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Disclosery

VUSB VANGUARD BD INDEX FDS

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SHS (fund)

341 managers (343 13F filers) reported a position in VUSB shares at 2025-03-31, 53,790,284 shares in all. 53 filers opened a position and 26 filers sold out during the quarter.

Managers
341
13F filers
343
New
53
Added
131
Reduced
107
Sold out
26
Shares held by filers
53,790,284

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cresset Asset Management, LLC12,548$626K<0.01%new13F-HRTimeline
William Howard & Co Financial Advisors …12,476$622K0.58%013F-HRTimeline
CWA Asset Management Group, LLC12,401$618K0.03%+2,30013F-HRTimeline
New Capital Management LP12,313$614K0.18%-27,14713F-HRTimeline
Janney Montgomery Scott LLC12,271$612K<0.01%-32213F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC12,072$602K0.22%+9613F-HRTimeline
Family CFO Inc11,546$576K0.32%+5,22613F-HRTimeline
Orion Porfolio Solutions, LLC11,232$560K0.01%-67113F-HRTimeline
Orion Portfolio Solutions, LLC11,232$560K0.01%-67113F-HR/ATimeline
Per Stirling Capital Management, LLC.10,636$530K0.08%+66113F-HRTimeline
Cypress Point Wealth Management, LLC10,514$524K0.17%-2,71213F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…10,453$521K0.36%-12,04213F-HRTimeline
Beaird Harris Wealth Management, LLC10,191$508K0.04%013F-HRTimeline
Keel Point, LLC10,162$507K0.04%+4213F-HRTimeline
RFG Advisory, LLC10,102$504K0.01%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…9,948$496K0.08%+2,52613F-HRTimeline
IFP Advisors, Inc9,695$483K0.01%+9,24913F-HRTimeline
Christensen, King & Associates Investme…9,495$473K0.22%+40113F-HRTimeline
Apexium Financial, LP9,270$462K0.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,176$457K<0.01%+3,93413F-HRTimelineGroup
BRASADA CAPITAL MANAGEMENT, LP9,215$456K0.09%+52513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,110$454K<0.01%-14,56713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC9,066$452K<0.01%-8013F-HR/ATimelineGroup
SAM Advisors, LLC8,927$445K0.17%+21013F-HRTimeline
Allworth Financial LP8,511$423K<0.01%+3,15013F-HRTimeline
Greenspring Advisors, LLC8,452$421K0.1%+96613F-HRTimeline
Allegheny Financial Group8,346$416K0.11%013F-HRTimeline
PLANNING DIRECTIONS INC8,273$412K0.18%-63013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,129$405K<0.01%+17713F-HRTimelineGroup
Kingsview Wealth Management, LLC7,789$388K0.01%new13F-HRTimeline
Mutual Advisors, LLC7,776$387K0.01%+2,84713F-HRTimeline
GSG Advisors LLC7,732$383K0.13%-91613F-HRTimeline
COMERICA BANK7,641$381K<0.01%+4,13713F-HRTimeline
Private Advisor Group, LLC7,628$380K<0.01%-1,90013F-HRTimeline
CULBERTSON A N & CO INC7,495$374K0.06%-1,10513F-HRTimeline
Wealth Management Associates, Inc.7,450$371K0.16%013F-HRTimeline
SJS Investment Consulting Inc.7,279$363K0.06%-70513F-HRTimeline
Prime Capital Investment Advisors, LLC6,791$339K<0.01%+5113F-HRTimeline
Castleview Partners, LLC6,740$336K0.23%new13F-HRTimeline
Curi Capital, LLC6,574$328K0.01%013F-HRTimeline
Prepared Retirement Institute LLC6,486$323K0.21%new13F-HRTimeline
WESBANCO BANK INC6,437$321K0.01%-26013F-HRTimeline
Burton Enright Welch6,409$320K0.06%-11013F-HRTimeline
Bath Savings Trust Co6,400$319K0.03%013F-HRTimeline
NorthCoast Asset Management LLC6,360$317K<0.01%-20013F-HR/ATimeline
Alpha Omega Wealth Management LLC6,331$316K0.06%new13F-HRTimeline
Florida Trust Wealth Management Co6,127$305K0.01%new13F-HRTimeline
Zhang Financial LLC6,127$305K0.02%+1,20913F-HRTimeline
NewEdge Advisors, LLC6,108$305K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,100$304K<0.01%new13F-HRTimelineGroup
Olde Wealth Management, LLC6,065$302K0.11%+1,41613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC5,858$292K0.24%013F-HR/ATimeline
HBK Sorce Advisory LLC5,832$291K0.01%+1,00913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,740$286K0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,676$283K<0.01%new13F-HRTimelineGroup
Regal Investment Advisors LLC5,602$279K0.02%new13F-HRTimeline
WNY Asset Management, LLC5,551$277K0.03%-97513F-HRTimeline
Corundum Group, Inc.5,469$273K0.13%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,395$269K<0.01%+56713F-HRTimelineGroup
PFG Advisors5,349$267K0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC5,342$266K<0.01%+83013F-HRTimeline
Aegis Wealth Management LLC5,330$266K0.16%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,329$266K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,315$265K<0.01%-2,08013F-HRTimelineGroup
Grant Street Asset Management, Inc.5,291$264K0.06%-89013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,135$256K<0.01%013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC5,104$254K0.04%+4113F-HRTimeline
