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Avior Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Avior Wealth Management’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 		$1.73M Buy
34,678
+1,202
+4% +$59.8K 0.05% 267
2026
Q1 		$1.67M Buy
33,476
+628
+2% +$31.3K 0.05% 271
2025
Q4 		$1.64M Buy
32,848
+1,927
+6% +$96.1K 0.05% 228
2025
Q3 		$1.55M Buy
30,921
+720
+2% +$35.9K 0.05% 225
2025
Q2 		$1.51M Buy
30,201
+1,343
+5% +$66.7K 0.05% 216
2025
Q1 		$1.44M Sell
28,858
-2,345
-8% -$117K 0.05% 213
2024
Q4 		$1.55M Buy
31,203
+27,127
+666% +$1.35M 0.06% 212
2024
Q3 		$204K Buy
4,076
+46
+1% +$2.29K 0.01% 685
2024
Q2 		$200K Buy
4,030
+3,706
+1,144% +$183K 0.01% 673
2024
Q1 		$16.1K Buy
324
+3
+0.9% +$148 ﹤0.01% 1698
2023
Q4 		$15.9K Buy
+321
New +$15.8K ﹤0.01% 918

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 $103B AUM 28.65% 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

Avior Wealth Management's VUSB Position: Q2 2026 in Review

Avior Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.6% in Q2 2026, buying an estimated $59.8K and bringing the position to 34,678 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #267.

Avior Wealth Management first reported a position in VUSB in Q4 2023 and has held it in 11 quarters since. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Avior Wealth Management held 34,678 shares of Vanguard Ultra-Short Bond ETF worth $1.73M as of Q2 2026.
  • Avior Wealth Management bought 1,202 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $59.8K.
  • Vanguard Ultra-Short Bond ETF made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Avior Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.