Badgley Phelps Wealth Managers’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Badgley Phelps Wealth Managers’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	$323K	Buy	6,512 +597	+10%	+$29.6K	0.01%	290
2026 Q2	$294K	Buy	5,915 +729	+14%	+$36.2K	0.01%	291
2026 Q1	$258K	Hold	5,186	–	–	0.01%	298
2025 Q4	$258K	Hold	5,186	–	–	﹤0.01%	293
2025 Q3	$259K	Hold	5,186	–	–	0.01%	272
2025 Q2	$259K	Buy	+5,186	New	+$258K	0.01%	271

Other funds holding VUSB

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

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 Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

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 Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

McClarren Financial Advisors State College, Pennsylvania $198M AUM 12.9% 1-Year Est. Return

Badgley Phelps Wealth Managers's VUSB Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 10% in Q3 2026, buying an estimated $29.6K and bringing the position to 6,512 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #290.

Badgley Phelps Wealth Managers first reported a position in VUSB in Q2 2025 and has held it in 6 quarters since. 138 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Badgley Phelps Wealth Managers held 6,512 shares of Vanguard Ultra-Short Bond ETF worth $323K as of Q3 2026.
Badgley Phelps Wealth Managers bought 597 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $29.6K.
Vanguard Ultra-Short Bond ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #290 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2025 and has held it in 6 quarters since.
138 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.