VUSB Institutional Ownership & Shareholders
VANGUARD ULTRA SHORT BOND ET (VUSB) is currently held by 499 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.40B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of VUSB tracked by InsiderSet, reporting ownership valued at approximately $1.23B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.23B, representing an estimated loss of -0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed VUSB value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Kensington Asset Management, Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in VANGUARD ULTRA SHORT BOND ET (VUSB).
This page ranks the largest institutional VUSB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
499
Total Reported Value
$4.40B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$1.23B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.07% | 24,774,687 | $1,233,283,993 | $1,229,815,463 | -$3,468,530 | -0.28% | |
| Kensington Asset Management, Llc | 11.20% | 4,125,497 | $205,367,240 | $204,789,671 | -$577,569 | -0.28% | |
| Wells Fargo & Company/Mn | 0.03% | 3,678,347 | $183,108,122 | $182,593,145 | -$514,977 | -0.28% | |
| Bank Of America Corp | 0.01% | 3,244,743 | $161,523,301 | $161,069,043 | -$454,258 | -0.28% | |
| Adventist Health System Sunbelt Healthcare Corp | 3.76% | 3,211,084 | $159,110,009 | $159,398,210 | +$288,201 | +0.18% | |
| Bramshill Investments, Llc | 11.85% | 3,112,942 | $154,962,238 | $154,526,441 | -$435,797 | -0.28% | |
| Lpl Financial Llc | 0.03% | 2,625,517 | $130,698,218 | $130,330,664 | -$367,554 | -0.28% | |
| Blue Trust, Inc. | 0.87% | 1,675,078 | $83,000,149 | $83,150,872 | +$150,723 | +0.18% | |
| Avion Wealth | 13.88% | 1,498,238 | $74,582,000 | $74,372,534 | -$209,466 | -0.28% | |
| Angeles Investment Advisors, Llc | 4.48% | 1,499,700 | $74,310,135 | $74,445,108 | +$134,973 | +0.18% | |
| Wharton Business Group, Llc | 2.39% | 1,437,741 | $71,571,000 | $71,369,463 | -$201,537 | -0.28% | |
| Mercer Global Advisors Inc | 0.06% | 987,814 | $49,173,409 | $49,035,087 | -$138,322 | -0.28% | |
| Waverly Advisors, Llc | 0.27% | 917,885 | $45,692,340 | $45,563,811 | -$128,529 | -0.28% | |
| Charter Oak Capital Management, Llc | 3.37% | 872,856 | $43,455,123 | $43,328,572 | -$126,551 | -0.29% | |
| Mml Investors Services, Llc | 0.09% | 857,265 | $42,674,631 | $42,554,635 | -$119,996 | -0.28% | |
| Dmkc Advisory Services, Llc | 7.69% | 817,806 | $40,710,370 | $40,595,890 | -$114,480 | -0.28% | |
| 55 North Private Wealth, Llc | 6.10% | 655,481 | $32,479,062 | $32,538,077 | +$59,015 | +0.18% | |
| Red Wave Investments Llc | 8.24% | 651,243 | $32,418,893 | $32,327,703 | -$91,190 | -0.28% | |
| Commonwealth Equity Services, Llc | 0.04% | 612,188 | $30,333,897 | $30,389,012 | +$55,115 | +0.18% | |
| Raymond James Financial Inc | 0.01% | 595,055 | $29,621,817 | $29,538,530 | -$83,287 | -0.28% | |
| Fonville Wealth Management Llc | 4.01% | 537,228 | $26,619,656 | $26,667,998 | +$48,342 | +0.18% | |
| Fortitude Advisory Group L.L.C. | 10.07% | 533,344 | $26,427,198 | $26,475,196 | +$47,998 | +0.18% | |
| Alpha Omega Wealth Management Llc | 3.76% | 504,540 | $24,999,944 | $25,045,366 | +$45,422 | +0.18% | |
| Mariner, Llc | 0.03% | 491,335 | $24,458,699 | $24,389,869 | -$68,830 | -0.28% | |
| Warwick Investment Management, Inc. | 2.78% | 488,250 | $24,192,794 | $24,236,730 | +$43,936 | +0.18% | |
| Royal Bank Of Canada | 0.00% | 483,625 | $24,076,000 | $24,007,145 | -$68,855 | -0.29% | |
| Spectrum Asset Management, Inc. (Nb/Ca) | 6.75% | 471,176 | $23,346,771 | $23,389,177 | +$42,406 | +0.18% | |
| Advisory Services Network, Llc | 0.27% | 467,995 | $23,296,780 | $23,231,272 | -$65,508 | -0.28% | |
