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 Q3	$1.8M	Buy	36,335 +3,311	+10%	+$164K	0.23%	62
2026 Q2	$1.64M	Buy	33,024 +4,659	+16%	+$232K	0.21%	71
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

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Alpine Bank Wealth Management's VUSB Position: Q3 2026 in Review

Alpine Bank Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 10% in Q3 2026, buying an estimated $164K and bringing the position to 36,335 shares worth $1.8M. The position accounts for 0.23% of the portfolio, ranked #62.

Alpine Bank Wealth Management first reported a position in VUSB in Q1 2025 and has held it in 7 quarters since. The position peaked at $62.5M in Q2 2025. 329 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Alpine Bank Wealth Management held 36,335 shares of Vanguard Ultra-Short Bond ETF worth $1.8M as of Q3 2026.
Alpine Bank Wealth Management bought 3,311 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $164K.
Vanguard Ultra-Short Bond ETF made up 0.23% of Alpine Bank Wealth Management's portfolio in Q3 2026, its #62 holding.
Alpine Bank Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 7 quarters since.
Alpine Bank Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $62.5M in Q2 2025.
329 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.