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

HB 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
Q2 		$1.72M Sell
34,561
-4,998
-13% -$249K 0.01% 522
2026
Q1 		$1.97M Sell
39,559
-4,698
-11% -$234K 0.01% 436
2025
Q4 		$2.21M Buy
44,257
+28,405
+179% +$1.42M 0.01% 391
2025
Q3 		$793K Sell
15,852
-9,036
-36% -$450K 0.01% 681
2025
Q2 		$1.24M Sell
24,888
-136
-0.5% -$6.76K 0.01% 476
2025
Q1 		$1.25M Sell
25,024
-14,725
-37% -$732K 0.01% 491
2024
Q4 		$1.97M Buy
39,749
+5,472
+16% +$272K 0.02% 284
2024
Q3 		$1.71M Sell
34,277
-84,292
-71% -$4.19M 0.02% 300
2024
Q2 		$5.87M Sell
118,569
-53,035
-31% -$2.62M 0.07% 134
2024
Q1 		$8.5M Buy
171,604
+21,476
+14% +$1.06M 0.11% 100
2023
Q4 		$7.42M Sell
150,128
-64,285
-30% -$3.16M 0.11% 102
2023
Q3 		$10.5M Buy
214,413
+46,627
+28% +$2.29M 0.17% 65
2023
Q2 		$8.25M Sell
167,786
-13,248
-7% -$651K 0.13% 82
2023
Q1 		$8.91M Sell
181,034
-135,297
-43% -$6.64M 0.15% 71
2022
Q4 		$15.5M Buy
316,331
+96,451
+44% +$4.72M 0.28% 45
2022
Q3 		$10.8M Buy
+219,880
New +$10.8M 0.23% 48

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 $103B AUM 28.65% 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

HB Wealth Management's VUSB Position: Q2 2026 in Review

HB Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 13% in Q2 2026, selling an estimated $249K and leaving 34,561 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #522.

HB Wealth Management first reported a position in VUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.5M in Q4 2022. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • HB Wealth Management held 34,561 shares of Vanguard Ultra-Short Bond ETF worth $1.72M as of Q2 2026.
  • HB Wealth Management sold 4,998 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $249K.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #522 holding.
  • HB Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • HB Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $15.5M in Q4 2022.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.