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

Financial Plan Inc’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	$324K	Buy	+6,508	New	+$324K	0.03%	80

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

Financial Plan Inc's VUSB Position: Q2 2026 in Review

Financial Plan Inc opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026: 6,508 shares worth $324K. The stake represents 0.03% of the portfolio and ranks #80 among its holdings.

487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Financial Plan Inc held 6,508 shares of Vanguard Ultra-Short Bond ETF worth $324K as of Q2 2026.
Vanguard Ultra-Short Bond ETF was a new Financial Plan Inc position in Q2 2026.
Vanguard Ultra-Short Bond ETF made up 0.03% of Financial Plan Inc's portfolio in Q2 2026, its #80 holding.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.