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Elevation Wealth Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Elevation Wealth Partners’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 		$75.7K Buy
1,528
+16
+1% +$794 0.02% 261
2026
Q2 		$75.3K Buy
+1,512
New +$75.2K 0.02% 225

Other funds holding VUSB

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Elevation Wealth Partners's VUSB Position: Q3 2026 in Review

Elevation Wealth Partners increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.1% in Q3 2026, buying an estimated $794 and bringing the position to 1,528 shares worth $75.7K. The position accounts for 0.02% of the portfolio, ranked #261.

Elevation Wealth Partners first reported a position in VUSB in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • Elevation Wealth Partners held 1,528 shares of Vanguard Ultra-Short Bond ETF worth $75.7K as of Q3 2026.
  • Elevation Wealth Partners bought 16 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $794.
  • Vanguard Ultra-Short Bond ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #261 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.