Clearwater Capital Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Clearwater Capital Advisors’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	$1.98M	Sell	39,852 -2,585	-6%	-$129K	0.15%	52
2026 Q1	$2.11M	Sell	42,437 -1,693	-4%	-$84.4K	0.17%	49
2025 Q4	$2.2M	Buy	44,130 +4,382	+11%	+$219K	0.18%	51
2025 Q3	$1.99M	Buy	39,748 +3,425	+9%	+$171K	0.17%	55
2025 Q2	$1.81M	Buy	36,323 +2,015	+6%	+$100K	0.17%	53
2025 Q1	$1.71M	Buy	34,308 +2,362	+7%	+$117K	0.17%	60
2024 Q4	$1.59M	Buy	31,946 +5,361	+20%	+$266K	0.16%	62
2024 Q3	$1.33M	Buy	26,585 +2,321	+10%	+$115K	0.13%	69
2024 Q2	$1.2M	Buy	24,264 +17,400	+253%	+$860K	0.13%	69
2024 Q1	$340K	Buy	+6,864	New	+$340K	0.04%	123

Other funds holding VUSB

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

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

Clearwater Capital Advisors's VUSB Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 6.1% in Q2 2026, selling an estimated $129K and leaving 39,852 shares worth $1.98M. The position accounts for 0.15% of the portfolio, ranked #52.

Clearwater Capital Advisors first reported a position in VUSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.2M in Q4 2025. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Clearwater Capital Advisors held 39,852 shares of Vanguard Ultra-Short Bond ETF worth $1.98M as of Q2 2026.
Clearwater Capital Advisors sold 2,585 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $129K.
Vanguard Ultra-Short Bond ETF made up 0.15% of Clearwater Capital Advisors's portfolio in Q2 2026, its #52 holding.
Clearwater Capital Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2024 and has held it in 10 quarters since.
Clearwater Capital Advisors's Vanguard Ultra-Short Bond ETF position peaked at $2.2M in Q4 2025.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.