GIA
VUSB icon

Gladstone Institutional Advisory’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Gladstone Institutional Advisory’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 		$803K Sell
16,123
-74
-0.5% -$3.68K 0.03% 467
2026
Q1 		$806K Sell
16,197
-284
-2% -$14.2K 0.03% 424
2025
Q4 		$821K Sell
16,481
-433
-3% -$21.6K 0.03% 409
2025
Q3 		$846K Buy
16,914
+33
+0.2% +$1.64K 0.03% 408
2025
Q2 		$842K Buy
16,881
+34
+0.2% +$1.69K 0.03% 381
2025
Q1 		$840K Sell
16,847
-235
-1% -$11.7K 0.04% 364
2024
Q4 		$848K Sell
17,082
-495
-3% -$24.6K 0.04% 358
2024
Q3 		$878K Sell
17,577
-997
-5% -$49.5K 0.04% 342
2024
Q2 		$920K Sell
18,574
-131
-0.7% -$6.47K 0.05% 307
2024
Q1 		$927K Hold
18,705
– – 0.05% 299
2023
Q4 		$925K Sell
18,705
-4,474
-19% -$220K 0.05% 300
2023
Q3 		$1.14M Sell
23,179
-160
-0.7% -$7.86K 0.07% 246
2023
Q2 		$1.15M Sell
23,339
-125
-0.5% -$6.14K 0.07% 254
2023
Q1 		$1.16M Sell
23,464
-107
-0.5% -$5.25K 0.07% 258
2022
Q4 		$1.15M Hold
23,571
– – 0.08% 258
2022
Q3 		$1.15M Buy
+23,571
New +$1.16M 0.09% 247

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

Gladstone Institutional Advisory's VUSB Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.46% in Q2 2026, selling an estimated $3.68K and leaving 16,123 shares worth $803K. The position accounts for 0.03% of the portfolio, ranked #467.

Gladstone Institutional Advisory first reported a position in VUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.16M in Q1 2023. 489 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Gladstone Institutional Advisory held 16,123 shares of Vanguard Ultra-Short Bond ETF worth $803K as of Q2 2026.
  • Gladstone Institutional Advisory sold 74 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $3.68K.
  • Vanguard Ultra-Short Bond ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #467 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Gladstone Institutional Advisory's Vanguard Ultra-Short Bond ETF position peaked at $1.16M in Q1 2023.
  • 489 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.