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Disclosery

VUSB VANGUARD BD INDEX FDS

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SHS (fund)

316 managers (318 13F filers) reported a position in VUSB shares at 2024-12-31, 48,170,963 shares in all. 22 filers opened a position and 27 filers sold out during the quarter.

Managers
316
13F filers
318
New
22
Added
115
Reduced
107
Sold out
27
Shares held by filers
48,170,963

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,226,142$1.05B0.08%+2,312,29113F-HRTimelineGroup
Blue Trust, Inc.1,622,890$80.5M1.03%+73,90413F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC1,557,700$77.3M0.11%+58,00013F-HRTimeline
Wharton Business Group, LLC1,449,479$71.9M3.25%-31,20513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,196,728$59.4M0.01%+277,77213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,164,184$57.8M0.01%+214,20313F-HRTimelineGroup
Avion Wealth1,086,820$53.9M13.85%+73,04913F-HRTimeline
LPL Financial LLC933,444$46.3M0.02%+16,81313F-HRTimeline
Pacific Center for Financial Services907,753$45M11.59%+110,21713F-HRTimeline
HighTower Advisors, LLC639,879$31.8M0.04%+89,41813F-HRTimeline
Red Wave Investments LLC596,899$29.6M10.36%+33,68313F-HRTimeline
David Kennon Inc467,321$23.2M9.15%+19,93513F-HRTimeline
Waverly Advisors, LLC427,027$21.2M0.33%-2513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding405,451$20.1M-11,994Timeline
Fortis Advisors, LLC355,798$17.7M11.59%+1,80313F-HRTimeline
Fonville Wealth Management LLC342,415$17M5.61%+53,16713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC326,964$16.2M0.01%13F-HR/ATimelineGroup
NewEdge Wealth, LLC316,120$15.7M0.27%-36,18613F-HRTimeline
Colony Family Offices, LLC312,299$15.5M4.87%-50,71213F-HRTimeline
Roberts Wealth Advisors, LLC300,176$14.9M4.53%+108,76813F-HRTimeline
Betterment LLC299,138$14.8M0.04%+6,99513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC287,940$14.3M3.32%-35,15413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP286,617$14.2M0.01%+9,34913F-HRTimelineGroup
Mesirow Financial Investment Management…278,418$13.8M0.27%-1,02513F-HRTimeline
Global Wealth Management, LLC270,124$13.4M8.56%-19,33913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC255,510$12.7M0.51%-112,75013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC255,324$12.7M0.81%+33,65113F-HRTimeline
Coyle Financial Counsel LLC251,747$12.5M3.95%+19,24113F-HRTimeline
McClarren Financial Advisors, Inc.248,094$12.3M34.55%+126,77713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC236,856$11.8M0.02%+35,40913F-HRTimeline
SpringVest Wealth Management LLC201,421$9.99M8.56%13F-HRTimeline
Bray Capital Advisors200,400$9.94M2.69%-20013F-HRTimeline
Cambridge Investment Research Advisors,…197,205$9.79M0.03%-19,59213F-HRTimeline
KITCHING PARTNERS, LLC192,536$9.55M12.22%+1,64513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA192,279$9.54M<0.01%+7,55713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding189,275$9.39M+49,535Timeline
Schulz Wealth, LTD.185,743$9.22M7.08%-12,33913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC180,904$8.98M2.6%13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC170,200$8.45M0.11%-3,93313F-HRTimeline
Apella Capital, LLC168,224$8.35M0.32%+54,46713F-HRTimeline
TruWealth Advisors, LLC164,030$8.14M0.49%+18,94813F-HRTimeline
BLAIR WILLIAM & CO/IL161,748$8.03M0.02%-39113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP151,104$7.5M0.01%-65,30413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/142,948$7.09M<0.01%-57613F-HRTimelineGroup
