GWM
VUSB icon

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

Global 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 		$22.4M Buy
450,535
+10,285
+2% +$511K 11.42% 3
2026
Q1 		$21.9M Buy
440,250
+61,180
+16% +$3.05M 11.95% 2
2025
Q4 		$18.9M Sell
379,070
-110,311
-23% -$5.5M 10.17% 3
2025
Q3 		$24.5M Sell
489,381
-81,598
-14% -$4.07M 12.84% 3
2025
Q2 		$28.4M Sell
570,979
-23,124
-4% -$1.15M 15.57% 1
2025
Q1 		$29.6M Buy
594,103
+323,979
+120% +$16.1M 17.09% 1
2024
Q4 		$13.4M Sell
270,124
-19,339
-7% -$961K 8.56% 5
2024
Q3 		$14.5M Buy
+289,463
New +$14.4M 9.78% 5

Other funds holding VUSB

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

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

Global Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 2.3% in Q2 2026, buying an estimated $511K and bringing the position to 450,535 shares worth $22.4M. The position accounts for 11.42% of the portfolio, ranked #3.

Global Wealth Management first reported a position in VUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.6M in Q1 2025. 128 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Global Wealth Management held 450,535 shares of Vanguard Ultra-Short Bond ETF worth $22.4M as of Q2 2026.
  • Global Wealth Management bought 10,285 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $511K.
  • Vanguard Ultra-Short Bond ETF made up 11.42% of Global Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Global Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Global Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $29.6M in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.