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VUSB icon

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
Q2 		$11.8M Buy
237,265
+2,428
+1% +$121K 5.24% 1
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 $1.81T 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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
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
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

CWC Advisors's VUSB Position: Q2 2026 in Review

CWC Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1% in Q2 2026, buying an estimated $121K and bringing the position to 237,265 shares worth $11.8M. The position accounts for 5.24% of the portfolio, ranked #1.

CWC Advisors first reported a position in VUSB in Q3 2024 and has held it in 8 quarters since. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • CWC Advisors held 237,265 shares of Vanguard Ultra-Short Bond ETF worth $11.8M as of Q2 2026.
  • CWC Advisors bought 2,428 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $121K.
  • Vanguard Ultra-Short Bond ETF made up 5.24% of CWC Advisors's portfolio in Q2 2026, its #1 holding.
  • CWC Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.