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Charter Oak Capital Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Charter Oak Capital 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
Q1 		$43.5M Buy
872,856
+294,373
+51% +$14.7M 3.37% 7
2025
Q4 		$28.8M Buy
578,483
+571,471
+8,150% +$28.5M 2.2% 10
2025
Q3 		$351K Buy
+7,012
New +$349K 0.03% 154

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

Charter Oak Capital Management's VUSB Position: Q1 2026 in Review

Charter Oak Capital Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 51% in Q1 2026, buying an estimated $14.7M and bringing the position to 872,856 shares worth $43.5M. The position accounts for 3.37% of the portfolio, ranked #7.

Charter Oak Capital Management first reported a position in VUSB in Q3 2025 and has held it in 3 quarters since. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Charter Oak Capital Management held 872,856 shares of Vanguard Ultra-Short Bond ETF worth $43.5M as of Q1 2026.
  • Charter Oak Capital Management bought 294,373 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $14.7M.
  • Vanguard Ultra-Short Bond ETF made up 3.37% of Charter Oak Capital Management's portfolio in Q1 2026, its #7 holding.
  • Charter Oak Capital Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.