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 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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Badgley Phelps Wealth Managers's VUSB Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 14% in Q2 2026, buying an estimated $36.2K and bringing the position to 5,915 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #291.

Badgley Phelps Wealth Managers first reported a position in VUSB in Q2 2025 and has held it in 5 quarters since. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Badgley Phelps Wealth Managers held 5,915 shares of Vanguard Ultra-Short Bond ETF worth $294K as of Q2 2026.
Badgley Phelps Wealth Managers bought 729 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $36.2K.
Vanguard Ultra-Short Bond ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #291 holding.
Badgley Phelps Wealth Managers first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2025 and has held it in 5 quarters since.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.