EverSource Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

EverSource Wealth Advisors’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	$1.44M	Sell	28,899 -983	-3%	-$48.9K	0.05%	277
2026 Q1	$1.49M	Buy	29,882 +355	+1%	+$17.7K	0.05%	283
2025 Q4	$1.47M	Buy	29,527 +10,407	+54%	+$519K	0.05%	254
2025 Q3	$956K	Buy	19,120 +944	+5%	+$47K	0.04%	320
2025 Q2	$906K	Buy	18,176 +168	+0.9%	+$8.35K	0.04%	301
2025 Q1	$898K	Sell	18,008 -6,164	-26%	-$307K	0.05%	269
2024 Q4	$1.2M	Buy	+24,172	New	+$1.2M	0.07%	215
2022 Q2	–	Sell	-2,068	Closed	-$102K	–	1899
2022 Q1	$102K	Sell	2,068 -9,900	-83%	-$492K	0.03%	336
2021 Q4	$598K	Buy	+11,968	New	+$599K	0.17%	105

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 $103B AUM 28.65% 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

EverSource Wealth Advisors's VUSB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.3% in Q2 2026, selling an estimated $48.9K and leaving 28,899 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #277.

EverSource Wealth Advisors first reported a position in VUSB in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.49M in Q1 2026. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

EverSource Wealth Advisors held 28,899 shares of Vanguard Ultra-Short Bond ETF worth $1.44M as of Q2 2026.
EverSource Wealth Advisors sold 983 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $48.9K.
Vanguard Ultra-Short Bond ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #277 holding.
EverSource Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $1.49M in Q1 2026.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.