FP
VUSB icon

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
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
JP Morgan Chase New York $1.47T 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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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