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Cassaday & Co Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Cassaday & Co Wealth Management’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 		$32.2K Hold
647
– – ﹤0.01% 702
2026
Q1 		$32.2K Buy
+647
New +$32.3K ﹤0.01% 703

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 $103B AUM 28.65% 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

Cassaday & Co Wealth Management's VUSB Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2026 at 647 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Cassaday & Co Wealth Management first reported a position in VUSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $32.2K in Q1 2026. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Cassaday & Co Wealth Management held 647 shares of Vanguard Ultra-Short Bond ETF worth $32.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2026.
  • Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #702 holding.
  • Cassaday & Co Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $32.2K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.