Elm3 Financial Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Elm3 Financial Group’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	$784K	Buy	+15,755	New	+$783K	0.54%	49

Other funds holding VUSB

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Elm3 Financial Group's VUSB Position: Q2 2026 in Review

Elm3 Financial Group opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026: 15,755 shares worth $784K. The stake represents 0.54% of the portfolio and ranks #49 among its holdings.

210 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Elm3 Financial Group held 15,755 shares of Vanguard Ultra-Short Bond ETF worth $784K as of Q2 2026.
Vanguard Ultra-Short Bond ETF was a new Elm3 Financial Group position in Q2 2026.
Vanguard Ultra-Short Bond ETF made up 0.54% of Elm3 Financial Group's portfolio in Q2 2026, its #49 holding.
210 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.