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EP Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

EP Wealth Advisors’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 		– Sell
-4,513
Closed -$225K – 1895
2026
Q1 		$225K Sell
4,513
-32
-0.7% -$1.6K ﹤0.01% 1343
2025
Q4 		$227K Buy
+4,545
New +$227K ﹤0.01% 1311

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

EP Wealth Advisors's VUSB Position: Q2 2026 in Review

EP Wealth Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026, closing a stake of 4,513 shares — an estimated $225K sold.

EP Wealth Advisors first reported a position in VUSB in Q4 2025 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • EP Wealth Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 4,513 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $225K.
  • EP Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $227K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.