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

Coyle Financial Counsel’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 Q3	$19.9M	Buy	401,478 +22,555	+6%	+$1.12M	3.66%	9
2026 Q2	$18.9M	Buy	378,923 +9,011	+2%	+$448K	3.44%	9
2026 Q1	$18.4M	Buy	369,912 +7,948	+2%	+$396K	3.9%	9
2025 Q4	$18M	Buy	361,964 +16,059	+5%	+$801K	3.86%	9
2025 Q3	$17.3M	Buy	345,905 +59,580	+21%	+$2.97M	3.99%	9
2025 Q2	$14.3M	Buy	286,325 +22,883	+9%	+$1.14M	3.82%	8
2025 Q1	$13.1M	Buy	263,442 +11,695	+5%	+$582K	4.01%	8
2024 Q4	$12.5M	Buy	251,747 +19,241	+8%	+$956K	3.95%	8
2024 Q3	$11.5M	Buy	232,506 +6,267	+3%	+$311K	4.02%	7
2024 Q2	$11.2M	Hold	226,239	–	–	4.01%	7
2024 Q1	$11.2M	Buy	226,239 +14,275	+7%	+$706K	4.01%	7
2023 Q4	$10.5M	Sell	211,964 -2,496	-1%	-$123K	4.03%	7
2023 Q3	$10.5M	Buy	+214,460	New	+$10.5M	4.42%	7

Other funds holding VUSB

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Coyle Financial Counsel's VUSB Position: Q3 2026 in Review

Coyle Financial Counsel increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 6% in Q3 2026, buying an estimated $1.12M and bringing the position to 401,478 shares worth $19.9M. The position accounts for 3.66% of the portfolio, ranked #9.

Coyle Financial Counsel first reported a position in VUSB in Q3 2023 and has held it in 13 quarters since. 226 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Coyle Financial Counsel held 401,478 shares of Vanguard Ultra-Short Bond ETF worth $19.9M as of Q3 2026.
Coyle Financial Counsel bought 22,555 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $1.12M.
Vanguard Ultra-Short Bond ETF made up 3.66% of Coyle Financial Counsel's portfolio in Q3 2026, its #9 holding.
Coyle Financial Counsel first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and has held it in 13 quarters since.
226 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Coyle Financial Counsel's 13F filing for Q3 2026, filed 28 Oct 2026.