Financial Perspectives’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Financial Perspectives’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	$201K	Hold	4,042	–	–	0.05%	171
2026 Q1	$201K	Hold	4,042	–	–	0.06%	159
2025 Q4	$201K	Hold	4,042	–	–	0.05%	158
2025 Q3	$202K	Hold	4,042	–	–	0.06%	158
2025 Q2	$202K	Buy	4,042 +3,025	+297%	+$150K	0.06%	148
2025 Q1	$50.7K	Hold	1,017	–	–	0.02%	299
2024 Q4	$50.5K	Hold	1,017	–	–	0.02%	300
2024 Q3	$50.8K	Hold	1,017	–	–	0.02%	284
2024 Q2	$50.4K	Sell	1,017 -10,000	-91%	-$494K	0.02%	274
2024 Q1	$546K	Hold	11,017	–	–	0.21%	69
2023 Q4	$545K	Hold	11,017	–	–	0.22%	66
2023 Q3	$542K	Hold	11,017	–	–	0.25%	62
2023 Q2	$542K	Buy	11,017 +1,017	+10%	+$50K	0.24%	63
2023 Q1	$492K	Hold	10,000	–	–	0.24%	65
2022 Q4	$490K	Buy	+10,000	New	+$489K	0.25%	60

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 $104B AUM 28.3% 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

Financial Perspectives's VUSB Position: Q2 2026 in Review

Financial Perspectives held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2026 at 4,042 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #171.

Financial Perspectives first reported a position in VUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $546K in Q1 2024. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Financial Perspectives held 4,042 shares of Vanguard Ultra-Short Bond ETF worth $201K as of Q2 2026.
Financial Perspectives left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2026.
Vanguard Ultra-Short Bond ETF made up 0.05% of Financial Perspectives's portfolio in Q2 2026, its #171 holding.
Financial Perspectives first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 15 quarters since.
Financial Perspectives's Vanguard Ultra-Short Bond ETF position peaked at $546K in Q1 2024.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.