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

Daner 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 		$666K Sell
13,403
-1,091
-8% -$54.2K 0.36% 39
2026
Q1 		$720K Buy
14,494
+396
+3% +$19.7K 0.42% 36
2025
Q4 		$704K Sell
14,098
-2,107
-13% -$105K 0.43% 33
2025
Q3 		$809K Buy
16,205
+407
+3% +$20.3K 0.53% 27
2025
Q2 		$787K Buy
+15,798
New +$785K 0.54% 28

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

Daner Wealth Management's VUSB Position: Q2 2026 in Review

Daner Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 7.5% in Q2 2026, selling an estimated $54.2K and leaving 13,403 shares worth $666K. The position accounts for 0.36% of the portfolio, ranked #39.

Daner Wealth Management first reported a position in VUSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $809K in Q3 2025. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Daner Wealth Management held 13,403 shares of Vanguard Ultra-Short Bond ETF worth $666K as of Q2 2026.
  • Daner Wealth Management sold 1,091 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $54.2K.
  • Vanguard Ultra-Short Bond ETF made up 0.36% of Daner Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Daner Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Daner Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $809K in Q3 2025.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.