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Beacon Pointe Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Beacon Pointe Advisors’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 		$4.79M Buy
96,199
+7,503
+8% +$374K 0.03% 486
2025
Q4 		$4.42M Sell
88,696
-1,787
-2% -$89.1K 0.03% 420
2025
Q3 		$4.52M Buy
+90,483
New +$4.51M 0.04% 376
2024
Q4 		– Sell
-4,680
Closed -$234K – 1283
2024
Q3 		$234K Sell
4,680
-25
-0.5% -$1.24K ﹤0.01% 1107
2024
Q2 		$233K Sell
4,705
-3,037
-39% -$150K ﹤0.01% 1139
2024
Q1 		$384K Sell
7,742
-2,132
-22% -$106K ﹤0.01% 1014
2023
Q4 		$488K Buy
9,874
+4,595
+87% +$226K 0.01% 916
2023
Q3 		$260K Sell
5,279
-547
-9% -$26.9K ﹤0.01% 1131
2023
Q2 		$286K Sell
5,826
-2,090
-26% -$103K ﹤0.01% 897
2023
Q1 		$390K Buy
7,916
+142
+2% +$6.97K 0.01% 836
2022
Q4 		$381K Buy
7,774
+2,090
+37% +$102K 0.01% 785
2022
Q3 		$279K Buy
+5,684
New +$279K 0.01% 822
2022
Q2 		– Sell
-4,573
Closed -$226K – 1229
2022
Q1 		$226K Buy
+4,573
New +$227K ﹤0.01% 1084

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

Beacon Pointe Advisors's VUSB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 8.5% in Q1 2026, buying an estimated $374K and bringing the position to 96,199 shares worth $4.79M. The position accounts for 0.03% of the portfolio, ranked #486.

Beacon Pointe Advisors first reported a position in VUSB in Q1 2022 and has held it in 13 quarters since. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Beacon Pointe Advisors held 96,199 shares of Vanguard Ultra-Short Bond ETF worth $4.79M as of Q1 2026.
  • Beacon Pointe Advisors bought 7,503 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $374K.
  • Vanguard Ultra-Short Bond ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #486 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.