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Capital Analysts LLC’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Capital Analysts LLC’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 		$5.48M Sell
110,161
-2,070
-2% -$103K 0.13% 139
2026
Q1 		$5.59M Sell
112,231
-14,755
-12% -$736K 0.15% 124
2025
Q4 		$6.33M Sell
126,986
-16,511
-12% -$823K 0.18% 113
2025
Q3 		$7.17M Sell
143,497
-17,886
-11% -$891K 0.21% 99
2025
Q2 		$8.05M Sell
161,383
-2,557
-2% -$127K 0.27% 82
2025
Q1 		$8.17M Sell
163,940
-91,570
-36% -$4.55M 0.3% 73
2024
Q4 		$12.7M Sell
255,510
-112,750
-31% -$5.6M 0.51% 41
2024
Q3 		$18.4M Sell
368,260
-22,350
-6% -$1.11M 0.75% 23
2024
Q2 		$19.3M Sell
390,610
-30,201
-7% -$1.49M 0.86% 21
2024
Q1 		$20.9M Sell
420,811
-8,695
-2% -$430K 0.97% 18
2023
Q4 		$21.2M Buy
429,506
+126,278
+42% +$6.22M 1.07% 17
2023
Q3 		$14.9M Buy
303,228
+213,276
+237% +$10.5M 0.83% 21
2023
Q2 		$4.42M Buy
89,952
+13,480
+18% +$663K 0.25% 86
2023
Q1 		$3.77M Buy
76,472
+62,839
+461% +$3.09M 0.22% 98
2022
Q4 		$668K Buy
13,633
+10,474
+332% +$512K 0.04% 264
2022
Q3 		$155K Buy
+3,159
New +$155K 0.01% 385

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

Capital Analysts LLC's VUSB Position: Q2 2026 in Review

Capital Analysts LLC reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.8% in Q2 2026, selling an estimated $103K and leaving 110,161 shares worth $5.48M. The position accounts for 0.13% of the portfolio, ranked #139.

Capital Analysts LLC first reported a position in VUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $21.2M in Q4 2023. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Capital Analysts LLC held 110,161 shares of Vanguard Ultra-Short Bond ETF worth $5.48M as of Q2 2026.
  • Capital Analysts LLC sold 2,070 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $103K.
  • Vanguard Ultra-Short Bond ETF made up 0.13% of Capital Analysts LLC's portfolio in Q2 2026, its #139 holding.
  • Capital Analysts LLC first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Capital Analysts LLC's Vanguard Ultra-Short Bond ETF position peaked at $21.2M in Q4 2023.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.