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Burton Enright Welch’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Burton Enright Welch’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 		$422K Sell
8,475
-272
-3% -$13.5K 0.05% 105
2026
Q1 		$435K Buy
8,747
+86
+1% +$4.29K 0.06% 96
2025
Q4 		$432K Buy
8,661
+2,053
+31% +$102K 0.06% 97
2025
Q3 		$330K Sell
6,608
-84
-1% -$4.19K 0.05% 107
2025
Q2 		$334K Buy
6,692
+283
+4% +$14.1K 0.06% 97
2025
Q1 		$320K Sell
6,409
-110
-2% -$5.47K 0.07% 83
2024
Q4 		$323K Buy
6,519
+160
+3% +$7.95K 0.07% 78
2024
Q3 		$318K Sell
6,359
-2,699
-30% -$134K 0.07% 75
2024
Q2 		$449K Buy
9,058
+87
+1% +$4.3K 0.1% 65
2024
Q1 		$445K Sell
8,971
-4,258
-32% -$211K 0.11% 61
2023
Q4 		$654K Buy
13,229
+652
+5% +$32.1K 0.17% 47
2023
Q3 		$619K Sell
12,577
-274
-2% -$13.5K 0.19% 40
2023
Q2 		$632K Buy
12,851
+356
+3% +$17.5K 0.2% 39
2023
Q1 		$615K Buy
12,495
+1,956
+19% +$96.1K 0.23% 37
2022
Q4 		$516K Buy
10,539
+4,149
+65% +$203K 0.21% 39
2022
Q3 		$313K Buy
6,390
+24
+0.4% +$1.18K 0.16% 47
2022
Q2 		$313K Sell
6,366
-2,025
-24% -$99.8K 0.19% 48
2022
Q1 		$414K Buy
8,391
+6
+0.1% +$298 0.23% 42
2021
Q4 		$419K Buy
+8,385
New +$419K 0.28% 39

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

Burton Enright Welch's VUSB Position: Q2 2026 in Review

Burton Enright Welch reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.1% in Q2 2026, selling an estimated $13.5K and leaving 8,475 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #105.

Burton Enright Welch first reported a position in VUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $654K in Q4 2023. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Burton Enright Welch held 8,475 shares of Vanguard Ultra-Short Bond ETF worth $422K as of Q2 2026.
  • Burton Enright Welch sold 272 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $13.5K.
  • Vanguard Ultra-Short Bond ETF made up 0.05% of Burton Enright Welch's portfolio in Q2 2026, its #105 holding.
  • Burton Enright Welch first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's Vanguard Ultra-Short Bond ETF position peaked at $654K in Q4 2023.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.