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Fonville Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Fonville Wealth Management’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 		$25.4M Buy
509,593
+15,103
+3% +$751K 4.14% 6
2026
Q1 		$24.6M Buy
494,490
+11,608
+2% +$579K 4.69% 5
2025
Q4 		$24.1M Buy
482,882
+35,231
+8% +$1.76M 4.92% 4
2025
Q3 		$22.4M Buy
447,651
+20,059
+5% +$1,000K 5.04% 3
2025
Q2 		$21.3M Buy
427,592
+45,558
+12% +$2.26M 5.4% 3
2025
Q1 		$19M Buy
382,034
+39,619
+12% +$1.97M 5.61% 3
2024
Q4 		$17M Buy
342,415
+53,167
+18% +$2.64M 5.61% 3
2024
Q3 		$14.4M Buy
289,248
+24,490
+9% +$1.22M 4.99% 3
2024
Q2 		$13.1M Buy
264,758
+63,149
+31% +$3.12M 5.2% 3
2024
Q1 		$9.99M Buy
201,609
+30,694
+18% +$1.52M 4.43% 3
2023
Q4 		$8.45M Buy
+170,915
New +$8.41M 4.48% 3

Other funds holding VUSB

JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
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
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Fonville Wealth Management's VUSB Position: Q2 2026 in Review

Fonville Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.1% in Q2 2026, buying an estimated $751K and bringing the position to 509,593 shares worth $25.4M. The position accounts for 4.14% of the portfolio, ranked #6.

Fonville Wealth Management first reported a position in VUSB in Q4 2023 and has held it in 11 quarters since. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Fonville Wealth Management held 509,593 shares of Vanguard Ultra-Short Bond ETF worth $25.4M as of Q2 2026.
  • Fonville Wealth Management bought 15,103 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $751K.
  • Vanguard Ultra-Short Bond ETF made up 4.14% of Fonville Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Fonville Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.