55 North Private Wealth’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

55 North Private Wealth’s Portfolio VUSB Stock Details VUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.2M	Buy	646,795 +119,785	+23%	+$5.96M	6.34%	3
2026 Q1	$26.2M	Buy	527,010 +10,095	+2%	+$503K	6.72%	3
2025 Q4	$25.8M	Buy	+516,915	New	+$25.8M	6.79%	3

Other funds holding VUSB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

55 North Private Wealth's VUSB Position: Q2 2026 in Review

55 North Private Wealth increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 23% in Q2 2026, buying an estimated $5.96M and bringing the position to 646,795 shares worth $32.2M. The position accounts for 6.34% of the portfolio, ranked #3.

55 North Private Wealth first reported a position in VUSB in Q4 2025 and has held it in 3 quarters since. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

55 North Private Wealth held 646,795 shares of Vanguard Ultra-Short Bond ETF worth $32.2M as of Q2 2026.
55 North Private Wealth bought 119,785 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $5.96M.
Vanguard Ultra-Short Bond ETF made up 6.34% of 55 North Private Wealth's portfolio in Q2 2026, its #3 holding.
55 North Private Wealth first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2025 and has held it in 3 quarters since.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.