Concurrent Investment Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Concurrent Investment 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	$1.31M	Buy	26,217 +7,467	+40%	+$371K	0.01%	887
2026 Q1	$933K	Buy	18,750 +10,182	+119%	+$508K	0.01%	902
2025 Q4	$427K	Buy	8,568 +701	+9%	+$35K	﹤0.01%	1219
2025 Q3	$393K	Buy	+7,867	New	+$392K	0.01%	1029

Other funds holding VUSB

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

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

Concurrent Investment Advisors's VUSB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 40% in Q2 2026, buying an estimated $371K and bringing the position to 26,217 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #887.

Concurrent Investment Advisors first reported a position in VUSB in Q3 2025 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Concurrent Investment Advisors held 26,217 shares of Vanguard Ultra-Short Bond ETF worth $1.31M as of Q2 2026.
Concurrent Investment Advisors bought 7,467 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $371K.
Vanguard Ultra-Short Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #887 holding.
Concurrent Investment Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
251 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.