Aegis Wealth Management (Maryland)’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Aegis Wealth Management (Maryland)’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	$378K	Buy	7,598 +2,022	+36%	+$101K	0.18%	104
2026 Q1	$278K	Buy	5,576 +38	+0.7%	+$1.9K	0.16%	102
2025 Q4	$276K	Buy	5,538 +81	+1%	+$4.04K	0.16%	104
2025 Q3	$273K	Buy	5,457 +127	+2%	+$6.33K	0.15%	103
2025 Q2	$266K	Hold	5,330	–	–	0.16%	98
2025 Q1	$266K	Buy	+5,330	New	+$265K	0.16%	103

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

Aegis Wealth Management (Maryland)'s VUSB Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 36% in Q2 2026, buying an estimated $101K and bringing the position to 7,598 shares worth $378K. The position accounts for 0.18% of the portfolio, ranked #104.

Aegis Wealth Management (Maryland) first reported a position in VUSB in Q1 2025 and has held it in 6 quarters since. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Aegis Wealth Management (Maryland) held 7,598 shares of Vanguard Ultra-Short Bond ETF worth $378K as of Q2 2026.
Aegis Wealth Management (Maryland) bought 2,022 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $101K.
Vanguard Ultra-Short Bond ETF made up 0.18% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #104 holding.
Aegis Wealth Management (Maryland) first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 6 quarters since.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.