Forum Financial Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Forum Financial 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	$372K	Buy	+7,482	New	+$372K	﹤0.01%	243

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

Forum Financial Management's VUSB Position: Q2 2026 in Review

Forum Financial Management opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026: 7,482 shares worth $372K. The stake represents ﹤0.01% of the portfolio and ranks #243 among its holdings.

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

Forum Financial Management held 7,482 shares of Vanguard Ultra-Short Bond ETF worth $372K as of Q2 2026.
Vanguard Ultra-Short Bond ETF was a new Forum Financial Management position in Q2 2026.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #243 holding.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.