Capstone Triton Financial Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Capstone Triton Financial Group’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	–	Sell	-7,835	Closed	-$390K	–	119
2025 Q4	$390K	Sell	7,835 -8,104	-51%	-$404K	0.26%	73
2025 Q3	$797K	Hold	15,939	–	–	0.53%	63
2025 Q2	$795K	Buy	+15,939	New	+$792K	0.58%	61
2024 Q4	$801K	Buy	16,134 +95	+0.6%	+$4.72K	0.5%	67
2024 Q3	$801K	Hold	16,039	–	–	0.51%	66
2024 Q2	$794K	Sell	16,039 -4,495	-22%	-$222K	0.56%	60
2024 Q1	$1.02M	Hold	20,534	–	–	0.72%	50
2023 Q4	$1.02M	Sell	20,534 -702	-3%	-$34.6K	0.74%	46
2023 Q3	$1.04M	Hold	21,236	–	–	0.76%	44
2023 Q2	$1.04M	Hold	21,236	–	–	0.72%	52
2023 Q1	$1.05M	Sell	21,236 -1,638	-7%	-$80.4K	0.79%	48
2022 Q4	$1.12M	Sell	22,874 -1,816	-7%	-$88.8K	0.9%	41
2022 Q3	$1.21M	Buy	24,690 +1,000	+4%	+$49.2K	1.03%	35
2022 Q2	$1.17M	Hold	23,690	–	–	0.88%	41
2022 Q1	$1.17M	Buy	23,690 +1,751	+8%	+$87K	0.82%	38
2021 Q4	$1.1M	Buy	21,939 +4,386	+25%	+$219K	2.21%	8
2021 Q3	$879K	Buy	+17,553	New	+$880K	0.53%	48

Other funds holding VUSB

JP Morgan Chase New York $1.81T AUM 41.13% 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Capstone Triton Financial Group's VUSB Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2026, closing a stake of 7,835 shares — an estimated $390K sold.

Capstone Triton Financial Group first reported a position in VUSB in Q3 2021 and held it in 17 quarters. The position peaked at $1.21M in Q3 2022. 473 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

Capstone Triton Financial Group reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 7,835 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $390K.
Capstone Triton Financial Group first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and held it in 17 quarters.
Capstone Triton Financial Group's Vanguard Ultra-Short Bond ETF position peaked at $1.21M in Q3 2022.
473 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.