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

GeoWealth 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 		$3.08M Buy
61,842
+7,018
+13% +$349K 0.1% 134
2026
Q1 		$2.73M Sell
54,824
-327
-0.6% -$16.3K 0.1% 128
2025
Q4 		$2.75M Buy
55,151
+11,229
+26% +$560K 0.1% 125
2025
Q3 		$2.2M Sell
43,922
-885
-2% -$44.1K 0.08% 161
2025
Q2 		$2.23M Buy
44,807
+12,421
+38% +$617K 0.09% 140
2025
Q1 		$1.61M Buy
+32,386
New +$1.61M 0.06% 182

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 $103B AUM 28.65% 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

GeoWealth Management's VUSB Position: Q2 2026 in Review

GeoWealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 13% in Q2 2026, buying an estimated $349K and bringing the position to 61,842 shares worth $3.08M. The position accounts for 0.1% of the portfolio, ranked #134.

GeoWealth Management first reported a position in VUSB in Q1 2025 and has held it in 6 quarters since. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • GeoWealth Management held 61,842 shares of Vanguard Ultra-Short Bond ETF worth $3.08M as of Q2 2026.
  • GeoWealth Management bought 7,018 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $349K.
  • Vanguard Ultra-Short Bond ETF made up 0.1% of GeoWealth Management's portfolio in Q2 2026, its #134 holding.
  • GeoWealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.