VANGUARD BD INDEX FDS VUSB
VANGUARD ULTRA · ETP · CUSIP 92203C303
242
institutional holders
26.7m
shares reported held*
$1.3bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $48.94.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Wharton Business Group, LLC 14.25% of their portfolio | 4.3m $210.7m | — |
| TruWealth Advisors, LLC 11.45% of their portfolio | 2.2m $108.2m | — |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.8m $90.5m | — |
| Verus Financial Partners, Inc. 10.05% of their portfolio | 1.4m $66.4m | — |
| Grant Street Asset Management, Inc. 16.87% of their portfolio | 771.6k $37.8m | — |
| Pacific Center for Financial Services 14.56% of their portfolio | 760.2k $37.2m | — |
| Kathmere Capital Management, LLC 7.17% of their portfolio | 735.0k $36.0m | — |
| Mariner, LLC 0.14% of their portfolio | 708.4k $34.7m | — |
| Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio | 595.6k $29.2m | — |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 585.0k $28.6m | — |
| Avion Wealth 8.34% of their portfolio | 547.5k $26.8m | — |
| Manchester Capital Management LLC 4.59% of their portfolio | 538.4k $26.4m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio | 518.3k $25.4m | — |
| InterOcean Capital Group, LLC 0.90% of their portfolio | 445.2k $21.8m | — |
| Creative Planning 0.04% of their portfolio | 413.8k $20.3m | — |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 396.3k $19.4m | — |
| Blume Capital Management, Inc. 5.48% of their portfolio | 297.5k $14.6m | — |
| Bray Capital Advisors 3.91% of their portfolio | 254.8k $12.5m | — |
| Fortis Advisors, LLC 8.37% of their portfolio | 239.5k $11.7m | — |
| Capital Investment Services of America, Inc. 1.59% of their portfolio | 239.5k $11.7m | — |
| NAPLES GLOBAL ADVISORS, LLC 1.49% of their portfolio | 221.6k $10.8m | — |
| HB Wealth Management, LLC 0.23% of their portfolio | 219.9k $10.8m | — |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC 5.54% of their portfolio | 215.4k $10.5m | — |
| Northwest Capital Management Inc 6.10% of their portfolio | 215.1k $10.5m | — |
| Roble, Belko & Company, Inc 2.34% of their portfolio | 196.7k $9.6m | — |
| TD Capital Management LLC 1.31% of their portfolio | 192.4k $9.4m | — |
| Nelson Capital Management, LLC 2.67% of their portfolio | 185.4k $9.1m | — |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 182.9k $9.0m | — |
| Bouchey Financial Group, Ltd. 1.29% of their portfolio | 179.6k $8.8m | — |
| John W. Brooker & Co., CPAs 5.57% of their portfolio | 177.2k $8.7m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 175.1k $8.6m | — |
| NVWM, LLC 3.21% of their portfolio | 165.3k $8.1m | — |
| SP Asset Management 1.07% of their portfolio | 159.7k $7.8m | — |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 155.4k $7.6m | — |
| FRONT BARNETT ASSOCIATES LLC 0.97% of their portfolio | 150.3k $7.4m | — |
| Forvis Mazars Wealth Advisors, LLC 0.30% of their portfolio | 150.1k $7.3m | — |
| MONUMENTAL FINANCIAL GROUP INC. 6.95% of their portfolio | 149.9k $7.3m | — |
| Pallas Capital Advisors LLC 0.77% of their portfolio | 141.8k $6.9m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 138.7k $6.8m | — |
| MML INVESTORS SERVICES, LLC 0.05% of their portfolio | 136.1k $6.7m | — |
| ECLECTIC ASSOCIATES INC /ADV 4.30% of their portfolio | 133.8k $6.5m | — |
| Bridgeworth, LLC 1.50% of their portfolio | 132.4k $6.5m | — |
| MADISON WEALTH MANAGEMENT 1.55% of their portfolio | 127.7k $6.3m | — |
| Roundview Capital LLC 0.76% of their portfolio | 123.7k $6.1m | — |
| Colony Family Offices, LLC 2.51% of their portfolio | 118.5k $5.8m | — |
| McClarren Financial Advisors, Inc. 5.62% of their portfolio | 115.2k $5.6m | — |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 108.0k $5.3m | — |
| TriaGen Wealth Management LLC 2.81% of their portfolio | 104.0k $5.1m | — |
| PETTYJOHN, WOOD & WHITE, INC 1.33% of their portfolio | 102.2k $5.0m | — |
