Apella Capital
VUSB icon

Apella Capital’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Apella Capital’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 		$7.71M Buy
155,785
+876
+0.6% +$43.5K 0.1% 147
2026
Q2 		$7.69M Sell
154,909
-699
-0.4% -$34.8K 0.11% 133
2026
Q1 		$7.75M Sell
155,608
-3,665
-2% -$183K 0.12% 132
2025
Q4 		$7.94M Sell
159,273
-21,598
-12% -$1.08M 0.16% 107
2025
Q3 		$9.03M Buy
180,871
+15,411
+9% +$768K 0.2% 91
2025
Q2 		$8.22M Sell
165,460
-8,366
-5% -$416K 0.22% 84
2025
Q1 		$8.62M Buy
173,826
+5,602
+3% +$279K 0.3% 69
2024
Q4 		$8.35M Buy
168,224
+54,467
+48% +$2.71M 0.32% 55
2024
Q3 		$5.66M Buy
113,757
+9,960
+10% +$495K 0.23% 60
2024
Q2 		$5.13M Buy
103,797
+84,344
+434% +$4.17M 0.23% 64
2024
Q1 		$961K Sell
19,453
-2,426
-11% -$120K 0.05% 139
2023
Q4 		$1.08M Buy
21,879
+217
+1% +$10.7K 0.06% 131
2023
Q3 		$1.07M Sell
21,662
-731
-3% -$35.9K 0.08% 112
2023
Q2 		$1.1M Buy
+22,393
New +$1.1M 0.08% 109
2022
Q4 		$1.18M Sell
23,981
-23,038
-49% -$1.13M 0.11% 98
2022
Q3 		$2.3M Buy
47,019
+7,429
+19% +$365K 0.27% 63
2022
Q2 		$1.95M Buy
+39,590
New +$1.95M 0.23% 64
2022
Q1 		– Sell
-20,013
Closed -$1M – 226
2021
Q4 		$1M Buy
+20,013
New +$1M 0.13% 90

Other funds holding VUSB

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
McClarren Financial Advisors
McClarren Financial Advisors State College, Pennsylvania $198M AUM 12.9% 1-Year Est. Return
Eagle Capital Management (Louisiana)
Eagle Capital Management (Louisiana) Mandeville, Louisiana $292M AUM 26.84% 1-Year Est. Return

Apella Capital's VUSB Position: Q3 2026 in Review

Apella Capital increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.57% in Q3 2026, buying an estimated $43.5K and bringing the position to 155,785 shares worth $7.71M. The position accounts for 0.1% of the portfolio, ranked #147.

Apella Capital first reported a position in VUSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.03M in Q3 2025. 123 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • Apella Capital held 155,785 shares of Vanguard Ultra-Short Bond ETF worth $7.71M as of Q3 2026.
  • Apella Capital bought 876 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $43.5K.
  • Vanguard Ultra-Short Bond ETF made up 0.1% of Apella Capital's portfolio in Q3 2026, its #147 holding.
  • Apella Capital first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Apella Capital's Vanguard Ultra-Short Bond ETF position peaked at $9.03M in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.