CF
VUSB icon

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

Convergence Financial’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 		$4.61M Buy
92,682
+88,324
+2,027% +$4.4M 0.49% 40
2025
Q4 		$217K Buy
4,358
+245
+6% +$12.2K 0.03% 180
2025
Q3 		$206K Sell
4,113
-14,120
-77% -$704K 0.03% 184
2025
Q2 		$909K Sell
18,233
-25,100
-58% -$1.25M 0.16% 82
2025
Q1 		$2.16M Buy
43,333
+21,574
+99% +$1.07M 0.42% 39
2024
Q4 		$1.08M Buy
+21,759
New +$1.08M 0.22% 56
2024
Q2 		– Sell
-15,020
Closed -$744K – 151
2024
Q1 		$744K Buy
15,020
+6,655
+80% +$329K 0.31% 24
2023
Q4 		$414K Sell
8,365
-18,518
-69% -$912K 0.18% 27
2023
Q3 		$1.32M Buy
+26,883
New +$1.32M 0.79% 14

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return