Family CFO’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Family CFO’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	$480K	Buy	9,643 +1,058	+12%	+$52.6K	0.18%	35
2026 Q1	$427K	Sell	8,585 -3,050	-26%	-$152K	0.19%	35
2025 Q4	$580K	Sell	11,635 -4,781	-29%	-$238K	0.26%	28
2025 Q3	$821K	Buy	16,416 +4,870	+42%	+$243K	0.38%	26
2025 Q2	$576K	Hold	11,546	–	–	0.29%	27
2025 Q1	$576K	Buy	11,546 +5,226	+83%	+$260K	0.32%	25
2024 Q4	$314K	Hold	6,320	–	–	0.17%	27
2024 Q3	$316K	Buy	+6,320	New	+$314K	0.18%	26

Other funds holding VUSB

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

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Family CFO's VUSB Position: Q2 2026 in Review

Family CFO increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 12% in Q2 2026, buying an estimated $52.6K and bringing the position to 9,643 shares worth $480K. The position accounts for 0.18% of the portfolio, ranked #35.

Family CFO first reported a position in VUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $821K in Q3 2025. 225 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Family CFO held 9,643 shares of Vanguard Ultra-Short Bond ETF worth $480K as of Q2 2026.
Family CFO bought 1,058 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $52.6K.
Vanguard Ultra-Short Bond ETF made up 0.18% of Family CFO's portfolio in Q2 2026, its #35 holding.
Family CFO first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2024 and has held it in 8 quarters since.
Family CFO's Vanguard Ultra-Short Bond ETF position peaked at $821K in Q3 2025.
225 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.