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 Q3	$5.81M	Sell	117,305 -15,677	-12%	-$778K	2.01%	12
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Beaumont Asset Management's VUSB Position: Q3 2026 in Review

Beaumont Asset Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 12% in Q3 2026, selling an estimated $778K and leaving 117,305 shares worth $5.81M. The position accounts for 2.01% of the portfolio, ranked #12.

Beaumont Asset Management first reported a position in VUSB in Q2 2023 and has held it in 4 quarters since. The position peaked at $6.62M in Q2 2026. 151 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Beaumont Asset Management held 117,305 shares of Vanguard Ultra-Short Bond ETF worth $5.81M as of Q3 2026.
Beaumont Asset Management sold 15,677 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $778K.
Vanguard Ultra-Short Bond ETF made up 2.01% of Beaumont Asset Management's portfolio in Q3 2026, its #12 holding.
Beaumont Asset Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2023 and has held it in 4 quarters since.
Beaumont Asset Management's Vanguard Ultra-Short Bond ETF position peaked at $6.62M in Q2 2026.
151 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Beaumont Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.