Compass Financial Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Compass Financial 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 Q2	$19.9K	Buy	+400	New	+$19.9K	﹤0.01%	897

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Compass Financial Management's VUSB Position: Q2 2026 in Review

Compass Financial Management opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026: 400 shares worth $19.9K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings.

469 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Compass Financial Management held 400 shares of Vanguard Ultra-Short Bond ETF worth $19.9K as of Q2 2026.
Vanguard Ultra-Short Bond ETF was a new Compass Financial Management position in Q2 2026.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #897 holding.
469 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.