Chesley Taft & Associates
VUSB icon

Chesley Taft & Associates’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Chesley Taft & Associates’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
Q3 		$3.64M Buy
73,465
+4,632
+7% +$230K 0.14% 117
2026
Q2 		$3.43M Buy
68,833
+2,903
+4% +$144K 0.13% 124
2026
Q1 		$3.28M Sell
65,930
-1,408
-2% -$70.2K 0.14% 123
2025
Q4 		$3.36M Buy
67,338
+4,706
+8% +$235K 0.13% 122
2025
Q3 		$3.13M Buy
62,632
+3,043
+5% +$152K 0.13% 122
2025
Q2 		$2.97M Sell
59,589
-1,766
-3% -$87.7K 0.13% 120
2025
Q1 		$3.06M Buy
61,355
+2,189
+4% +$109K 0.15% 115
2024
Q4 		$2.94M Buy
59,166
+2,357
+4% +$117K 0.14% 116
2024
Q3 		$2.84M Buy
56,809
+6,923
+14% +$344K 0.14% 115
2024
Q2 		$2.47M Buy
49,886
+3,281
+7% +$162K 0.12% 121
2024
Q1 		$2.31M Buy
46,605
+1,993
+4% +$98.6K 0.12% 126
2023
Q4 		$2.21M Buy
44,612
+38
+0.1% +$1.87K 0.12% 130
2023
Q3 		$2.19M Buy
44,574
+1,610
+4% +$79.1K 0.14% 121
2023
Q2 		$2.11M Buy
42,964
+6,285
+17% +$309K 0.13% 127
2023
Q1 		$1.81M Buy
+36,679
New +$1.8M 0.12% 138

Other funds holding VUSB

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Fonville Wealth Management
Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Chesley Taft & Associates's VUSB Position: Q3 2026 in Review

Chesley Taft & Associates increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 6.7% in Q3 2026, buying an estimated $230K and bringing the position to 73,465 shares worth $3.64M. The position accounts for 0.14% of the portfolio, ranked #117.

Chesley Taft & Associates first reported a position in VUSB in Q1 2023 and has held it in 15 quarters since. 221 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • Chesley Taft & Associates held 73,465 shares of Vanguard Ultra-Short Bond ETF worth $3.64M as of Q3 2026.
  • Chesley Taft & Associates bought 4,632 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $230K.
  • Vanguard Ultra-Short Bond ETF made up 0.14% of Chesley Taft & Associates's portfolio in Q3 2026, its #117 holding.
  • Chesley Taft & Associates first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • 221 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.