Core Wealth Advisors (Florida)’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Core Wealth Advisors (Florida)’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	$1.06M	Buy	21,345 +6	+0%	+$298	0.21%	45
2026 Q1	$1.06M	Sell	21,339 -1	-0%	-$50	0.25%	42
2025 Q4	$1.06M	Buy	21,340 +143	+0.7%	+$7.13K	0.28%	34
2025 Q3	$1.06M	Buy	21,197 +6	+0%	+$299	0.28%	33
2025 Q2	$1.06M	Buy	21,191 +3,525	+20%	+$175K	0.3%	30
2025 Q1	$881K	Buy	17,666 +381	+2%	+$18.9K	0.28%	34
2024 Q4	$858K	Buy	17,285 +2,010	+13%	+$99.9K	0.28%	32
2024 Q3	$763K	Hold	15,275	–	–	0.24%	34
2024 Q2	$756K	Buy	15,275 +1,540	+11%	+$76.1K	0.26%	34
2024 Q1	$681K	Hold	13,735	–	–	0.23%	31
2023 Q4	$679K	Buy	13,735 +57	+0.4%	+$2.81K	0.25%	29
2023 Q3	$673K	Buy	13,678 +1,016	+8%	+$49.9K	0.28%	30
2023 Q2	$622K	Buy	12,662 +3,240	+34%	+$159K	0.25%	28
2023 Q1	$464K	Buy	9,422 +8,412	+833%	+$413K	0.19%	33
2022 Q4	$49.5K	Buy	+1,010	New	+$49.4K	0.02%	80

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Core Wealth Advisors (Florida)'s VUSB Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.03% in Q2 2026, buying an estimated $298 and bringing the position to 21,345 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #45.

Core Wealth Advisors (Florida) first reported a position in VUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q4 2025. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Core Wealth Advisors (Florida) held 21,345 shares of Vanguard Ultra-Short Bond ETF worth $1.06M as of Q2 2026.
Core Wealth Advisors (Florida) bought 6 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $298.
Vanguard Ultra-Short Bond ETF made up 0.21% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #45 holding.
Core Wealth Advisors (Florida) first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 15 quarters since.
Core Wealth Advisors (Florida)'s Vanguard Ultra-Short Bond ETF position peaked at $1.06M in Q4 2025.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.