Everett Harris & Co’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Everett Harris & Co’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	$4.85M	Sell	97,500 -49,750	-34%	-$2.47M	0.06%	79
2026 Q1	$7.33M	Buy	147,250 +7,850	+6%	+$391K	0.09%	66
2025 Q4	$6.95M	Buy	+139,400	New	+$6.95M	0.08%	68
2022 Q3	–	Sell	-5,050	Closed	-$248K	–	271
2022 Q2	$248K	Sell	5,050 -12,500	-71%	-$616K	﹤0.01%	231
2022 Q1	$867K	Sell	17,550 -10,950	-38%	-$544K	0.01%	152
2021 Q4	$1.42M	Sell	28,500 -98,200	-78%	-$4.91M	0.02%	118
2021 Q3	$6.35M	Buy	126,700 +31,550	+33%	+$1.58M	0.1%	65
2021 Q2	$4.77M	Buy	+95,150	New	+$4.77M	0.08%	72

Other funds holding VUSB

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

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

Everett Harris & Co's VUSB Position: Q2 2026 in Review

Everett Harris & Co reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 34% in Q2 2026, selling an estimated $2.47M and leaving 97,500 shares worth $4.85M. The position accounts for 0.06% of the portfolio, ranked #79.

Everett Harris & Co first reported a position in VUSB in Q2 2021 and has held it in 8 quarters since. The position peaked at $7.33M in Q1 2026. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Everett Harris & Co held 97,500 shares of Vanguard Ultra-Short Bond ETF worth $4.85M as of Q2 2026.
Everett Harris & Co sold 49,750 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $2.47M.
Vanguard Ultra-Short Bond ETF made up 0.06% of Everett Harris & Co's portfolio in Q2 2026, its #79 holding.
Everett Harris & Co first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 8 quarters since.
Everett Harris & Co's Vanguard Ultra-Short Bond ETF position peaked at $7.33M in Q1 2026.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.