Advisory Research’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Advisory Research’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	$5.98M	Buy	120,152 +38,232	+47%	+$1.9M	0.6%	37
2026 Q1	$4.08M	Buy	81,920 +8,509	+12%	+$424K	0.5%	44
2025 Q4	$3.66M	Buy	73,411 +28,036	+62%	+$1.4M	0.46%	44
2025 Q3	$2.27M	Buy	45,375 +24,132	+114%	+$1.2M	0.3%	73
2025 Q2	$1.06M	Hold	21,243	–	–	0.16%	102
2025 Q1	$1.06M	Hold	21,243	–	–	0.19%	104
2024 Q4	$1.05M	Sell	21,243 -70,377	-77%	-$3.5M	0.18%	108
2024 Q3	$4.58M	Sell	91,620 -5,035	-5%	-$250K	0.81%	38
2024 Q2	$4.79M	Buy	96,655 +15,180	+19%	+$750K	0.9%	35
2024 Q1	$4.04M	Sell	81,475 -6,060	-7%	-$300K	0.8%	35
2023 Q4	$4.33M	Buy	87,535 +4,060	+5%	+$200K	0.67%	38
2023 Q3	$4.11M	Buy	83,475 +16,275	+24%	+$799K	0.57%	41
2023 Q2	$3.3M	Buy	+67,200	New	+$3.3M	0.42%	56

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 $104B AUM 28.3% 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

Advisory Research's VUSB Position: Q2 2026 in Review

Advisory Research increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 47% in Q2 2026, buying an estimated $1.9M and bringing the position to 120,152 shares worth $5.98M. The position accounts for 0.6% of the portfolio, ranked #37.

Advisory Research first reported a position in VUSB in Q2 2023 and has held it in 13 quarters since. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Advisory Research held 120,152 shares of Vanguard Ultra-Short Bond ETF worth $5.98M as of Q2 2026.
Advisory Research bought 38,232 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $1.9M.
Vanguard Ultra-Short Bond ETF made up 0.6% of Advisory Research's portfolio in Q2 2026, its #37 holding.
Advisory Research first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2023 and has held it in 13 quarters since.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.