Gradient Capital Advisors
VUSB icon

Gradient Capital Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Gradient Capital Advisors’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 		$548K Sell
11,051
-80
-0.7% -$3.97K 0.13% 103
2026
Q2 		$554K Buy
11,131
+256
+2% +$12.7K 0.13% 101
2026
Q1 		$541K Hold
10,875
– – 0.14% 98
2025
Q4 		$542K Sell
10,875
-1,341
-11% -$66.9K 0.14% 102
2025
Q3 		$611K Sell
12,216
-215
-2% -$10.7K 0.16% 92
2025
Q2 		$620K Sell
12,431
-1,385
-10% -$68.8K 0.18% 88
2025
Q1 		$689K Buy
13,816
+2,995
+28% +$149K 0.22% 78
2024
Q4 		$537K Sell
10,821
-5,156
-32% -$256K 0.17% 88
2024
Q3 		$798K Buy
15,977
+90
+0.6% +$4.47K 0.26% 70
2024
Q2 		$787K Buy
15,887
+736
+5% +$36.4K 0.28% 70
2024
Q1 		$751K Sell
15,151
-2,532
-14% -$125K 0.28% 71
2023
Q4 		$874K Sell
17,683
-1,147
-6% -$56.5K 0.33% 69
2023
Q3 		$926K Sell
18,830
-2,904
-13% -$143K 0.39% 56
2023
Q2 		$1.07M Sell
21,734
-6,953
-24% -$342K 0.43% 49
2023
Q1 		$1.41M Sell
28,687
-4,898
-15% -$241K 0.6% 38
2022
Q4 		$1.65M Sell
33,585
-8,757
-21% -$428K 0.75% 32
2022
Q3 		$2.07M Sell
42,342
-8,480
-17% -$417K 0.99% 27
2022
Q2 		$2.5M Sell
50,822
-4,062
-7% -$200K 1.2% 23
2022
Q1 		$2.71M Buy
54,884
+1,453
+3% +$72.2K 1.15% 23
2021
Q4 		$2.67M Buy
53,431
+14,209
+36% +$711K 1.11% 24
2021
Q3 		$1.97M Buy
39,222
+28,807
+277% +$1.44M 0.9% 29
2021
Q2 		$522K Buy
+10,415
New +$522K 0.24% 73

Other funds holding VUSB

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Fonville Wealth Management
Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Gradient Capital Advisors's VUSB Position: Q3 2026 in Review

Gradient Capital Advisors reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.72% in Q3 2026, selling an estimated $3.97K and leaving 11,051 shares worth $548K. The position accounts for 0.13% of the portfolio, ranked #103.

Gradient Capital Advisors first reported a position in VUSB in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.71M in Q1 2022. 197 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • Gradient Capital Advisors held 11,051 shares of Vanguard Ultra-Short Bond ETF worth $548K as of Q3 2026.
  • Gradient Capital Advisors sold 80 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $3.97K.
  • Vanguard Ultra-Short Bond ETF made up 0.13% of Gradient Capital Advisors's portfolio in Q3 2026, its #103 holding.
  • Gradient Capital Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 22 quarters since.
  • Gradient Capital Advisors's Vanguard Ultra-Short Bond ETF position peaked at $2.71M in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.