB | $256,371 | 0.05% | 5,174 | Shares | 2026-10-08 | |
| Mid DIVERSIFY WEALTH MANAGEMENT, LLC Registered adviser VUSB | $222,578 | 0.04% | 4,492 | Shares | 2026-10-20 | |
| Mid Diversify Advisory Services, LLC Registered adviser VUSB | $222,578 | 0.04% | 4,492 | Shares | 2026-10-20 | |
| Mid Sowell Financial Services LLC Registered adviser VUSB | $217,772 | 0.04% | 4,395 | Shares | 2026-10-20 |
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