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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
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 $1.56T 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 $8.74B AUM 14.62% 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

Capital Analysts LLC's VUSB Position: Q1 2026 in Review

Capital Analysts LLC reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 12% in Q1 2026, selling an estimated $736K and leaving 112,231 shares worth $5.59M. The position accounts for 0.15% of the portfolio, ranked #124.

Capital Analysts LLC first reported a position in VUSB in Q3 2022 and has held it in 15 quarters since. The position peaked at $21.2M in Q4 2023. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Capital Analysts LLC held 112,231 shares of Vanguard Ultra-Short Bond ETF worth $5.59M as of Q1 2026.
  • Capital Analysts LLC sold 14,755 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $736K.
  • Vanguard Ultra-Short Bond ETF made up 0.15% of Capital Analysts LLC's portfolio in Q1 2026, its #124 holding.
  • Capital Analysts LLC first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Capital Analysts LLC's Vanguard Ultra-Short Bond ETF position peaked at $21.2M in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.