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

Clune & 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
Q1 		– Sell
-4,076
Closed -$203K – 179
2025
Q4 		$203K Buy
4,076
+15
+0.4% +$748 0.04% 164
2025
Q3 		$203K Buy
+4,061
New +$202K 0.05% 158

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Clune & Associates's VUSB Position: Q1 2026 in Review

Clune & Associates sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2026, closing a stake of 4,076 shares — an estimated $203K sold.

Clune & Associates first reported a position in VUSB in Q3 2025 and held it in 2 quarters. The position peaked at $203K in Q4 2025. 475 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Clune & Associates reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Clune & Associates sold 4,076 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $203K.
  • Clune & Associates first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and held it in 2 quarters.
  • Clune & Associates's Vanguard Ultra-Short Bond ETF position peaked at $203K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Clune & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.