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 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

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

MFA

McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPAS

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Gradient Capital Advisors's VUSB Position: Q2 2026 in Review

Gradient Capital Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 2.4% in Q2 2026, buying an estimated $12.7K and bringing the position to 11,131 shares worth $554K. The position accounts for 0.13% of the portfolio, ranked #101.

Gradient Capital Advisors first reported a position in VUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.71M in Q1 2022. 86 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Gradient Capital Advisors held 11,131 shares of Vanguard Ultra-Short Bond ETF worth $554K as of Q2 2026.
Gradient Capital Advisors bought 256 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $12.7K.
Vanguard Ultra-Short Bond ETF made up 0.13% of Gradient Capital Advisors's portfolio in Q2 2026, its #101 holding.
Gradient Capital Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 21 quarters since.
Gradient Capital Advisors's Vanguard Ultra-Short Bond ETF position peaked at $2.71M in Q1 2022.
86 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.