CWS Financial Advisors
VUSB icon

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

CWS Financial 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
Q3 		$4.43M Buy
89,502
+11,517
+15% +$572K 0.98% 21
2026
Q2 		$3.88M Buy
77,985
+14,011
+22% +$697K 0.86% 21
2026
Q1 		$3.18M Buy
63,974
+17,042
+36% +$850K 0.82% 21
2025
Q4 		$2.34M Buy
46,932
+2,982
+7% +$149K 0.64% 24
2025
Q3 		$2.2M Buy
43,950
+1,291
+3% +$64.3K 0.61% 24
2025
Q2 		$2.13M Sell
42,659
-1,200
-3% -$59.6K 0.62% 25
2025
Q1 		$2.19M Sell
43,859
-2,149
-5% -$107K 0.69% 23
2024
Q4 		$2.28M Buy
46,008
+2,954
+7% +$147K 0.74% 21
2024
Q3 		$2.15M Buy
43,054
+15,733
+58% +$782K 0.76% 18
2024
Q2 		$1.35M Sell
27,321
-1,499
-5% -$74.1K 0.53% 24
2024
Q1 		$1.43M Sell
28,820
-30
-0.1% -$1.48K 0.58% 22
2023
Q4 		$1.43M Sell
28,850
-9,846
-25% -$485K 0.54% 25
2023
Q3 		$1.9M Sell
38,696
-6,456
-14% -$317K 0.76% 21
2023
Q2 		$2.22M Sell
45,152
-17,139
-28% -$842K 0.84% 17
2023
Q1 		$3.07M Buy
+62,291
New +$3.06M 1.22% 12
2022
Q4 		– Sell
-73,873
Closed -$3.62M – 155
2022
Q3 		$3.62M Sell
73,873
-3,999
-5% -$197K 1.73% 8
2022
Q2 		$3.83M Buy
+77,872
New +$3.84M 1.75% 7
2022
Q1 		– Sell
-85,335
Closed -$4.26M – 157
2021
Q4 		$4.26M Buy
+85,335
New +$4.27M 1.5% 7
2021
Q2 		$1.78M Buy
+35,605
New +$1.78M 0.71% 17

Other funds holding VUSB

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
McClarren Financial Advisors
McClarren Financial Advisors State College, Pennsylvania $198M AUM 12.9% 1-Year Est. Return

CWS Financial Advisors's VUSB Position: Q3 2026 in Review

CWS Financial Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 15% in Q3 2026, buying an estimated $572K and bringing the position to 89,502 shares worth $4.43M. The position accounts for 0.98% of the portfolio, ranked #21.

CWS Financial Advisors first reported a position in VUSB in Q2 2021 and has held it in 19 quarters since. 136 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • CWS Financial Advisors held 89,502 shares of Vanguard Ultra-Short Bond ETF worth $4.43M as of Q3 2026.
  • CWS Financial Advisors bought 11,517 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $572K.
  • Vanguard Ultra-Short Bond ETF made up 0.98% of CWS Financial Advisors's portfolio in Q3 2026, its #21 holding.
  • CWS Financial Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • 136 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.