Beese Fulmer Investment Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Beese Fulmer Investment 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	$1.43M	Buy	28,800 +3,230	+13%	+$161K	0.08%	135
2026 Q1	$1.27M	Hold	25,570	–	–	0.08%	131
2025 Q4	$1.27M	Hold	25,570	–	–	0.08%	130
2025 Q3	$1.28M	Hold	25,570	–	–	0.09%	128
2025 Q2	$1.28M	Hold	25,570	–	–	0.1%	127
2025 Q1	$1.27M	Hold	25,570	–	–	0.11%	111
2024 Q4	$1.27M	Hold	25,570	–	–	0.11%	110
2024 Q3	$1.28M	Sell	25,570 -1,225	-5%	-$60.9K	0.11%	111
2024 Q2	$1.33M	Hold	26,795	–	–	0.12%	105
2024 Q1	$1.33M	Hold	26,795	–	–	0.12%	110
2023 Q4	$1.32M	Buy	26,795 +1,450	+6%	+$71.4K	0.14%	105
2023 Q3	$1.25M	Sell	25,345 -40	-0.2%	-$1.97K	0.14%	105
2023 Q2	$1.25M	Sell	25,385 -5,190	-17%	-$255K	0.14%	108
2023 Q1	$1.51M	Sell	30,575 -250	-0.8%	-$12.3K	0.17%	102
2022 Q4	$1.51M	Hold	30,825	–	–	0.18%	101
2022 Q3	$1.51M	Buy	30,825 +496	+2%	+$24.4K	0.2%	96
2022 Q2	$1.49M	Hold	30,329	–	–	0.19%	95
2022 Q1	$1.5M	Sell	30,329 -2,000	-6%	-$99.3K	0.16%	103
2021 Q4	$1.61M	Buy	32,329 +5,000	+18%	+$250K	0.17%	103
2021 Q3	$1.37M	Buy	+27,329	New	+$1.37M	0.15%	108

Other funds holding VUSB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTI

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

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Beese Fulmer Investment Management's VUSB Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 13% in Q2 2026, buying an estimated $161K and bringing the position to 28,800 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #135.

Beese Fulmer Investment Management first reported a position in VUSB in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.61M in Q4 2021. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Beese Fulmer Investment Management held 28,800 shares of Vanguard Ultra-Short Bond ETF worth $1.43M as of Q2 2026.
Beese Fulmer Investment Management bought 3,230 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $161K.
Vanguard Ultra-Short Bond ETF made up 0.08% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #135 holding.
Beese Fulmer Investment Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 20 quarters since.
Beese Fulmer Investment Management's Vanguard Ultra-Short Bond ETF position peaked at $1.61M in Q4 2021.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.