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

Belpointe 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 		$1.35M Sell
27,110
-41,842
-61% -$2.08M 0.04% 397
2026
Q1 		$3.43M Buy
68,952
+33,231
+93% +$1.66M 0.13% 145
2025
Q4 		$1.78M Buy
35,721
+8,281
+30% +$413K 0.06% 245
2025
Q3 		$1.37M Buy
27,440
+620
+2% +$30.9K 0.05% 319
2025
Q2 		$1.34M Sell
26,820
-6,459
-19% -$321K 0.06% 276
2025
Q1 		$1.66M Buy
33,279
+2,720
+9% +$135K 0.09% 218
2024
Q4 		$1.52M Buy
30,559
+4,998
+20% +$248K 0.09% 219
2024
Q3 		$1.28M Sell
25,561
-25,907
-50% -$1.29M 0.08% 253
2024
Q2 		$2.55M Buy
51,468
+29,789
+137% +$1.47M 0.18% 111
2024
Q1 		$1.07M Sell
21,679
-7,566
-26% -$374K 0.08% 243
2023
Q4 		$1.45M Sell
29,245
-13,971
-32% -$688K 0.13% 160
2023
Q3 		$2.13M Sell
43,216
-6,725
-13% -$330K 0.22% 90
2023
Q2 		$2.46M Sell
49,941
-26,963
-35% -$1.33M 0.26% 79
2023
Q1 		$3.79M Buy
76,904
+2,198
+3% +$108K 0.2% 90
2022
Q4 		$3.66M Sell
74,706
-10,972
-13% -$537K 0.22% 85
2022
Q3 		$4.19M Buy
85,678
+1,198
+1% +$58.9K 0.28% 67
2022
Q2 		$4.16M Buy
84,480
+45,847
+119% +$2.26M 0.28% 66
2022
Q1 		$1.91M Buy
38,633
+11,925
+45% +$592K 0.12% 182
2021
Q4 		$1.33M Buy
26,708
+10,915
+69% +$546K 0.08% 240
2021
Q3 		$792K Buy
15,793
+7,868
+99% +$394K 0.05% 372
2021
Q2 		$397K Buy
+7,925
New +$397K 0.03% 572

Other funds holding VUSB

JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
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
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

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

Belpointe Asset Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 61% in Q2 2026, selling an estimated $2.08M and leaving 27,110 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #397.

Belpointe Asset Management first reported a position in VUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.19M in Q3 2022. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Belpointe Asset Management held 27,110 shares of Vanguard Ultra-Short Bond ETF worth $1.35M as of Q2 2026.
  • Belpointe Asset Management sold 41,842 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $2.08M.
  • Vanguard Ultra-Short Bond ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #397 holding.
  • Belpointe Asset Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Belpointe Asset Management's Vanguard Ultra-Short Bond ETF position peaked at $4.19M in Q3 2022.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.