CVA Family Office’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

CVA Family Office’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	$203K	Hold	4,083	–	–	0.02%	333
2026 Q1	$203K	Sell	4,083 -600	-13%	-$29.9K	0.02%	322
2025 Q4	$233K	Hold	4,683	–	–	0.03%	274
2025 Q3	$234K	Hold	4,683	–	–	0.03%	265
2025 Q2	$234K	Buy	4,683 +612	+15%	+$30.4K	0.03%	266
2025 Q1	$203K	Sell	4,071 -101	-2%	-$5.02K	0.03%	274
2024 Q4	$207K	Hold	4,172	–	–	0.03%	267
2024 Q3	$208K	Buy	4,172 +161	+4%	+$8K	0.03%	256
2024 Q2	$199K	Hold	4,011	–	–	0.04%	244
2024 Q1	$199K	Sell	4,011 -6,495	-62%	-$321K	0.04%	248
2023 Q4	$519K	Sell	10,506 -5,000	-32%	-$246K	0.1%	128
2023 Q3	$763K	Hold	15,506	–	–	0.17%	92
2023 Q2	$762K	Sell	15,506 -6,543	-30%	-$322K	0.16%	92
2023 Q1	$1.09M	Sell	22,049 -1,789	-8%	-$87.9K	0.24%	67
2022 Q4	$1.17M	Sell	23,838 -84	-0.4%	-$4.11K	0.28%	60
2022 Q3	$1.17M	Hold	23,922	–	–	0.32%	58
2022 Q2	$1.18M	Sell	23,922 -349	-1%	-$17.2K	0.32%	54
2022 Q1	$1.2M	Sell	24,271 -31,900	-57%	-$1.58M	0.29%	57
2021 Q4	$2.81M	Buy	+56,171	New	+$2.81M	0.7%	33

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 $104B AUM 28.3% 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

CVA Family Office's VUSB Position: Q2 2026 in Review

CVA Family Office held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2026 at 4,083 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #333.

CVA Family Office first reported a position in VUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.81M in Q4 2021. 489 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

CVA Family Office held 4,083 shares of Vanguard Ultra-Short Bond ETF worth $203K as of Q2 2026.
CVA Family Office left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2026.
Vanguard Ultra-Short Bond ETF made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #333 holding.
CVA Family Office first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 19 quarters since.
CVA Family Office's Vanguard Ultra-Short Bond ETF position peaked at $2.81M in Q4 2021.
489 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.