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Cypress Point Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Cypress Point Wealth Management’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 		$967K Buy
19,422
+674
+4% +$33.5K 0.2% 58
2026
Q1 		$933K Buy
18,748
+5,390
+40% +$269K 0.2% 52
2025
Q4 		$666K Buy
13,358
+4,560
+52% +$227K 0.15% 56
2025
Q3 		$440K Sell
8,798
-3,075
-26% -$153K 0.09% 59
2025
Q2 		$592K Buy
11,873
+1,359
+13% +$67.5K 0.14% 51
2025
Q1 		$524K Sell
10,514
-2,712
-21% -$135K 0.17% 50
2024
Q4 		$656K Buy
13,226
+606
+5% +$30.1K 0.2% 47
2024
Q3 		$630K Sell
12,620
-948
-7% -$47.1K 0.25% 50
2024
Q2 		$672K Sell
13,568
-3,026
-18% -$150K 0.32% 47
2024
Q1 		$822K Sell
16,594
-476
-3% -$23.6K 0.42% 43
2023
Q4 		$844K Sell
17,070
-19,324
-53% -$951K 0.63% 34
2023
Q3 		$1.79M Sell
36,394
-2,810
-7% -$138K 1.57% 18
2023
Q2 		$1.93M Sell
39,204
-162
-0.4% -$7.96K 2.05% 13
2023
Q1 		$1.94M Sell
39,366
-30
-0.1% -$1.47K 2.73% 11
2022
Q4 		$1.93M Sell
39,396
-5,048
-11% -$247K 3.03% 9
2022
Q3 		$2.18M Buy
44,444
+10,431
+31% +$513K 4.04% 7
2022
Q2 		$1.67M Sell
34,013
-31,853
-48% -$1.57M 2.94% 10
2022
Q1 		$3.25M Buy
65,866
+18,628
+39% +$925K 3.3% 10
2021
Q4 		$2.36M Sell
47,238
-111
-0.2% -$5.55K 2.19% 11
2021
Q3 		$2.37M Buy
47,349
+30,161
+175% +$1.51M 1.69% 12
2021
Q2 		$861K Buy
+17,188
New +$861K 0.61% 17

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 $103B AUM 28.65% 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

Cypress Point Wealth Management's VUSB Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.6% in Q2 2026, buying an estimated $33.5K and bringing the position to 19,422 shares worth $967K. The position accounts for 0.2% of the portfolio, ranked #58.

Cypress Point Wealth Management first reported a position in VUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.25M in Q1 2022. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Cypress Point Wealth Management held 19,422 shares of Vanguard Ultra-Short Bond ETF worth $967K as of Q2 2026.
  • Cypress Point Wealth Management bought 674 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $33.5K.
  • Vanguard Ultra-Short Bond ETF made up 0.2% of Cypress Point Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Cypress Point Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Cypress Point Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $3.25M in Q1 2022.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.