Evergreen Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Evergreen Wealth 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 Q3	$2.32M	Buy	46,771 +2,112	+5%	+$105K	0.9%	38
2026 Q2	$2.22M	Sell	44,659 -6,452	-13%	-$321K	1.04%	31
2026 Q1	$2.54M	Buy	51,111 +4,595	+10%	+$229K	1.31%	27
2025 Q4	$2.32M	Buy	46,516 +5,934	+15%	+$296K	1.17%	29
2025 Q3	$2.03M	Buy	+40,582	New	+$2.02M	1.06%	31

Other funds holding VUSB

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Evergreen Wealth Management's VUSB Position: Q3 2026 in Review

Evergreen Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 4.7% in Q3 2026, buying an estimated $105K and bringing the position to 46,771 shares worth $2.32M. The position accounts for 0.9% of the portfolio, ranked #38.

Evergreen Wealth Management first reported a position in VUSB in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.54M in Q1 2026. 313 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Evergreen Wealth Management held 46,771 shares of Vanguard Ultra-Short Bond ETF worth $2.32M as of Q3 2026.
Evergreen Wealth Management bought 2,112 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $105K.
Vanguard Ultra-Short Bond ETF made up 0.9% of Evergreen Wealth Management's portfolio in Q3 2026, its #38 holding.
Evergreen Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and has held it in 5 quarters since.
Evergreen Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $2.54M in Q1 2026.
313 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.