Castleview Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Castleview Partners’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	$371K	Buy	7,449 +153	+2%	+$7.61K	0.16%	140
2026 Q1	$363K	Buy	7,296 +534	+8%	+$26.6K	0.19%	122
2025 Q4	$337K	Buy	6,762 +73	+1%	+$3.64K	0.17%	128
2025 Q3	$334K	Sell	6,689 -41	-0.6%	-$2.04K	0.18%	117
2025 Q2	$336K	Sell	6,730 -10	-0.1%	-$497	0.22%	117
2025 Q1	$336K	Buy	+6,740	New	+$335K	0.23%	116

Other funds holding VUSB

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

ECML

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

MFA

McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

Castleview Partners's VUSB Position: Q2 2026 in Review

Castleview Partners increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 2.1% in Q2 2026, buying an estimated $7.61K and bringing the position to 7,449 shares worth $371K. The position accounts for 0.16% of the portfolio, ranked #140.

Castleview Partners first reported a position in VUSB in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Castleview Partners held 7,449 shares of Vanguard Ultra-Short Bond ETF worth $371K as of Q2 2026.
Castleview Partners bought 153 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $7.61K.
Vanguard Ultra-Short Bond ETF made up 0.16% of Castleview Partners's portfolio in Q2 2026, its #140 holding.
Castleview Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 6 quarters since.
93 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.