AWE
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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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Avidian Wealth Enterprises's VUSB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 7.1% in Q2 2026, buying an estimated $182K and bringing the position to 55,026 shares worth $2.74M. The position accounts for 0.08% of the portfolio, ranked #166.

Avidian Wealth Enterprises first reported a position in VUSB in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.27M in Q4 2024. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Avidian Wealth Enterprises held 55,026 shares of Vanguard Ultra-Short Bond ETF worth $2.74M as of Q2 2026.
  • Avidian Wealth Enterprises bought 3,652 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $182K.
  • Vanguard Ultra-Short Bond ETF made up 0.08% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #166 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Avidian Wealth Enterprises's Vanguard Ultra-Short Bond ETF position peaked at $3.27M in Q4 2024.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.