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 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%	-$1.49K	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

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

CWS Financial Advisors's VUSB Position: Q2 2026 in Review

CWS Financial Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 22% in Q2 2026, buying an estimated $697K and bringing the position to 77,985 shares worth $3.88M. The position accounts for 0.86% of the portfolio, ranked #21.

CWS Financial Advisors first reported a position in VUSB in Q2 2021 and has held it in 18 quarters since. The position peaked at $4.26M in Q4 2021. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

CWS Financial Advisors held 77,985 shares of Vanguard Ultra-Short Bond ETF worth $3.88M as of Q2 2026.
CWS Financial Advisors bought 14,011 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $697K.
Vanguard Ultra-Short Bond ETF made up 0.86% of CWS Financial Advisors's portfolio in Q2 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 18 quarters since.
CWS Financial Advisors's Vanguard Ultra-Short Bond ETF position peaked at $4.26M in Q4 2021.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.