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CWC Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

CWC Advisors’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 		$11.7M Buy
234,837
+135,176
+136% +$6.74M 5.56% 1
2025
Q4 		$4.97M Buy
99,661
+1,858
+2% +$92.7K 2.4% 9
2025
Q3 		$4.89M Buy
97,803
+363
+0.4% +$18.1K 2.39% 8
2025
Q2 		$4.86M Buy
97,440
+2,413
+3% +$120K 2.51% 11
2025
Q1 		$4.74M Buy
95,027
+9,887
+12% +$492K 2.7% 9
2024
Q4 		$4.22M Buy
85,140
+2,335
+3% +$116K 4.21% 3
2024
Q3 		$4.14M Buy
+82,805
New +$4.11M 4.09% 2

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

CWC Advisors's VUSB Position: Q1 2026 in Review

CWC Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 136% in Q1 2026, buying an estimated $6.74M and bringing the position to 234,837 shares worth $11.7M. The position accounts for 5.56% of the portfolio, ranked #1.

CWC Advisors first reported a position in VUSB in Q3 2024 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • CWC Advisors held 234,837 shares of Vanguard Ultra-Short Bond ETF worth $11.7M as of Q1 2026.
  • CWC Advisors bought 135,176 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $6.74M.
  • Vanguard Ultra-Short Bond ETF made up 5.56% of CWC Advisors's portfolio in Q1 2026, its #1 holding.
  • CWC Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.