NVWM, LLC142,461$7.07M1.78%-8,66313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC132,640$6.58M2.29%+2,96413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV129,990$6.45M1.91%-2,99213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC125,056$6.21M0.71%+38,71113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…125,022$6.2M0.01%-5,14713F-HR/ATimeline
AE Wealth Management LLC124,443$6.17M0.05%-22,92913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.122,842$6.1M0.01%+10,94813F-HR/ATimelineGroup
Kintayl Capital LP120,600$5.98M5.55%13F-HRTimeline
Steward Partners Investment Advisory, L…118,339$5.87M0.05%+6,40713F-HRTimeline
Crews Bank & Trust116,158$5.76M0.97%13F-HRTimeline
Kathmere Capital Management, LLC111,676$5.54M0.5%+31,03013F-HRTimeline
CENTRAL TRUST Co110,538$5.48M0.13%+37,14313F-HRTimeline
Modera Wealth Management, LLC109,210$5.42M0.07%+90,38413F-HRTimeline
CWM, LLCin group CWM, LLC104,027$5.16M0.02%-2,57113F-HRTimelineGroup
Northwest Capital Management Inc103,931$5.16M2.21%013F-HRTimeline
Pine Harbor Wealth Management, LLC103,556$5.14M2.07%+3,69213F-HRTimeline
ZAZOVE ASSOCIATES LLC100,000$4.96M0.48%013F-HRTimeline
OneDigital Investment Advisors LLC94,332$4.68M0.05%+15,70513F-HRTimeline
Cetera Investment Advisers94,043$4.67M0.01%-3,55013F-HRTimeline
MML INVESTORS SERVICES, LLC91,045$4.52M0.02%+10,45013F-HRTimeline
Focus Financial Network, Inc.85,752$4.26M0.17%+38413F-HRTimeline
CWC Advisors, LLC.85,140$4.22M4.21%+2,33513F-HRTimeline
Signature Wealth Management Group84,307$4.18M1.68%+10,47913F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…78,657$3.9M1.66%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75,851$3.76M0.12%+2,69113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SP Asset Management LLC75,544$3.75M0.31%+1,24713F-HRTimeline
Mariner, LLCin group Mariner, LLC74,960$3.72M0.01%+8,12513F-HRTimelineGroup
Pillar Financial Advisors, LLC73,137$3.63M2.78%13F-HRTimeline
Capital Investment Services of America,…72,785$3.61M0.34%+10,40013F-HRTimeline
MAI Capital Management70,645$3.51M0.03%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC70,382$3.49M<0.01%+5,05013F-HRTimelineGroup
HTG Investment Advisors, Inc.69,728$3.46M1.58%+3,50113F-HRTimeline
Integrated Wealth Concepts LLC69,432$3.45M0.04%-91113F-HRTimeline
Aberdeen Wealth Management LLC69,068$3.43M2.35%new13F-HRTimeline
Palisades Hudson Asset Management, L.P.66,079$3.28M1.38%-2,32713F-HRTimeline
Avidian Wealth Enterprises, LLC65,954$3.27M0.15%+29,82713F-HRTimeline
MorganRosel Wealth Management, LLC65,361$3.24M1.06%+1,06113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding64,592$3.21M+8,615Timeline
Creative Planningin group Creative Planning63,555$3.15M<0.01%+2,70113F-HRTimelineGroup
TAGStone Capital, Inc.63,193$3.14M1.54%-2,82913F-HRTimeline
Chicago Partners Investment Group LLC60,705$3.01M0.1%-26813F-HRTimeline
Chesley Taft & Associates LLC59,166$2.94M0.14%+2,35713F-HRTimeline
SAGE RHINO CAPITAL LLC58,223$2.89M0.63%-1,84313F-HRTimeline
TD Capital Management LLC56,944$2.83M0.29%+3,48413F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC55,648$2.76M0.19%-5,90013F-HRTimeline
Elser Financial Planning, Inc55,033$2.73M0.2%new13F-HRTimeline
Enclave Advisors LLC53,010$2.63M0.43%-16,58213F-HRTimeline
Texas Yale Capital Corp.50,960$2.53M0.1%-20013F-HRTimeline
U.S. Capital Wealth Advisors, LLC50,817$2.52M0.08%+12,75913F-HRTimeline
Busey Bank50,353$2.5M0.08%013F-HRTimeline
