Evanson Asset Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Evanson Asset Management’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 Q1	$5.89M	Buy	118,370 +38,774	+49%	+$1.93M	0.32%	42
2025 Q4	$3.97M	Buy	79,596 +60,654	+320%	+$3.03M	0.21%	50
2025 Q3	$947K	Buy	18,942 +5,502	+41%	+$274K	0.05%	144
2025 Q2	$670K	Sell	13,440 -6,387	-32%	-$317K	0.04%	171
2025 Q1	$988K	Buy	19,827 +2,527	+15%	+$126K	0.07%	125
2024 Q4	$858K	Sell	17,300 -600	-3%	-$29.8K	0.06%	133
2024 Q3	$894K	Buy	17,900 +10,900	+156%	+$542K	0.06%	130
2024 Q2	$347K	Hold	7,000	–	–	0.03%	212
2024 Q1	$347K	Buy	7,000 +1,000	+17%	+$49.5K	0.03%	222
2023 Q4	$297K	Hold	6,000	–	–	0.02%	232
2023 Q3	$295K	Hold	6,000	–	–	0.03%	224
2023 Q2	$295K	Hold	6,000	–	–	0.03%	223
2023 Q1	$295K	Buy	+6,000	New	+$295K	0.03%	215
2022 Q2	–	Sell	-10,002	Closed	-$494K	–	306
2022 Q1	$494K	Buy	10,002 +8	+0.1%	+$397	0.05%	169
2021 Q4	$499K	Buy	9,994 +4,009	+67%	+$201K	0.04%	173
2021 Q3	$300K	Buy	+5,985	New	+$300K	0.03%	227

Other funds holding VUSB

JP Morgan Chase New York $1.81T AUM 41.13% 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BTI

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Evanson Asset Management's VUSB Position: Q1 2026 in Review

Evanson Asset Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 49% in Q1 2026, buying an estimated $1.93M and bringing the position to 118,370 shares worth $5.89M. The position accounts for 0.32% of the portfolio, ranked #42.

Evanson Asset Management first reported a position in VUSB in Q3 2021 and has held it in 16 quarters since. 473 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

Evanson Asset Management held 118,370 shares of Vanguard Ultra-Short Bond ETF worth $5.89M as of Q1 2026.
Evanson Asset Management bought 38,774 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $1.93M.
Vanguard Ultra-Short Bond ETF made up 0.32% of Evanson Asset Management's portfolio in Q1 2026, its #42 holding.
Evanson Asset Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 16 quarters since.
473 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.