SageView Advisory Group, LLC5,095$254K0.01%new13F-HRTimeline
HANOVER ADVISORS INC5,070$253K0.11%-1,83113F-HRTimeline
Hopwood Financial Services, Inc.5,000$249K0.19%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …4,901$244K0.02%-81113F-HRTimelineGroup
Murphy Pohlad Asset Management LLC4,855$242K0.1%-1113F-HRTimeline
Robinswood Financial LLC4,734$236K0.09%+913F-HRTimeline
CFS Investment Advisory Services, LLC4,704$235K0.02%013F-HRTimeline
Willis Johnson & Associates, Inc.4,664$233K0.02%-18,63713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC4,538$226K0.04%013F-HRTimeline
Berkeley Capital Partners, LLC4,522$225K0.06%013F-HRTimeline
Elgethun Capital Management4,487$224K0.05%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,471$223K<0.01%+2,22113F-HR/ATimelineGroup
Strid Group, LLC4,339$216K0.03%-62313F-HRTimeline
Rappaport Reiches Capital Management, L…4,295$214K0.05%013F-HRTimeline
Plum Street Advisors, LLC4,260$212K0.1%+1413F-HRTimeline
HOLDERNESS INVESTMENTS CO4,245$212K0.05%new13F-HRTimeline
BIP Wealth, LLC4,211$210K0.01%new13F-HRTimeline
Hummer Financial Advisory Services Inc4,200$209K0.17%013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC4,185$209K0.15%new13F-HRTimeline
Smartleaf Asset Management LLC4,099$204K0.02%-5813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC4,089$204K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC4,071$203K0.03%-10113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,520$175K<0.01%+77013F-HRTimelineGroup
First PREMIER Bank3,460$173K0.04%+2,56013F-HRTimeline
Blume Capital Management, Inc.2,819$141K0.03%013F-HRTimeline
McIlrath & Eck, LLC2,542$127K0.02%-23213F-HRTimeline
Hurley Capital, LLC2,520$126K0.1%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,408$119K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC2,281$114K0.01%+1813F-HRTimeline
Financial Management Professionals, Inc.2,229$111K0.01%-1,58313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,220$111K<0.01%new13F-HRTimeline
Crewe Advisors LLC2,034$101K0.01%013F-HRTimeline
LGT Financial Advisors LLC2,000$99.7K0.3%013F-HRTimeline
AdvisorNet Financial, Inc1,972$98.3K0.01%-1,22913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,830$91.2K<0.01%-27013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,713$85.4K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,637$81.3K<0.01%-98413F-HRTimeline
AllSquare Wealth Management LLC1,601$79.8K0.05%013F-HRTimeline
Creekmur Asset Management LLC1,574$78.5K0.02%013F-HRTimeline
Graney & King, LLC1,524$76K0.06%013F-HRTimeline
PRIVATE TRUST CO NA1,508$75.2K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,437$71.6K<0.01%+80513F-HRTimelineGroup
Parallel Advisors, LLC1,425$71K<0.01%+41013F-HRTimeline
VSM Wealth Advisory, LLC1,383$68.9K0.02%013F-HRTimeline
Financial Perspectives, Inc1,017$50.7K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC1,009$50.3K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…857$42.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.853$42K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV750$37.4K<0.01%-60013F-HRTimeline
2UniFi Bank744$37.1K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG732$36.5K<0.01%new13F-HRTimelineGroup
Garde Capital, Inc.704$35.1K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC700$34.9K0.01%new13F-HR/ATimeline
North Star Investment Management Corp.598$29.8K<0.01%+513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC509$25.4K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC428$21.3K0.01%+8513F-HRTimeline
Rialto Wealth Management, LLC426$21.2K0.01%-25413F-HRTimeline
HAZLETT, BURT & WATSON, INC.410$20K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC397$19.8K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC324$16.2K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.321$15.9K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC306$15.3K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC283$14.1K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC260$13K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.200$9.97K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC154$7.68K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC110$5.48K<0.01%-1,03113F-HRTimeline
GPS Wealth Strategies Group, LLC51$2.54K<0.01%013F-HRTimeline
PMV Capital Advisers, LLC51$2.54K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.33$1.65K<0.01%013F-HRTimeline
SIGNATUREFD, LLC20$997<0.01%-17913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$50<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC3$245K-4,93513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.