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Fortitude Advisory Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Fortitude Advisory Group’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
Q3 		$26.4M Sell
533,344
-3,193
-0.6% -$159K 10.07% 2
2026
Q2 		$26.7M Sell
536,537
-11,982
-2% -$596K 10.2% 1
2026
Q1 		$27.3M Buy
548,519
+40,232
+8% +$2.01M 12.28% 1
2025
Q4 		$25.3M Buy
+508,287
New +$25.4M 10.74% 1

Other funds holding VUSB

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
McClarren Financial Advisors
McClarren Financial Advisors State College, Pennsylvania $198M AUM 12.9% 1-Year Est. Return
Eagle Capital Management (Louisiana)
Eagle Capital Management (Louisiana) Mandeville, Louisiana $292M AUM 26.84% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Fortitude Advisory Group's VUSB Position: Q3 2026 in Review

Fortitude Advisory Group reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.6% in Q3 2026, selling an estimated $159K and leaving 533,344 shares worth $26.4M. The position accounts for 10.07% of the portfolio, ranked #2.

Fortitude Advisory Group first reported a position in VUSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $27.3M in Q1 2026. 114 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • Fortitude Advisory Group held 533,344 shares of Vanguard Ultra-Short Bond ETF worth $26.4M as of Q3 2026.
  • Fortitude Advisory Group sold 3,193 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $159K.
  • Vanguard Ultra-Short Bond ETF made up 10.07% of Fortitude Advisory Group's portfolio in Q3 2026, its #2 holding.
  • Fortitude Advisory Group first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Fortitude Advisory Group's Vanguard Ultra-Short Bond ETF position peaked at $27.3M in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.