We are live on ! Find out more
VUSB icon

Vanguard Ultra-Short Bond ETF

385 hedge funds and large institutions have $3.13B invested in Vanguard Ultra-Short Bond ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 28

48% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 108

8% more capital invested

Capital invested by funds: $2.89B → $3.13B (+$231M)

8% more funds holding

Funds holding: 358385 (+27)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.33% more ownership

Funds ownership: 54.58%54.91% (+0.33%)

Holders
385
Holders Change
+27
Holders Change %
+7.54%
% of All Funds
5.05%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.38%
New
55
Increased
160
Reduced
108
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Fortis Advisors
Pennsylvania
$17.1M -$150K -3,019 -0.9%
LBC
27
Lowe Brockenbrough & Co
Virginia
$16.9M +$1.54M +30,901 +10%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$15.9M -$938K -18,830 -6%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$15.4M +$8.05M +161,503 +110%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$15.4M -$258K -5,177 -2%
CGL
31
Clarius Group LLC
Washington
$15.4M +$172K +3,461 +1%
Stifel Financial
32
Stifel Financial
Missouri
$14.8M +$522K +10,468 +4%
MFIM
33
Mesirow Financial Investment Management
Illinois
$13.5M -$886K -17,789 -6%
TA
34
TruWealth Advisors
Louisiana
$13.3M +$1.01M +20,336 +8%
HKAM
35
Horizon Kinetics Asset Management
New York
$13.2M -$4.9M -98,261 -27%
KAS
36
Kestra Advisory Services
Texas
$12.2M +$1.76M +35,360 +17%
MFA
37
McClarren Financial Advisors
Pennsylvania
$11.9M -$3.29M -66,082 -27%
BWA
38
BlueChip Wealth Advisors
Georgia
$11.6M +$1.15M +23,055 +11%
CFO
39
Colony Family Offices
North Carolina
$11.6M -$1.61M -32,369 -12%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$11.4M +$350K +7,023 +3%
Osaic Holdings
41
Osaic Holdings
Arizona
$11.2M +$5.06M +101,572 +83%
FGWP
42
Founders Grove Wealth Partners
Virginia
$11.1M +$268K +5,371 +2%
KP
43
Kitching Partners
Pennsylvania
$10.5M +$215K +4,323 +2%
SWM
44
SpringVest Wealth Management
Texas
$10.4M +$916K +18,378 +10%
AWM
45
AE Wealth Management
Kansas
$9.6M -$1.81M -36,256 -16%
KAM
46
Kensington Asset Management
Texas
$9.45M +$5.98M +119,945 +174%
EA
47
Eclectic Associates
California
$9.39M -$577K -11,578 -6%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$9.08M +$556K +11,167 +7%
AC
49
Apella Capital
Connecticut
$9.03M +$768K +15,411 +9%
William Blair & Company
50
William Blair & Company
Illinois
$8.77M +$53.3K +1,069 +0.6%