EHC
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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
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return