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Accredited Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$13K Buy
2,832
+2,572
+989% +$128K 0.01% 240
2025
Q2 		$13K Hold
260
– – 0.01% 234
2025
Q1 		$13K Hold
260
– – 0.01% 218
2024
Q4 		$12.9K Buy
+260
New +$12.9K 0.01% 229

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

Accredited Wealth Management's VUSB Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 989% in Q3 2025, buying an estimated $128K and bringing the position to 2,832 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #240.

Accredited Wealth Management first reported a position in VUSB in Q4 2024 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold VUSB as of Q3 2025.

  • Accredited Wealth Management held 2,832 shares of Vanguard Ultra-Short Bond ETF worth $13K as of Q3 2025.
  • Accredited Wealth Management bought 2,572 Vanguard Ultra-Short Bond ETF shares in Q3 2025, an estimated $128K.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #240 holding.
  • Accredited Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.