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

AE 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
2026 Q2	$13.5M	Sell	271,284 -34,010	-11%	-$1.69M	0.06%	262
2026 Q1	$15.2M	Buy	305,294 +119,572	+64%	+$5.96M	0.08%	240
2025 Q4	$9.26M	Sell	185,722 -6,322	-3%	-$315K	0.05%	295
2025 Q3	$9.6M	Sell	192,044 -36,256	-16%	-$1.81M	0.06%	270
2025 Q2	$11.4M	Sell	228,300 -54,709	-19%	-$2.72M	0.08%	235
2025 Q1	$14.1M	Buy	283,009 +158,566	+127%	+$7.89M	0.12%	194
2024 Q4	$6.17M	Sell	124,443 -22,929	-16%	-$1.14M	0.05%	309
2024 Q3	$7.36M	Sell	147,372 -14,905	-9%	-$741K	0.07%	273
2024 Q2	$8.04M	Sell	162,277 -47,687	-23%	-$2.36M	0.08%	254
2024 Q1	$10.4M	Sell	209,964 -11,242	-5%	-$556K	0.12%	211
2023 Q4	$11M	Buy	221,206 +93,136	+73%	+$4.58M	0.06%	378
2023 Q3	$6.3M	Buy	+128,070	New	+$6.29M	0.04%	484

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

AE Wealth Management's VUSB Position: Q2 2026 in Review

AE Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 11% in Q2 2026, selling an estimated $1.69M and leaving 271,284 shares worth $13.5M. The position accounts for 0.06% of the portfolio, ranked #262.

AE Wealth Management first reported a position in VUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.2M in Q1 2026. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

AE Wealth Management held 271,284 shares of Vanguard Ultra-Short Bond ETF worth $13.5M as of Q2 2026.
AE Wealth Management sold 34,010 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $1.69M.
Vanguard Ultra-Short Bond ETF made up 0.06% of AE Wealth Management's portfolio in Q2 2026, its #262 holding.
AE Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and has held it in 12 quarters since.
AE Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $15.2M in Q1 2026.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.