Allen Investment Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Allen Investment 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	$223K	Hold	4,488	–	–	﹤0.01%	220
2026 Q1	$223K	Buy	4,488 +399	+10%	+$19.9K	﹤0.01%	217
2025 Q4	$204K	Hold	4,089	–	–	﹤0.01%	219
2025 Q3	$204K	Hold	4,089	–	–	﹤0.01%	199
2025 Q2	$204K	Hold	4,089	–	–	﹤0.01%	197
2025 Q1	$204K	Hold	4,089	–	–	﹤0.01%	197
2024 Q4	$203K	Hold	4,089	–	–	﹤0.01%	196
2024 Q3	$204K	Hold	4,089	–	–	﹤0.01%	212
2024 Q2	$202K	Hold	4,089	–	–	﹤0.01%	214
2024 Q1	$203K	Hold	4,089	–	–	﹤0.01%	205
2023 Q4	$202K	Hold	4,089	–	–	﹤0.01%	212
2023 Q3	$201K	Hold	4,089	–	–	﹤0.01%	216
2023 Q2	$201K	Hold	4,089	–	–	﹤0.01%	213
2023 Q1	$201K	Hold	4,089	–	–	﹤0.01%	211
2022 Q4	$200K	Sell	4,089 -14,376	-78%	-$703K	﹤0.01%	208
2022 Q3	$904K	Hold	18,465	–	–	0.02%	126
2022 Q2	$908K	Buy	+18,465	New	+$910K	0.01%	135

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

Allen Investment Management's VUSB Position: Q2 2026 in Review

Allen Investment Management held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2026 at 4,488 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Allen Investment Management first reported a position in VUSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $908K in Q2 2022. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Allen Investment Management held 4,488 shares of Vanguard Ultra-Short Bond ETF worth $223K as of Q2 2026.
Allen Investment Management left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2026.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Allen Investment Management's portfolio in Q2 2026, its #220 holding.
Allen Investment Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and has held it in 17 quarters since.
Allen Investment Management's Vanguard Ultra-Short Bond ETF position peaked at $908K in Q2 2022.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.