Approach Retirement Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Approach Retirement Advisors’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	$3.07M	Buy	61,896 +3,907	+7%	+$194K	2.27%	10
2026 Q2	$2.89M	Buy	57,989 +9,291	+19%	+$462K	2.1%	10
2026 Q1	$2.42M	Buy	48,698 +6,809	+16%	+$340K	2.02%	11
2025 Q4	$2.09M	Buy	+41,889	New	+$2.09M	1.8%	15

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

Approach Retirement Advisors's VUSB Position: Q3 2026 in Review

Approach Retirement Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 6.7% in Q3 2026, buying an estimated $194K and bringing the position to 61,896 shares worth $3.07M. The position accounts for 2.27% of the portfolio, ranked #10.

Approach Retirement Advisors first reported a position in VUSB in Q4 2025 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Approach Retirement Advisors held 61,896 shares of Vanguard Ultra-Short Bond ETF worth $3.07M as of Q3 2026.
Approach Retirement Advisors bought 3,907 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $194K.
Vanguard Ultra-Short Bond ETF made up 2.27% of Approach Retirement Advisors's portfolio in Q3 2026, its #10 holding.
Approach Retirement Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2025 and has held it in 4 quarters since.
313 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Approach Retirement Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.