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

Beaird Harris 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	$507K	Hold	10,191	–	–	0.03%	93
2026 Q1	$507K	Hold	10,191	–	–	0.03%	92
2025 Q4	$508K	Hold	10,191	–	–	0.04%	89
2025 Q3	$510K	Hold	10,191	–	–	0.04%	92
2025 Q2	$508K	Hold	10,191	–	–	0.04%	90
2025 Q1	$508K	Hold	10,191	–	–	0.04%	80
2024 Q4	$506K	Buy	10,191 +400	+4%	+$19.9K	0.04%	85
2024 Q3	$489K	Hold	9,791	–	–	0.04%	91
2024 Q2	$485K	Hold	9,791	–	–	0.05%	77
2024 Q1	$485K	Hold	9,791	–	–	0.05%	73
2023 Q4	$484K	Buy	+9,791	New	+$482K	0.05%	67
2022 Q1	–	Sell	-4,325	Closed	-$216K	–	738
2021 Q4	$216K	Buy	+4,325	New	+$216K	0.08%	114

Other funds holding VUSB

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

ECML

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

MFA

McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPAS

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Beaird Harris Wealth Management's VUSB Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2026 at 10,191 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #93.

Beaird Harris Wealth Management first reported a position in VUSB in Q4 2021 and has held it in 12 quarters since. The position peaked at $510K in Q3 2025. 86 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Beaird Harris Wealth Management held 10,191 shares of Vanguard Ultra-Short Bond ETF worth $507K as of Q2 2026.
Beaird Harris Wealth Management left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2026.
Vanguard Ultra-Short Bond ETF made up 0.03% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #93 holding.
Beaird Harris Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 12 quarters since.
Beaird Harris Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $510K in Q3 2025.
86 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.