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Fortis Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Fortis Advisors’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 		$278K Sell
5,588
-23,830
-81% -$1.18M 0.13% 98
2026
Q1 		$1.46M Sell
29,418
-313,503
-91% -$15.6M 0.73% 34
2025
Q4 		$17.1M Buy
342,921
+873
+0.3% +$43.5K 9.27% 1
2025
Q3 		$17.1M Sell
342,048
-3,019
-0.9% -$150K 9.62% 1
2025
Q2 		$17.2M Buy
345,067
+1,588
+0.5% +$78.9K 11.02% 1
2025
Q1 		$17.1M Sell
343,479
-12,319
-3% -$613K 11.16% 1
2024
Q4 		$17.7M Buy
355,798
+1,803
+0.5% +$89.6K 11.59% 1
2024
Q3 		$17.7M Sell
353,995
-34,541
-9% -$1.72M 11.46% 1
2024
Q2 		$19.2M Sell
388,536
-41,462
-10% -$2.05M 13.56% 1
2024
Q1 		$21.3M Sell
429,998
-12,476
-3% -$617K 14.27% 1
2023
Q4 		$21.9M Buy
442,474
+12,276
+3% +$604K 15.6% 1
2023
Q3 		$21.2M Buy
430,198
+40,964
+11% +$2.01M 15.92% 1
2023
Q2 		$19.1M Buy
389,234
+1,773
+0.5% +$87.1K 13.69% 1
2023
Q1 		$19.1M Buy
387,461
+145,959
+60% +$7.17M 12.47% 1
2022
Q4 		$11.8M Buy
241,502
+1,969
+0.8% +$96.3K 9.01% 2
2022
Q3 		$11.7M Buy
+239,533
New +$11.8M 8.37% 2

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

Fortis Advisors's VUSB Position: Q2 2026 in Review

Fortis Advisors reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 81% in Q2 2026, selling an estimated $1.18M and leaving 5,588 shares worth $278K. The position accounts for 0.13% of the portfolio, ranked #98.

Fortis Advisors first reported a position in VUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $21.9M in Q4 2023. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Fortis Advisors held 5,588 shares of Vanguard Ultra-Short Bond ETF worth $278K as of Q2 2026.
  • Fortis Advisors sold 23,830 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $1.18M.
  • Vanguard Ultra-Short Bond ETF made up 0.13% of Fortis Advisors's portfolio in Q2 2026, its #98 holding.
  • Fortis Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Fortis Advisors's Vanguard Ultra-Short Bond ETF position peaked at $21.9M in Q4 2023.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.