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

Essential 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 		$897K Buy
18,023
+5,294
+42% +$263K 0.25% 38
2026
Q1 		$634K Buy
12,729
+5,401
+74% +$269K 0.2% 44
2025
Q4 		$365K Buy
+7,328
New +$365K 0.12% 65
2025
Q1 		– Sell
-43,681
Closed -$2.17M – 297
2024
Q4 		$2.17M Buy
+43,681
New +$2.17M 0.01% 186

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

Essential Planning's VUSB Position: Q2 2026 in Review

Essential Planning increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 42% in Q2 2026, buying an estimated $263K and bringing the position to 18,023 shares worth $897K. The position accounts for 0.25% of the portfolio, ranked #38.

Essential Planning first reported a position in VUSB in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.17M in Q4 2024. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Essential Planning held 18,023 shares of Vanguard Ultra-Short Bond ETF worth $897K as of Q2 2026.
  • Essential Planning bought 5,294 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $263K.
  • Vanguard Ultra-Short Bond ETF made up 0.25% of Essential Planning's portfolio in Q2 2026, its #38 holding.
  • Essential Planning first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Essential Planning's Vanguard Ultra-Short Bond ETF position peaked at $2.17M in Q4 2024.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.