Atria Wealth Solutions, Inc.49,527$2.46M0.03%+2,18813F-HRTimeline
Valmark Advisers, Inc.49,149$2.44M0.04%-3,70213F-HRTimeline
Strategic Investment Solutions, Inc. /IL44,044$2.39M0.8%-3,90913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,197$2.29M0.01%+11,68913F-HRTimelineGroup
CWS Financial Advisors, LLC46,008$2.28M0.74%+2,95413F-HRTimeline
EQUITY INVESTMENT CORP45,600$2.26M0.05%-4,95113F-HRTimeline
Essential Planning, LLC.43,681$2.17M0.01%new13F-HRTimeline
Two West Capital Advisors LLC41,948$2.08M1.78%-4,10913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP40,812$2.03M0.06%013F-HRTimeline
Compass Financial Group, Inc.40,432$2.01M0.96%-27713F-HRTimeline
HB Wealth Management, LLC39,749$1.97M0.02%+5,47213F-HRTimeline
New Capital Management LP39,460$1.96M0.57%-29113F-HRTimeline
Roble, Belko & Company, Inc38,790$1.93M0.31%-1,33913F-HRTimeline
TrueWealth Financial Partners38,672$1.92M1.19%013F-HRTimeline
HBW ADVISORY SERVICES LLC38,442$1.91M0.2%+1,33813F-HRTimeline
Leeward Financial Partners, LLC37,541$1.86M0.66%+12,46413F-HRTimeline
Mills Wealth Advisors LLC37,496$1.86M1.06%+14,23613F-HRTimeline
MontVue Capital Management, Inc.37,461$1.86M1.42%-1,61113F-HRTimeline
CHATHAM CAPITAL GROUP, INC.36,630$1.82M0.3%+50013F-HRTimeline
Bouchey Financial Group, Ltd.36,574$1.81M0.16%-8,56013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC35,800$1.78M0.17%-1,50013F-HRTimeline
Prudent Man Investment Management, Inc.35,315$1.75M0.97%13F-HRTimeline
ASPIRIANT, LLC35,190$1.75M0.06%+22813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP34,215$1.7M0.02%+17,41513F-HRTimeline
BOSTON FAMILY OFFICE LLC34,006$1.69M0.12%new13F-HRTimeline
Joseph Group Capital Management33,998$1.69M0.66%-18,70213F-HRTimeline
Sanctuary Advisors, LLC33,082$1.65M0.01%+15713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,050$1.64M<0.01%-426,68813F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC32,592$1.62M1.9%13F-HRTimeline
Clearwater Capital Advisors, LLC31,946$1.59M0.16%+5,36113F-HRTimeline
GatePass Capital, LLC31,500$1.56M1.7%13F-HRTimeline
Avior Wealth Management, LLC31,203$1.55M0.06%+27,12713F-HRTimeline
Warwick Investment Management, Inc.30,784$1.53M0.31%+3,45213F-HRTimeline
Belpointe Asset Management LLC30,559$1.52M0.09%+4,99813F-HRTimeline
Camarda Financial Advisors, LLC30,392$1.51M0.57%+2,06713F-HRTimeline
Clarius Group, LLC30,122$1.49M0.1%+4,58013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC29,463$1.46M0.2%-5,93213F-HRTimeline
Applied Capital LLC28,132$1.4M0.72%-5,80313F-HRTimeline
Verus Financial Partners, Inc.28,065$1.39M0.16%+1,34413F-HRTimeline
Willow Creek Wealth Management Inc.27,158$1.35M0.14%-1,50513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,046$1.34M<0.01%+2,68713F-HRTimelineGroup
Ballew Advisors, Inc26,362$1.31M0.84%+7213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.25,570$1.27M0.11%013F-HRTimeline
Infinity Wealth Counsel, LLC25,506$1.27M1.35%13F-HRTimeline
WealthPlan Investment Management, LLC25,183$1.25M0.12%new13F-HRTimeline
INTREPID FAMILY OFFICE LLC25,000$1.24M1.31%13F-HRTimeline
LEGACY SOLUTIONS, LLC24,283$1.2M1.31%13F-HRTimeline
Dorsey & Whitney Trust CO LLC24,212$1.2M0.07%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24,172$1.2M0.07%new13F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC23,847$1.18M0.22%-43013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY23,677$1.17M<0.01%-44,00313F-HR/ATimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…23,445$1.17M0.01%+3,02013F-HRTimeline
