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Goldstone Financial Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Goldstone Financial Group’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 		$2.72M Buy
54,561
+45,489
+501% +$2.26M 0.25% 76
2026
Q1 		$452K Buy
+9,072
New +$452K 0.05% 173

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

Goldstone Financial Group's VUSB Position: Q2 2026 in Review

Goldstone Financial Group increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 501% in Q2 2026, buying an estimated $2.26M and bringing the position to 54,561 shares worth $2.72M. The position accounts for 0.25% of the portfolio, ranked #76.

Goldstone Financial Group first reported a position in VUSB in Q1 2026 and has held it in 2 quarters since. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Goldstone Financial Group held 54,561 shares of Vanguard Ultra-Short Bond ETF worth $2.72M as of Q2 2026.
  • Goldstone Financial Group bought 45,489 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $2.26M.
  • Vanguard Ultra-Short Bond ETF made up 0.25% of Goldstone Financial Group's portfolio in Q2 2026, its #76 holding.
  • Goldstone Financial Group first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.