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Blom & Howell Financial Planning’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Blom & Howell Financial Planning’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 		$9.96M Sell
199,993
-53,184
-21% -$2.64M 8.29% 3
2026
Q1 		$12.6M Sell
253,177
-27,918
-10% -$1.39M 12.38% 1
2025
Q4 		$14M Buy
+281,095
New +$14M 13.92% 1

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

Blom & Howell Financial Planning's VUSB Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 21% in Q2 2026, selling an estimated $2.64M and leaving 199,993 shares worth $9.96M. The position accounts for 8.29% of the portfolio, ranked #3.

Blom & Howell Financial Planning first reported a position in VUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $14M in Q4 2025. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Blom & Howell Financial Planning held 199,993 shares of Vanguard Ultra-Short Bond ETF worth $9.96M as of Q2 2026.
  • Blom & Howell Financial Planning sold 53,184 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $2.64M.
  • Vanguard Ultra-Short Bond ETF made up 8.29% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #3 holding.
  • Blom & Howell Financial Planning first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Vanguard Ultra-Short Bond ETF position peaked at $14M in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.