Vault-13

VANGUARD BD INDEX FDS VUSB

VANGUARD ULTRA · ETP · CUSIP 92203C303

343 institutional holders +25 vs Q4 2024
53,802,22053.8m shares reported held*
$2.7bnreported value*
53 new 133 added 106 reduced 26 sold out net bought ≈ $238.0m (+4.7m shares)

* 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 ≈ $49.94. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 242Q4 22: 270Q1 23: 275Q2 23: 284Q3 23: 285Q4 23: 296Q1 24: 300Q2 24: 301Q3 24: 302Q4 24: 318Q1 25: 343343Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022242
Q4 2022270
Q1 2023275
Q2 2023284
Q3 2023285
Q4 2023296
Q1 2024300
Q2 2024301
Q3 2024302
Q4 2024318
Q1 2025343

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 118 bought or addedQ2 23: 143 cut or sold outQ3 23: 121 bought or addedQ3 23: 138 cut or sold outQ3 23Q4 23: 123 bought or addedQ4 23: 145 cut or sold outQ1 24: 141 bought or addedQ1 24: 131 cut or sold outQ1 24Q2 24: 129 bought or addedQ2 24: 139 cut or sold outQ3 24: 130 bought or addedQ3 24: 139 cut or sold outQ3 24Q4 24: 137 bought or addedQ4 24: 133 cut or sold outQ1 25: 186 bought or addedQ1 25: 132 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023118143
Q3 2023121138
Q4 2023123145
Q1 2024141131
Q2 2024129139
Q3 2024130139
Q4 2024137133
Q1 2025186132

