Creative Planning
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Creative Planning’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Creative Planning’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 		$3.16M Sell
63,408
-1,825
-3% -$91K ﹤0.01% 1538
2025
Q4 		$3.25M Sell
65,233
-12,097
-16% -$603K ﹤0.01% 1325
2025
Q3 		$3.87M Buy
77,330
+4,295
+6% +$214K ﹤0.01% 1032
2025
Q2 		$3.64M Buy
73,035
+12,365
+20% +$614K ﹤0.01% 924
2025
Q1 		$3.02M Sell
60,670
-2,885
-5% -$143K ﹤0.01% 929
2024
Q4 		$3.15M Buy
63,555
+2,701
+4% +$134K ﹤0.01% 875
2024
Q3 		$3.04M Sell
60,854
-5,216
-8% -$259K ﹤0.01% 856
2024
Q2 		$3.27M Sell
66,070
-10,454
-14% -$517K ﹤0.01% 787
2024
Q1 		$3.79M Sell
76,524
-17,492
-19% -$866K ﹤0.01% 704
2023
Q4 		$4.65M Sell
94,016
-20,154
-18% -$992K 0.01% 585
2023
Q3 		$5.62M Sell
114,170
-122,827
-52% -$6.03M 0.01% 493
2023
Q2 		$11.7M Sell
236,997
-60,135
-20% -$2.96M 0.02% 319
2023
Q1 		$14.6M Buy
297,132
+2,202
+0.7% +$108K 0.02% 261
2022
Q4 		$14.5M Sell
294,930
-118,836
-29% -$5.81M 0.02% 257
2022
Q3 		$20.3M Buy
413,766
+219,114
+113% +$10.8M 0.04% 186
2022
Q2 		$9.58M Buy
194,652
+124,584
+178% +$6.14M 0.02% 328
2022
Q1 		$3.46M Sell
70,068
-9,669
-12% -$480K 0.01% 549
2021
Q4 		$3.98M Sell
79,737
-13,165
-14% -$659K 0.01% 477
2021
Q3 		$4.66M Sell
92,902
-72,361
-44% -$3.63M 0.01% 431
2021
Q2 		$8.28M Buy
+165,263
New +$8.28M 0.01% 297

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $530B 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 $377B 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

Creative Planning's VUSB Position: Q1 2026 in Review

Creative Planning reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 2.8% in Q1 2026, selling an estimated $91K and leaving 63,408 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Creative Planning first reported a position in VUSB in Q2 2021 and has held it in 20 quarters since. The position peaked at $20.3M in Q3 2022. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Creative Planning held 63,408 shares of Vanguard Ultra-Short Bond ETF worth $3.16M as of Q1 2026.
  • Creative Planning sold 1,825 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $91K.
  • Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1538 holding.
  • Creative Planning first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Creative Planning's Vanguard Ultra-Short Bond ETF position peaked at $20.3M in Q3 2022.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.