EWM
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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $530B 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 $377B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Evergreen Wealth Management's VUSB Position: Q1 2026 in Review

Evergreen Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 9.9% in Q1 2026, buying an estimated $229K and bringing the position to 51,111 shares worth $2.54M. The position accounts for 1.31% of the portfolio, ranked #27.

Evergreen Wealth Management first reported a position in VUSB in Q3 2025 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Evergreen Wealth Management held 51,111 shares of Vanguard Ultra-Short Bond ETF worth $2.54M as of Q1 2026.
  • Evergreen Wealth Management bought 4,595 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $229K.
  • Vanguard Ultra-Short Bond ETF made up 1.31% of Evergreen Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Evergreen Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 472 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Evergreen Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.