Biggest buyers

Bramshill Investments, LLC New +2,002,873+2.0m
EXCHANGE TRADED CONCEPTS, LLC New +1,655,384+1.7m
Valtinson Bruner Financial Planning LLC New +343,751+343.8k
Global Wealth Management, LLC Added +323,979+324.0k
Clarius Group, LLC Added +272,619+272.6k
RENAISSANCE TECHNOLOGIES LLC Added +255,000+255.0k
BANK OF AMERICA CORP /DE/ Added +246,118+246.1k
HORIZON KINETICS ASSET MANAGEMENT LLC Added +225,141+225.1k
HighTower Advisors, LLC Added +184,868+184.9k
AE Wealth Management LLC Added +158,566+158.6k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,685,384-1.7m
Focus Partners Wealth Reduced -401,271-401.3k
NewEdge Wealth, LLC Reduced -150,791-150.8k
Capital Analysts, LLC Reduced -91,570-91.6k
McClarren Financial Advisors, Inc. Reduced -90,025-90.0k
RAFFA WEALTH MANAGEMENT, LLC Reduced -77,001-77.0k
Wharton Business Group, LLC Reduced -64,240-64.2k
Elser Financial Planning, Inc Sold out -55,033-55.0k
WEBSTERROGERS FINANCIAL ADVISORS, LLC Reduced -49,217-49.2k
TAGStone Capital, Inc. Reduced -49,177-49.2k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.07% of their portfolio NEW YORK, NY 19,540,75819.5m $974.2m $974.2m 0.07% Reduced -1.7m -1,685,384
2 Bramshill Investments, LLC 10.19% of their portfolio NAPLES, FL 2,002,8732.0m $99.9m $99.9m 10.19% New
3 RENAISSANCE TECHNOLOGIES LLC 0.14% of their portfolio NEW YORK, NY 1,812,7001.8m $90.4m $90.4m 0.14% Added +255.0k +255,000
4 Blue Trust, Inc. 1.10% of their portfolio BRENTWOOD, TN 1,726,6441.7m $86.1m $86.1m 1.10% Added +103.8k +103,754
5 EXCHANGE TRADED CONCEPTS, LLC 1.47% of their portfolio Oklahoma City, OK 1,655,3841.7m $82.5m $82.5m 1.47% New
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,442,8461.4m $71.9m $71.9m 0.01% Added +246.1k +246,118
7 Wharton Business Group, LLC 3.12% of their portfolio MALVERN, PA 1,385,2391.4m $69.1m $69.1m 3.12% Reduced -64.2k -64,240
8 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,131,4991.1m $56.4m $56.4m 0.01% Reduced -32.7k -32,685
9 Avion Wealth 13.85% of their portfolio THE WOODLANDS, TX 1,087,4251.1m $54.0m $54.0m 13.85% Added +605 +605
10 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,001,9981.0m $50.0m $50.0m 0.02% Added +68.6k +68,554
11 Pacific Center for Financial Services 12.84% of their portfolio DANVILLE, CA 971,046971.0k $48.4m $48.4m 12.84% Added +63.3k +63,293
12 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 824,747824.7k $41.1m $41.1m 0.06% Added +184.9k +184,868
13 Alpine Bank Wealth Management 6.32% of their portfolio GRAND JUNCTION, CO 789,644789.6k $39.4m $39.4m 6.32% First filing
14 Red Wave Investments LLC 11.30% of their portfolio DILLSBURG, PA 631,946631.9k $31.5m $31.5m 11.30% Added +35.0k +35,047
15 Global Wealth Management, LLC 17.09% of their portfolio KINGSTON, NJ 594,103594.1k $29.6m $29.6m 17.09% Added +324.0k +323,979
16 David Kennon Inc 10.34% of their portfolio SARASOTA, FL 520,961521.0k $26.0m $26.0m 10.34% Added +53.6k +53,640
17 Waverly Advisors, LLC 0.26% of their portfolio BIRMINGHAM, AL 425,862425.9k $21.2m $21.2m 0.26% Reduced -1.2k -1,165
18 HORIZON KINETICS ASSET MANAGEMENT LLC 0.22% of their portfolio NEW YORK, NY 395,341395.3k $19.7m $19.7m 0.22% Added +225.1k +225,141
19 Fonville Wealth Management LLC 5.61% of their portfolio RICHMOND, VA 382,034382.0k $19.0m $19.0m 5.61% Added +39.6k +39,619
20 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 372,945372.9k $18.6m $18.6m 0.05% Reduced -401.3k -401,271
21 Valtinson Bruner Financial Planning LLC 5.79% of their portfolio NEW BRIGHTON, MN 343,751343.8k $17.1m $17.1m 5.79% New
22 Fortis Advisors, LLC 11.16% of their portfolio WAYNE, PA 343,479343.5k $17.1m $17.1m 11.16% Reduced -12.3k -12,319
23 Clarius Group, LLC 0.95% of their portfolio SEATTLE, WA 302,741302.7k $15.1m $15.1m 0.95% Added +272.6k +272,619
24 Colony Family Offices, LLC 4.70% of their portfolio CHARLOTTE, NC 302,379302.4k $15.1m $15.1m 4.70% Reduced -9.9k -9,920
25 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 301,108301.1k $15.0m $15.0m 0.01% Reduced -25.9k -25,856
26 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 294,846294.8k $14.7m $14.7m 0.02% Added +8.2k +8,229
27 AE Wealth Management LLC 0.12% of their portfolio TOPEKA, KS 283,009283.0k $14.1m $14.1m 0.12% Added +158.6k +158,566
