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

Geneos 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	$1.64K	Hold	33	–	–	﹤0.01%	2357
2026 Q1	$1.64K	Hold	33	–	–	﹤0.01%	2347
2025 Q4	$1.65K	Hold	33	–	–	﹤0.01%	2351
2025 Q3	$1.65K	Hold	33	–	–	﹤0.01%	2345
2025 Q2	$1.65K	Hold	33	–	–	﹤0.01%	2861
2025 Q1	$1.65K	Hold	33	–	–	﹤0.01%	2816
2024 Q4	$1.64K	Hold	33	–	–	﹤0.01%	2663
2024 Q3	$1.65K	Hold	33	–	–	﹤0.01%	2338
2024 Q2	$1.63K	Hold	33	–	–	﹤0.01%	1918
2024 Q1	$1.64K	Hold	33	–	–	﹤0.01%	1927
2023 Q4	$1.63K	Sell	33 -525	-94%	-$25.8K	﹤0.01%	1952
2023 Q3	$27.4K	Hold	558	–	–	﹤0.01%	1268
2023 Q2	$27.4K	Hold	558	–	–	﹤0.01%	1270
2023 Q1	$27.5K	Hold	558	–	–	﹤0.01%	1250
2022 Q4	$27.3K	Hold	558	–	–	﹤0.01%	1245
2022 Q3	$27K	Hold	558	–	–	﹤0.01%	1238
2022 Q2	$27K	Hold	558	–	–	﹤0.01%	1555
2022 Q1	$27K	Buy	+558	New	+$27.7K	﹤0.01%	1663

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 $104B AUM 28.3% 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

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

Geneos Wealth Management held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2026 at 33 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Geneos Wealth Management first reported a position in VUSB in Q1 2022 and has held it in 18 quarters since. The position peaked at $27.5K in Q1 2023. 489 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Geneos Wealth Management held 33 shares of Vanguard Ultra-Short Bond ETF worth $1.64K as of Q2 2026.
Geneos Wealth Management left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2026.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2357 holding.
Geneos Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2022 and has held it in 18 quarters since.
Geneos Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $27.5K in Q1 2023.
489 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.