Avidian Wealth Enterprises
VUSB icon

Avidian Wealth Enterprises’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Avidian Wealth Enterprises’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 		$1.02M Sell
20,516
-34,510
-63% -$1.71M 0.03% 330
2026
Q2 		$2.74M Buy
55,026
+3,652
+7% +$182K 0.08% 166
2026
Q1 		$2.56M Buy
51,374
+2,898
+6% +$145K 0.08% 159
2025
Q4 		$2.42M Sell
48,476
-7,177
-13% -$358K 0.09% 122
2025
Q3 		$2.78M Buy
55,653
+8,701
+19% +$434K 0.1% 109
2025
Q2 		$2.34M Sell
46,952
-13,849
-23% -$688K 0.1% 111
2025
Q1 		$3.03M Sell
60,801
-5,153
-8% -$256K 0.13% 94
2024
Q4 		$3.27M Buy
65,954
+29,827
+83% +$1.48M 0.15% 91
2024
Q3 		$1.8M Sell
36,127
-28,022
-44% -$1.39M 0.08% 131
2024
Q2 		$3.18M Buy
64,149
+14,262
+29% +$705K 0.13% 90
2024
Q1 		$2.47M Buy
49,887
+2,079
+4% +$103K 0.12% 99
2023
Q4 		$2.36M Sell
47,808
-1,329
-3% -$65.4K 0.15% 96
2023
Q3 		$2.42M Buy
49,137
+391
+0.8% +$19.2K 0.17% 91
2023
Q2 		$2.4M Buy
48,746
+36,713
+305% +$1.8M 0.16% 102
2023
Q1 		$593K Buy
12,033
+7,120
+145% +$350K 0.03% 268
2022
Q4 		$241K Buy
+4,913
New +$240K 0.02% 401
2022
Q2 		– Sell
-16,311
Closed -$806K – 507
2022
Q1 		$806K Buy
+16,311
New +$810K 0.05% 225

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

Avidian Wealth Enterprises's VUSB Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 63% in Q3 2026, selling an estimated $1.71M and leaving 20,516 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #330.

Avidian Wealth Enterprises first reported a position in VUSB in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.27M in Q4 2024. 123 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • Avidian Wealth Enterprises held 20,516 shares of Vanguard Ultra-Short Bond ETF worth $1.02M as of Q3 2026.
  • Avidian Wealth Enterprises sold 34,510 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $1.71M.
  • Vanguard Ultra-Short Bond ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #330 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Avidian Wealth Enterprises's Vanguard Ultra-Short Bond ETF position peaked at $3.27M in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.