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

Golden State 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	$111K	Buy	2,245 +13	+0.6%	+$645	0.01%	513
2026 Q2	$111K	Buy	2,232 +13	+0.6%	+$646	0.01%	548
2026 Q1	$111K	Buy	2,219 +8	+0.4%	+$399	0.01%	494
2025 Q4	$110K	Buy	2,211 +1,511	+216%	+$75.4K	0.01%	502
2025 Q3	$35K	Hold	700	–	–	﹤0.01%	764
2025 Q2	$34.9K	Hold	700	–	–	﹤0.01%	722
2025 Q1	$34.9K	Buy	+700	New	+$34.8K	0.01%	672

Other funds holding VUSB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return

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

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Golden State Wealth Management's VUSB Position: Q3 2026 in Review

Golden State Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.58% in Q3 2026, buying an estimated $645 and bringing the position to 2,245 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #513.

Golden State Wealth Management first reported a position in VUSB in Q1 2025 and has held it in 7 quarters since. 461 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Golden State Wealth Management held 2,245 shares of Vanguard Ultra-Short Bond ETF worth $111K as of Q3 2026.
Golden State Wealth Management bought 13 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $645.
Vanguard Ultra-Short Bond ETF made up 0.01% of Golden State Wealth Management's portfolio in Q3 2026, its #513 holding.
Golden State Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 7 quarters since.
461 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.