| Rappaport Reiches Capital Management, LLC 2.49% of their portfolio | 100.2k $4.9m | — |
| SALEM INVESTMENT COUNSELORS INC 0.21% of their portfolio | 92.9k $4.5m | — |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 0.35% of their portfolio | 90.2k $4.4m | — |
| Galvin, Gaustad & Stein, LLC 0.47% of their portfolio | 89.9k $4.4m | — |
| Belpointe Asset Management LLC 0.28% of their portfolio | 85.7k $4.2m | — |
| HBK Sorce Advisory LLC 0.26% of their portfolio | 80.2k $3.9m | — |
| EQUITY INVESTMENT CORP 0.15% of their portfolio | 78.8k $3.9m | — |
| Landmark Financial Advisors, LLC 2.00% of their portfolio | 77.5k $3.8m | — |
| Mengis Capital Management, Inc. 0.88% of their portfolio | 76.1k $3.7m | — |
| Clarius Group, LLC 0.37% of their portfolio | 75.1k $3.7m | — |
| CWS Financial Advisors, LLC 1.73% of their portfolio | 73.9k $3.6m | — |
| Welch & Forbes LLC 0.07% of their portfolio | 72.8k $3.6m | — |
| TAGStone Capital, Inc. 3.25% of their portfolio | 71.5k $3.5m | — |
| Leeward Financial Partners, LLC 2.51% of their portfolio | 71.5k $3.5m | — |
| Lebenthal Global Advisors, LLC 1.58% of their portfolio | 70.7k $3.5m | — |
| Texas Yale Capital Corp. 0.22% of their portfolio | 69.5k $3.4m | — |
| Hoese & Co LLP 4.00% of their portfolio | 69.2k $3.4m | — |
| WBH ADVISORY INC 0.48% of their portfolio | 67.7k $3.3m | — |
| Coulter & Justus Financial Services, LLC 2.53% of their portfolio | 66.5k $3.3m | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.18% of their portfolio | 63.0k $3.1m | — |
| Scott Capital Advisors, LLC 1.98% of their portfolio | 59.3k $2.9m | — |
| Valmark Advisers, Inc. 0.06% of their portfolio | 58.0k $2.8m | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 57.0k $2.8m | — |
| Willis Johnson & Associates, Inc. 0.36% of their portfolio | 50.4k $2.5m | — |
| CPWM, LLC 0.22% of their portfolio | 48.5k $2.4m | — |
| Waverly Advisors, LLC 0.16% of their portfolio | 47.4k $2.3m | — |
| NORTHWEST WEALTH MANAGEMENT, LLC 1.02% of their portfolio | 47.1k $2.3m | — |
| Apella Capital, LLC 0.27% of their portfolio | 47.0k $2.3m | — |
| TIAA, FSB 0.01% of their portfolio | 46.5k $2.3m | — |
| LOWE BROCKENBROUGH & CO INC 0.22% of their portfolio | 46.1k $2.3m | — |
| Ameritas Advisory Services, LLC 0.13% of their portfolio | 45.2k $2.2m | — |
| Centered Wealth LLC dba Miller Equity Capital Advisors 1.61% of their portfolio | 44.8k $2.2m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio | 44.7k $2.2m | — |
| Cypress Point Wealth Management, LLC 4.04% of their portfolio | 44.4k $2.2m | — |
| PEAPACK GLADSTONE FINANCIAL CORP 0.04% of their portfolio | 42.9k $2.1m | — |
| Gradient Capital Advisors, LLC 0.99% of their portfolio | 42.3k $2.1m | — |
| OLD MISSION CAPITAL LLC 0.09% of their portfolio | 41.2k $2.0m | — |
| RETIREMENT CAPITAL STRATEGIES 0.91% of their portfolio | 40.8k $2.0m | — |
| Compass Financial Group, Inc. 1.32% of their portfolio | 40.4k $2.0m | — |
| Signature Wealth Management Group 0.99% of their portfolio | 40.0k $2.0m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 39.3k $1.9m | — |
| Axiom Advisory, LLC 2.24% of their portfolio | 38.6k $1.9m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 37.8k $1.9m | — |
| Atria Investments, Inc 0.04% of their portfolio | 37.4k $1.8m | — |
| Eagle Bay Advisors LLC 1.14% of their portfolio | 37.4k $1.8m | — |
| StrategIQ Financial Group, LLC 0.23% of their portfolio | 36.6k $1.8m | — |
| Greenspring Advisors, LLC 0.53% of their portfolio | 34.8k $1.7m | — |
| Palisades Hudson Asset Management, L.P. 1.03% of their portfolio | 34.7k $1.7m | — |
| Laird Norton Wetherby Wealth Management, LLC 0.11% of their portfolio | 31.6k $1.5m | — |
| RAFFA WEALTH MANAGEMENT, LLC 0.67% of their portfolio | 31.1k $1.5m | — |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.20% of their portfolio | 30.8k $1.5m | — |