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Allegheny Financial Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Allegheny Financial Group’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
Q1 		– Sell
-8,346
Closed -$416K – 298
2025
Q4 		$416K Hold
8,346
– – 0.06% 167
2025
Q3 		$417K Hold
8,346
– – 0.08% 158
2025
Q2 		$416K Hold
8,346
– – 0.09% 154
2025
Q1 		$416K Hold
8,346
– – 0.11% 144
2024
Q4 		$414K Hold
8,346
– – 0.11% 144
2024
Q3 		$417K Hold
8,346
– – 0.1% 161
2024
Q2 		$413K Hold
8,346
– – 0.12% 142
2024
Q1 		$414K Hold
8,346
– – 0.13% 134
2023
Q4 		$413K Buy
8,346
+67
+0.8% +$3.3K 0.13% 135
2023
Q3 		$407K Buy
+8,279
New +$407K 0.15% 124

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Allegheny Financial Group's VUSB Position: Q1 2026 in Review

Allegheny Financial Group sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2026, closing a stake of 8,346 shares — an estimated $416K sold.

Allegheny Financial Group first reported a position in VUSB in Q3 2023 and held it in 10 quarters. The position peaked at $417K in Q3 2025. 475 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Allegheny Financial Group reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Allegheny Financial Group sold 8,346 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $416K.
  • Allegheny Financial Group first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and held it in 10 quarters.
  • Allegheny Financial Group's Vanguard Ultra-Short Bond ETF position peaked at $417K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Allegheny Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.