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Elser Financial Planning’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Elser Financial Planning’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 		$2.17M Sell
43,641
-538
-1% -$26.8K 0.09% 35
2026
Q1 		$2.19M Buy
+44,179
New +$2.2M 0.11% 35
2025
Q1 		– Sell
-55,033
Closed -$2.73M – 111
2024
Q4 		$2.73M Buy
+55,033
New +$2.74M 0.16% 26
2024
Q3 		– Sell
-61,073
Closed -$3.02M – 104
2024
Q2 		$3.02M Buy
+61,073
New +$3.02M 0.51% 21

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

Elser Financial Planning's VUSB Position: Q2 2026 in Review

Elser Financial Planning reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.2% in Q2 2026, selling an estimated $26.8K and leaving 43,641 shares worth $2.17M. The position accounts for 0.09% of the portfolio, ranked #35.

Elser Financial Planning first reported a position in VUSB in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.02M in Q2 2024. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Elser Financial Planning held 43,641 shares of Vanguard Ultra-Short Bond ETF worth $2.17M as of Q2 2026.
  • Elser Financial Planning sold 538 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $26.8K.
  • Vanguard Ultra-Short Bond ETF made up 0.09% of Elser Financial Planning's portfolio in Q2 2026, its #35 holding.
  • Elser Financial Planning first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • Elser Financial Planning's Vanguard Ultra-Short Bond ETF position peaked at $3.02M in Q2 2024.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.