28 Mesirow Financial Investment Management, Inc. 0.27% of their portfolio CHICAGO, IL 280,885280.9k $14.0m $14.0m 0.27% Added +2.5k +2,467
29 LOWE BROCKENBROUGH & CO INC 0.91% of their portfolio RICHMOND, VA 276,248276.2k $13.8m $13.8m 0.91% Added +20.9k +20,924
30 Roberts Wealth Advisors, LLC 4.17% of their portfolio PALO ALTO, CA 271,379271.4k $13.5m $13.5m 4.17% Reduced -28.8k -28,797
31 Betterment LLC 0.03% of their portfolio NEW YORK, NY 268,160268.2k $13.4m $13.4m 0.03% Reduced -31.0k -30,978
32 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 265,246265.2k $13.2m $13.2m 0.02% Added +28.4k +28,390
33 Coyle Financial Counsel LLC 4.01% of their portfolio Glenview, IL 263,442263.4k $13.1m $13.1m 4.01% Added +11.7k +11,695
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 215,864215.9k $10.8m $10.8m 0.00% Added +23.6k +23,585
35 RAFFA WEALTH MANAGEMENT, LLC 2.39% of their portfolio WASHINGTON, DC 210,939210.9k $10.5m $10.5m 2.39% Reduced -77.0k -77,001
36 TruWealth Advisors, LLC 0.63% of their portfolio Metairie, LA 208,853208.9k $10.4m $10.4m 0.63% Added +44.8k +44,823
37 FOUNDERS GROVE WEALTH PARTNERS, LLC 2.87% of their portfolio RICHMOND, VA 206,326206.3k $10.3m $10.3m 2.87% Added +25.4k +25,422
38 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 195,966196.0k $9.8m $9.8m 0.05% Added +23.2k +23,224
39 KITCHING PARTNERS, LLC 11.11% of their portfolio CONSHOHOCKEN, PA 193,677193.7k $9.7m $9.7m 11.11% Added +1.1k +1,141
40 ECLECTIC ASSOCIATES INC /ADV 2.47% of their portfolio FULLERTON, CA 184,816184.8k $9.2m $9.2m 2.47% Added +54.8k +54,826
41 SpringVest Wealth Management LLC 7.61% of their portfolio DALLAS, TX 184,024184.0k $9.2m $9.2m 7.61% Reduced -17.4k -17,397
42 BLAIR WILLIAM & CO/IL 0.03% of their portfolio CHICAGO, IL 175,297175.3k $8.7m $8.7m 0.03% Added +13.5k +13,549
43 Apella Capital, LLC 0.30% of their portfolio WEST HARTFORD, CT 173,826173.8k $8.6m $8.6m 0.30% Added +5.6k +5,602
44 Schulz Wealth, LTD. 6.42% of their portfolio MANSFIELD, TX 168,843168.8k $8.4m $8.4m 6.42% Reduced -16.9k -16,900
45 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 166,893166.9k $8.3m $8.3m 0.03% Reduced -30.3k -30,312
46 NewEdge Wealth, LLC 0.15% of their portfolio STAMFORD, CT 165,329165.3k $8.2m $8.2m 0.15% Reduced -150.8k -150,791
47 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 164,360164.4k $8.2m $8.2m 0.01% Added +13.3k +13,256
48 Capital Analysts, LLC 0.30% of their portfolio FORT WASHINGTON, PA 163,940163.9k $8.2m $8.2m 0.30% Reduced -91.6k -91,570
49 McClarren Financial Advisors, Inc. 8.49% of their portfolio STATE COLLEGE, PA 158,069158.1k $12.8m $12.8m 8.49% Reduced -90.0k -90,025
50 Enclave Advisors LLC 1.30% of their portfolio AUSTIN, TX 152,576152.6k $7.6m $7.6m 1.30% Added +99.6k +99,566
51 Kathmere Capital Management, LLC 0.61% of their portfolio WAYNE, PA 143,193143.2k $7.1m $7.1m 0.61% Added +31.5k +31,517
52 NVWM, LLC 1.88% of their portfolio YARDLEY, PA 141,890141.9k $7.1m $7.1m 1.88% Reduced -571 -571
53 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 138,726138.7k $6.9m $6.9m 0.00% Reduced -4.2k -4,222
54 TITLEIST ASSET MANAGEMENT, LLC 0.76% of their portfolio SAN ANTONIO, TX 132,164132.2k $6.6m $6.6m 0.76% Added +7.1k +7,108
55 BlueChip Wealth Advisors LLC 3.15% of their portfolio Milton, GA 128,607128.6k $6.4m $6.4m 3.15% Added +117.1k +117,072
56 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 127,293127.3k $6.3m $6.3m 0.01% Added +33.2k +33,250
57 FOUNDERS FINANCIAL SECURITIES LLC 0.52% of their portfolio TOWSON, MD 122,785122.8k $6.1m $6.1m 0.52% New
58 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 122,769122.8k $6.1m $6.1m 0.01% Added +89.7k +89,719
59 Kintayl Capital LP 4.33% of their portfolio NEW YORK, NY 120,600120.6k $6.0m $6.0m 4.33% Unchanged
60 Ashton Thomas Private Wealth, LLC 0.23% of their portfolio SCOTTSDALE, AZ 119,271119.3k $5.9m $5.9m 0.23% New
61 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 118,591118.6k $5.9m $5.9m 0.01% Reduced -6.4k -6,431
62 Crews Bank & Trust 1.00% of their portfolio PORT CHARLOTTE, FL 117,790117.8k $5.9m $5.9m 1.00% Added +1.6k +1,632
63 MorganRosel Wealth Management, LLC 1.73% of their portfolio HIGHLANDS RANCH, CO 114,108114.1k $5.7m $5.7m 1.73% Added +48.7k +48,747
64 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 109,615109.6k $5.5m $5.5m 0.05% Reduced -8.7k -8,724
