VANGUARD ULTRA SHORT BOND ET (VUSB) Institutional Ownership Changes & 13F Activity

VANGUARD ULTRA SHORT BOND ET (VUSB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Waverly Advisors, Llc, Iht Wealth Management, Llc, Bank Of America Corp, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+18,434+11.3%181,284$9.02MQ2 2026Sep 23, 2026
Anchor Investment Management, LlcBuy+25+1.0%2,412$120.07KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+1,781+3.2%57,654$2.87MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-203,856-63.8%115,752$5.76MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+1,368+648.3%1,579$78.63KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-12,704-10.6%106,833$5.32MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+976,365+8528.0%987,814$49.17MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+692+14.6%5,429$270.26KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-6,633-6.9%89,566$4.46MQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Sell-258-12.5%1,814$90.29KQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+5,6165,616$279.57KQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+2,860+8.0%38,726$1.93MQ2 2026Aug 17, 2026
Brasada Capital Management, LpSell-1,131-21.5%4,123$205.24KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+395+0.9%42,751$2.13MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+336+0.7%51,645$2.56MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-100-0.5%19,212$955.99KQ2 2026Aug 17, 2026
Waverly Advisors, LlcBuy+396,705+76.1%917,885$45.69MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-307,044-98.4%5,099$253.84KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+254,450+8.5%3,244,743$161.52MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-238,562-28.6%595,055$29.62MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-212,675-30.5%483,625$24.08MQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+78,87678,876$2.72MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+65,055+1.8%3,678,347$183.11MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+58,92158,921$2.93MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+36,13136,131$1.80MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+30,245+44.8%97,707$4.86MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+28,973+7.9%394,208$19.62MQ2 2026Aug 14, 2026
Dorsey & Whitney Trust Co LlcSell-26,085-51.9%24,212$1.21MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+26,01426,014$1.29MQ2 2026Aug 14, 2026
Southeast Asset Advisors, LlcBuy+25,24225,242$1.26MQ2 2026Aug 14, 2026
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Frequently asked questions about VUSB activity

  • Which institutional owners are buying VUSB?

    Institutional owners buying VUSB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VUSB activity?

    "Buy" means an investor increased their reported position in VUSB compared to the prior reporting period. This reflects growing exposure to VANGUARD ULTRA SHORT BOND ET (VUSB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VUSB increasing?

    Institutional interest in VUSB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.