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Berger Financial Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Berger Financial Group’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
Q1 		– Sell
-9,074
Closed -$452K – 501
2025
Q4 		$452K Sell
9,074
-9
-0.1% -$449 0.03% 308
2025
Q3 		$454K Buy
+9,083
New +$453K 0.03% 298

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Berger Financial Group's VUSB Position: Q1 2026 in Review

Berger Financial Group sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2026, closing a stake of 9,074 shares — an estimated $452K sold.

Berger Financial Group first reported a position in VUSB in Q3 2025 and held it in 2 quarters. The position peaked at $454K in Q3 2025. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Berger Financial Group reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 9,074 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $452K.
  • Berger Financial Group first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and held it in 2 quarters.
  • Berger Financial Group's Vanguard Ultra-Short Bond ETF position peaked at $454K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.