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 Q3	$21.3M	Sell	430,257 -20,278	-5%	-$1.01M	11.6%	3
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

McClarren Financial Advisors State College, Pennsylvania $198M AUM 12.9% 1-Year Est. Return

Eagle Capital Management (Louisiana) Mandeville, Louisiana $292M AUM 26.84% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Global Wealth Management's VUSB Position: Q3 2026 in Review

Global Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 4.5% in Q3 2026, selling an estimated $1.01M and leaving 430,257 shares worth $21.3M. The position accounts for 11.6% of the portfolio, ranked #3.

Global Wealth Management first reported a position in VUSB in Q3 2024 and has held it in 9 quarters since. The position peaked at $29.6M in Q1 2025. 116 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Global Wealth Management held 430,257 shares of Vanguard Ultra-Short Bond ETF worth $21.3M as of Q3 2026.
Global Wealth Management sold 20,278 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $1.01M.
Vanguard Ultra-Short Bond ETF made up 11.6% of Global Wealth Management's portfolio in Q3 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 9 quarters since.
Global Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $29.6M in Q1 2025.
116 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.