Beaumont Asset Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Beaumont Asset 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	$6.62M	Buy	132,982 +4,101	+3%	+$204K	2.57%	8
2026 Q1	$6.42M	Buy	+128,881	New	+$6.43M	2.89%	6
2023 Q3	–	Sell	-57,913	Closed	-$2.85M	–	71
2023 Q2	$2.85M	Buy	+57,913	New	+$2.85M	2.16%	9

Other funds holding VUSB

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

Beaumont Asset Management's VUSB Position: Q2 2026 in Review

Beaumont Asset Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.2% in Q2 2026, buying an estimated $204K and bringing the position to 132,982 shares worth $6.62M. The position accounts for 2.57% of the portfolio, ranked #8.

Beaumont Asset Management first reported a position in VUSB in Q2 2023 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Beaumont Asset Management held 132,982 shares of Vanguard Ultra-Short Bond ETF worth $6.62M as of Q2 2026.
Beaumont Asset Management bought 4,101 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $204K.
Vanguard Ultra-Short Bond ETF made up 2.57% of Beaumont Asset Management's portfolio in Q2 2026, its #8 holding.
Beaumont Asset Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2023 and has held it in 3 quarters since.
129 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.