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Colony Family Offices’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Colony Family Offices’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 		$12.8M Buy
257,677
+21,095
+9% +$1.05M 2.82% 9
2026
Q1 		$11.8M Sell
236,582
-13,110
-5% -$654K 2.9% 9
2025
Q4 		$12.4M Buy
249,692
+18,061
+8% +$901K 3.11% 9
2025
Q3 		$11.6M Sell
231,631
-32,369
-12% -$1.61M 3% 9
2025
Q2 		$13.2M Sell
264,000
-38,379
-13% -$1.91M 3.4% 9
2025
Q1 		$15.1M Sell
302,379
-9,920
-3% -$493K 4.7% 8
2024
Q4 		$15.5M Sell
312,299
-50,712
-14% -$2.52M 4.87% 5
2024
Q3 		$18.1M Sell
363,011
-459,843
-56% -$22.8M 5.63% 5
2024
Q2 		$40.7M Sell
822,854
-30,946
-4% -$1.53M 13.08% 3
2024
Q1 		$42.3M Sell
853,800
-12,288
-1% -$608K 13.69% 2
2023
Q4 		$42.8M Buy
866,088
+9,138
+1% +$450K 14.81% 2
2023
Q3 		$42.2M Buy
856,950
+41,722
+5% +$2.05M 17.99% 2
2023
Q2 		$40.1M Buy
815,228
+532,677
+189% +$26.2M 16.9% 2
2023
Q1 		$13.9M Sell
282,551
-9,703
-3% -$477K 5.33% 5
2022
Q4 		$14.3M Buy
292,254
+173,739
+147% +$8.5M 5.96% 5
2022
Q3 		$5.8M Buy
+118,515
New +$5.83M 2.51% 10

Other funds holding VUSB

JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
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
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Colony Family Offices's VUSB Position: Q2 2026 in Review

Colony Family Offices increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 8.9% in Q2 2026, buying an estimated $1.05M and bringing the position to 257,677 shares worth $12.8M. The position accounts for 2.82% of the portfolio, ranked #9.

Colony Family Offices first reported a position in VUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $42.8M in Q4 2023. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Colony Family Offices held 257,677 shares of Vanguard Ultra-Short Bond ETF worth $12.8M as of Q2 2026.
  • Colony Family Offices bought 21,095 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $1.05M.
  • Vanguard Ultra-Short Bond ETF made up 2.82% of Colony Family Offices's portfolio in Q2 2026, its #9 holding.
  • Colony Family Offices first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Colony Family Offices's Vanguard Ultra-Short Bond ETF position peaked at $42.8M in Q4 2023.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.