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Bartlett & Co Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bartlett & Co 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
Q1 		$600K Sell
12,085
-500
-4% -$24.9K 0.01% 321
2025
Q4 		$627K Hold
12,585
– – 0.01% 309
2025
Q3 		$629K Sell
12,585
-1,400
-10% -$69.8K 0.01% 307
2025
Q2 		$697K Hold
13,985
– – 0.01% 296
2025
Q1 		$697K Hold
13,985
– – 0.01% 290
2024
Q4 		$694K Sell
13,985
-4,900
-26% -$244K 0.01% 291
2024
Q3 		$943K Buy
18,885
+1,500
+9% +$74.5K 0.01% 263
2024
Q2 		$861K Sell
17,385
-4,640
-21% -$229K 0.01% 271
2024
Q1 		$1.09M Sell
22,025
-1,231
-5% -$60.9K 0.02% 258
2023
Q4 		$1.15M Sell
23,256
-1,669
-7% -$82.2K 0.02% 259
2023
Q3 		$1.23M Sell
24,925
-840
-3% -$41.3K 0.02% 240
2023
Q2 		$1.27M Sell
25,765
-1,220
-5% -$60K 0.02% 246
2023
Q1 		$1.33M Sell
26,985
-1,980
-7% -$97.2K 0.03% 205
2022
Q4 		$1.42M Sell
28,965
-605
-2% -$29.6K 0.03% 200
2022
Q3 		$1.45M Sell
29,570
-880
-3% -$43.3K 0.03% 193
2022
Q2 		$1.5M Sell
30,450
-1,700
-5% -$83.8K 0.03% 187
2022
Q1 		$1.59M Buy
32,150
+2,825
+10% +$140K 0.03% 192
2021
Q4 		$1.46M Buy
29,325
+6,150
+27% +$308K 0.02% 202
2021
Q3 		$1.16M Buy
23,175
+9,100
+65% +$456K 0.02% 198
2021
Q2 		$705K Buy
+14,075
New +$705K 0.01% 229

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Bartlett & Co Wealth Management's VUSB Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 4% in Q1 2026, selling an estimated $24.9K and leaving 12,085 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #321.

Bartlett & Co Wealth Management first reported a position in VUSB in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.59M in Q1 2022. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Bartlett & Co Wealth Management held 12,085 shares of Vanguard Ultra-Short Bond ETF worth $600K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 500 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $24.9K.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #321 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Bartlett & Co Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $1.59M in Q1 2022.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.