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

Alpine Bank 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 Q1	$1.41M	Sell	28,365 -43,478	-61%	-$2.17M	0.21%	68
2025 Q4	$3.58M	Sell	71,843 -446,202	-86%	-$22.3M	0.51%	33
2025 Q3	$25.9M	Sell	518,045 -735,533	-59%	-$36.7M	3.65%	8
2025 Q2	$62.5M	Buy	1,253,578 +463,934	+59%	+$23M	9.45%	3
2025 Q1	$39.4M	Buy	+789,644	New	+$39.3M	6.32%	6

Other funds holding VUSB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Alpine Bank Wealth Management's VUSB Position: Q1 2026 in Review

Alpine Bank Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 61% in Q1 2026, selling an estimated $2.17M and leaving 28,365 shares worth $1.41M. The position accounts for 0.21% of the portfolio, ranked #68.

Alpine Bank Wealth Management first reported a position in VUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $62.5M in Q2 2025. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

Alpine Bank Wealth Management held 28,365 shares of Vanguard Ultra-Short Bond ETF worth $1.41M as of Q1 2026.
Alpine Bank Wealth Management sold 43,478 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $2.17M.
Vanguard Ultra-Short Bond ETF made up 0.21% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #68 holding.
Alpine Bank Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 5 quarters since.
Alpine Bank Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $62.5M in Q2 2025.
470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.