Willis Johnson & Associates, Inc.23,301$1.16M0.09%-11,48613F-HRTimeline
Capital Square, LLC23,201$1.15M0.66%-1813F-HRTimeline
Manchester Capital Management LLC22,830$1.13M0.13%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…22,495$1.12M0.7%13F-HRTimeline
Outlook Wealth Advisors, LLC21,942$1.09M0.31%+7613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,847$1.08M0.04%-57,34813F-HRTimelineGroup
Convergence Financial, LLC21,759$1.08M0.22%new13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP21,642$1.07M0.04%+1,10313F-HRTimeline
TriaGen Wealth Management LLC21,373$1.06M0.36%-17213F-HRTimeline
ADVISORY RESEARCH INC21,243$1.05M0.18%-70,37713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,670$1.03M0.01%+1,93913F-HRTimelineGroup
Fischer Financial Services, Inc.20,535$1.02M0.32%13F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC19,360$961K0.67%+3,10513F-HRTimeline
CGC Financial Services, LLC19,099$948K0.38%-23613F-HRTimeline
REGATTA CAPITAL GROUP, LLC18,551$921K0.18%-7,76613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC18,343$910K0.19%-9,74613F-HRTimeline
WESCAP Management Group, Inc.17,885$887K0.22%-2,71913F-HRTimeline
Ballentine Capital Advisors, Inc17,723$879K0.46%-1,96313F-HRTimeline
SOL Capital Management CO17,650$876K0.1%+35013F-HRTimeline
Evanson Asset Management, LLC17,300$858K0.06%-60013F-HRTimeline
Core Wealth Advisors, Inc.17,285$858K0.28%+2,01013F-HRTimeline
Gladstone Institutional Advisory LLC17,082$848K0.04%-49513F-HRTimeline
CARDIFF PARK ADVISORS, LLC16,864$837K0.08%+2,93713F-HRTimeline
Triton Financial Group Inc16,134$801K0.5%+9513F-HRTimeline
Ruedi Wealth Management, Inc.15,954$792K0.25%-65313F-HRTimeline
NAPATREE CAPITAL LLC15,234$756K0.44%-30113F-HRTimeline
Compass Financial Group, INC/SD15,233$756K0.14%+1,03213F-HRTimeline
CJM Wealth Advisers, Ltd.15,112$750K0.25%new13F-HRTimeline
Life Planning Partners, Inc14,683$729K0.67%-40113F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13,985$694K0.01%-4,90013F-HRTimeline
Root Financial Partners, LLC13,982$694K0.09%+7,25713F-HRTimeline
ALKEME WEALTH, LLC13,896$690K0.32%+2,73813F-HRTimeline
Latitude Advisors, LLC13,821$686K0.39%+53313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC13,766$683K0.08%013F-HRTimeline
Laidlaw Wealth Management LLC13,559$673K0.29%-20813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,462$668K0.05%+13913F-HRTimeline
Lakewood Asset Management LLC13,382$664K0.46%+34213F-HRTimeline
Cypress Point Wealth Management, LLC13,226$656K0.2%+60613F-HRTimeline
Peak Asset Management, LLC12,662$628K0.12%013F-HRTimeline
Janney Montgomery Scott LLC12,593$625K<0.01%-24913F-HRTimeline
William Howard & Co Financial Advisors …12,476$619K0.56%013F-HRTimeline
WBH ADVISORY INC12,269$609K0.06%-2,84713F-HRTimeline
Ausdal Financial Partners, Inc.12,228$607K0.05%-2,52813F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC11,976$594K0.21%+20013F-HRTimeline
Orion Porfolio Solutions, LLC11,903$591K0.01%-10713F-HRTimeline
Orion Portfolio Solutions, LLC11,903$591K0.01%-10713F-HRTimeline
LOWERY THOMAS, LLC11,597$575K0.38%new13F-HRTimeline
BlueChip Wealth Advisors LLC11,535$572K0.32%+4,25613F-HRTimeline
Gradient Capital Advisors, LLC10,821$537K0.17%-5,15613F-HRTimeline
Beaird Harris Wealth Management, LLC10,191$506K0.04%+40013F-HRTimeline
Keel Point, LLC10,120$502K0.04%-21413F-HRTimeline
CWA Asset Management Group, LLC10,101$501K0.03%new13F-HRTimeline
Per Stirling Capital Management, LLC.9,975$495K0.07%+1,34313F-HRTimeline
Private Advisor Group, LLC9,528$473K<0.01%-2,08713F-HRTimeline