65 Modera Wealth Management, LLC 0.07% of their portfolio WESTWOOD, NJ 109,311109.3k $5.4m $5.4m 0.07% Added +101 +101
66 Pine Harbor Wealth Management, LLC 2.14% of their portfolio FAIRFAX, VA 107,250107.2k $5.3m $5.3m 2.14% Added +3.7k +3,694
67 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 106,581106.6k $5.3m $5.3m 0.01% Reduced -16.3k -16,261
68 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 104,639104.6k $5.2m $5.2m 0.01% Added +77.6k +77,593
69 OneDigital Investment Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 103,533103.5k $5.2m $5.2m 0.06% Added +9.2k +9,201
70 CWM, LLC 0.02% of their portfolio OMAHA, NE 100,528100.5k $5.0m $5.0m 0.02% Reduced -3.5k -3,499
71 Northwest Capital Management Inc 2.06% of their portfolio Lake Oswego, OR 100,431100.4k $5.0m $5.0m 2.06% Reduced -3.5k -3,500
72 ZAZOVE ASSOCIATES LLC 0.43% of their portfolio INCLINE VILLAGE, NV 100,000100.0k $5.0m $5.0m 0.43% Unchanged
73 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 99,04299.0k $4.9m $4.9m 0.02% Added +8.0k +7,997
74 CWC Advisors, LLC. 2.70% of their portfolio LAKE OSWEGO, OR 95,02795.0k $4.7m $4.7m 2.70% Added +9.9k +9,887
75 Mariner, LLC 0.01% of their portfolio Overland Park, KS 87,15487.2k $4.3m $4.3m 0.01% Added +12.2k +12,194
76 Signature Wealth Management Group 1.67% of their portfolio ATLANTA, GA 86,06186.1k $4.3m $4.3m 1.67% Added +1.8k +1,754
77 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 83,54683.5k $4.2m $4.2m 0.00% Added +13.2k +13,164
78 WEBSTERROGERS FINANCIAL ADVISORS, LLC 1.42% of their portfolio FLORENCE, SC 83,42383.4k $4.2m $4.2m 1.42% Reduced -49.2k -49,217
79 Focus Financial Network, Inc. 0.17% of their portfolio MINNEAPOLIS, MN 81,99982.0k $4.1m $4.1m 0.17% Reduced -3.8k -3,753
80 Capital Investment Services of America, Inc. 0.41% of their portfolio MILWAUKEE, WI 81,13081.1k $4.0m $4.0m 0.41% Added +8.3k +8,345
81 Siligmueller & Norvid Wealth Advisors LLC 1.70% of their portfolio GLEN ELLYN, IL 80,84880.8k $4.0m $4.0m 1.70% Added +2.2k +2,191
82 Palisades Hudson Asset Management, L.P. 1.81% of their portfolio FORT LAUDERDALE, FL 79,87179.9k $4.0m $4.0m 1.81% Added +13.8k +13,792
83 CENTRAL TRUST Co 0.10% of their portfolio JEFFERSON CITY, MO 79,09079.1k $3.9m $3.9m 0.10% Reduced -31.4k -31,448
84 SALEM INVESTMENT COUNSELORS INC 0.13% of their portfolio WINSTON-SALEM, NC 77,20977.2k $3.8m $3.8m 0.13% Added +1.4k +1,358
85 HTG Investment Advisors, Inc. 1.60% of their portfolio NEW CANAAN, CT 76,84076.8k $3.8m $3.8m 1.60% Added +7.1k +7,112
86 Atria Wealth Solutions, Inc. 0.05% of their portfolio NEW YORK, NY 76,24276.2k $3.8m $3.8m 0.05% Added +26.7k +26,715
87 SP Asset Management LLC 0.32% of their portfolio CUPERTINO, CA 73,91673.9k $3.7m $3.7m 0.32% Reduced -1.6k -1,628
88 Pillar Financial Advisors, LLC 2.74% of their portfolio LOUISVILLE, KY 73,81473.8k $3.7m $3.7m 2.74% Added +677 +677
89 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 70,50370.5k $3.5m $3.5m 0.04% Added +1.1k +1,071
90 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 69,80569.8k $3.5m $3.5m 0.03% Reduced -840 -840
91 Fischer Financial Services, Inc. 1.11% of their portfolio HARRISBURG, PA 69,39569.4k $3.5m $3.5m 1.11% Added +48.9k +48,860
92 Chicago Partners Investment Group LLC 0.11% of their portfolio CHICAGO, IL 67,92667.9k $3.4m $3.4m 0.11% Added +7.2k +7,221
93 PITCAIRN CO 0.20% of their portfolio CONSHOHOCKEN, PA 65,15565.2k $3.2m $3.2m 0.20% New
94 CARY STREET PARTNERS FINANCIAL LLC 0.10% of their portfolio RICHMOND, VA 64,46664.5k $3.2m $3.2m 0.10% Reduced -126 -126
95 Aberdeen Wealth Management LLC 2.18% of their portfolio LAKE BLUFF, IL 63,42363.4k $3.2m $3.2m 2.18% Reduced -5.6k -5,645
96 Chesley Taft & Associates LLC 0.15% of their portfolio CHICAGO, IL 61,35561.4k $3.1m $3.1m 0.15% Added +2.2k +2,189
97 Avidian Wealth Enterprises, LLC 0.13% of their portfolio Houston, TX 60,80160.8k $3.0m $3.0m 0.13% Reduced -5.2k -5,153
98 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 60,67060.7k $3.0m $3.0m 0.00% Reduced -2.9k -2,885
99 TD Capital Management LLC 0.31% of their portfolio MEMPHIS, TN 60,58960.6k $3.0m $3.0m 0.31% Added +3.6k +3,645
100 AlphaCore Capital LLC 0.26% of their portfolio LA JOLLA, CA 60,00060.0k $3.0m $3.0m 0.26% New