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

Evanson Financial’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	$6.81M	Buy	+136,854	New	+$6.8M	0.33%	44

Other funds holding VUSB

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

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return