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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
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

DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return
CF
Calder Financial Downingtown, Pennsylvania $106M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Apella Capital's VUSB Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.45% in Q2 2026, selling an estimated $34.8K and leaving 154,909 shares worth $7.69M. The position accounts for 0.11% of the portfolio, ranked #133.

Apella Capital first reported a position in VUSB in Q4 2021 and has held it in 17 quarters since. The position peaked at $9.03M in Q3 2025. 86 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Apella Capital held 154,909 shares of Vanguard Ultra-Short Bond ETF worth $7.69M as of Q2 2026.
  • Apella Capital sold 699 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $34.8K.
  • Vanguard Ultra-Short Bond ETF made up 0.11% of Apella Capital's portfolio in Q2 2026, its #133 holding.
  • Apella Capital first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Apella Capital's Vanguard Ultra-Short Bond ETF position peaked at $9.03M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.