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BOK Financial Private Wealth’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

BOK Financial Private Wealth’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 		– Sell
-77
Closed -$3.83K – 812
2026
Q1 		$3.83K Hold
77
– – ﹤0.01% 380
2025
Q4 		$3.84K Buy
+77
New +$3.84K ﹤0.01% 421

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 $104B AUM 28.3% 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

BOK Financial Private Wealth's VUSB Position: Q2 2026 in Review

BOK Financial Private Wealth sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026, closing a stake of 77 shares — an estimated $3.83K sold.

BOK Financial Private Wealth first reported a position in VUSB in Q4 2025 and held it in 2 quarters. The position peaked at $3.84K in Q4 2025. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • BOK Financial Private Wealth reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 77 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $3.83K.
  • BOK Financial Private Wealth first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2025 and held it in 2 quarters.
  • BOK Financial Private Wealth's Vanguard Ultra-Short Bond ETF position peaked at $3.84K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.