| Horizon Kinetics Asset Management Llc | 0.26% | 461,108 | $22,953,956 | $22,889,401 | -$64,555 | -0.28% | |
| Lowe Brockenbrough & Co Inc | 0.98% | 443,065 | $22,055,776 | $21,993,747 | -$62,029 | -0.28% | |
| Tradewinds Capital Management, Llc | 3.74% | 436,062 | $21,606,856 | $21,646,118 | +$39,262 | +0.18% | |
| Chicago Partners Investment Group Llc | 0.39% | 431,179 | $21,367,065 | $21,403,726 | +$36,661 | +0.17% | |
| Global Wealth Management, Llc | 11.60% | 430,257 | $21,319,227 | $21,357,957 | +$38,730 | +0.18% | |
| Nkcfo Llc | 6.27% | 415,500 | $20,684,000 | $20,625,420 | -$58,580 | -0.28% | |
| Capital Advantage, Inc. | 2.46% | 414,206 | $20,523,918 | $20,561,186 | +$37,268 | +0.18% | |
| Coyle Financial Counsel Llc | 3.66% | 401,478 | $19,893,222 | $19,929,368 | +$36,146 | +0.18% | |
| Arax Advisory Partners | 0.13% | 398,105 | $19,817,669 | $19,761,932 | -$55,737 | -0.28% | |
| Osaic Holdings, Inc. | 0.02% | 394,208 | $19,624,089 | $19,568,485 | -$55,604 | -0.28% | |
| Cetera Investment Advisers | 0.02% | 390,993 | $19,463,626 | $19,408,893 | -$54,733 | -0.28% | |
| Titleist Asset Management, Llc | 1.26% | 392,501 | $19,448,400 | $19,483,750 | +$35,350 | +0.18% | |
| Kestra Advisory Services, Llc | 0.06% | 392,061 | $19,426,636 | $19,461,908 | +$35,272 | +0.18% | |
| Stifel Financial Corp | 0.02% | 381,045 | $18,968,446 | $18,915,074 | -$53,372 | -0.28% | |
| Mcclarren Financial Advisors, Inc. | 9.42% | 375,889 | $18,625,315 | $18,659,130 | +$33,815 | +0.18% | |
| M Holdings Securities, Inc. | 2.47% | 363,073 | $18,074,000 | $18,022,944 | -$51,056 | -0.28% | |
| David Kennon Inc | 5.83% | 355,522 | $17,616,106 | $17,648,112 | +$32,006 | +0.18% | |
| Truwealth Advisors, Llc | 0.78% | 326,580 | $16,258,767 | $16,211,431 | -$47,336 | -0.29% | |
| Eclectic Associates Inc | 1.82% | 328,018 | $16,253,279 | $16,282,814 | +$29,535 | +0.18% | |
| Calder Financial Llc | 15.13% | 319,361 | $15,824,342 | $15,853,080 | +$28,738 | +0.18% | |
| Valtinson Bruner Financial Planning Llc | 3.89% | 317,333 | $15,723,826 | $15,752,410 | +$28,584 | +0.18% | |
| Kitching Partners, Llc | 11.60% | 309,698 | $15,345,553 | $15,373,409 | +$27,856 | +0.18% |
Frequently asked questions about VUSB
Who are the largest institutional holders of VUSB?
The largest institutional holders of VUSB reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Kensington Asset Management, Llc, Wells Fargo & Company/Mn, Bank Of America Corp, and Adventist Health System Sunbelt Healthcare Corp. InsiderSet ranks institutional holders by their latest reported VUSB position.
What is VUSB institutional ownership?
This page tracks VUSB positions reported by institutional investment managers through SEC Form 13F. VANGUARD ULTRA SHORT BOND ET (VUSB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VUSB?
InsiderSet currently tracks 499 institutional managers reporting VUSB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VUSB shareholders.
How much VUSB stock do institutions own?
Institutional investment managers disclosed approximately $4.40B in VUSB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VUSB institutional ownership last updated?
The latest VUSB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VUSB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VUSB position after the reporting date.
Are institutions buying or selling VUSB?
Institutional buying and selling can be analyzed by comparing VUSB positions across consecutive 13F reporting periods. InsiderSet's VUSB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VUSB ownership changes.
How has VUSB institutional ownership changed over time?
InsiderSet tracks VUSB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.