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HBK Sorce Advisory’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

HBK Sorce Advisory’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
Q1 		$272K Sell
5,479
-188
-3% -$9.38K 0.01% 515
2025
Q4 		$283K Buy
5,667
+2
+0% +$100 0.01% 493
2025
Q3 		$283K Buy
5,665
+1
+0% +$50 0.01% 488
2025
Q2 		$282K Sell
5,664
-168
-3% -$8.35K 0.01% 474
2025
Q1 		$291K Buy
5,832
+1,009
+21% +$50.2K 0.01% 458
2024
Q4 		$239K Buy
+4,823
New +$240K 0.01% 504
2024
Q3 		– Sell
-4,622
Closed -$229K – 605
2024
Q2 		$229K Sell
4,622
-1,265
-21% -$62.5K 0.01% 496
2024
Q1 		$292K Sell
5,887
-11,188
-66% -$554K 0.01% 457
2023
Q4 		$844K Sell
17,075
-5,559
-25% -$274K 0.03% 226
2023
Q3 		$1.11M Sell
22,634
-16,218
-42% -$797K 0.05% 177
2023
Q2 		$1.91M Sell
38,852
-3,639
-9% -$179K 0.08% 140
2023
Q1 		$2.09M Sell
42,491
-49,893
-54% -$2.45M 0.09% 136
2022
Q4 		$4.53M Buy
92,384
+12,153
+15% +$594K 0.12% 117
2022
Q3 		$3.93M Buy
80,231
+29,828
+59% +$1.47M 0.26% 61
2022
Q2 		$2.48M Buy
50,403
+7,837
+18% +$386K 0.18% 85
2022
Q1 		$2.1M Buy
42,566
+34,366
+419% +$1.71M 0.12% 124
2021
Q4 		$410K Buy
+8,200
New +$410K 0.02% 374

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

HBK Sorce Advisory's VUSB Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.3% in Q1 2026, selling an estimated $9.38K and leaving 5,479 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #515.

HBK Sorce Advisory first reported a position in VUSB in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.53M in Q4 2022. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • HBK Sorce Advisory held 5,479 shares of Vanguard Ultra-Short Bond ETF worth $272K as of Q1 2026.
  • HBK Sorce Advisory sold 188 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $9.38K.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #515 holding.
  • HBK Sorce Advisory first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • HBK Sorce Advisory's Vanguard Ultra-Short Bond ETF position peaked at $4.53M in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.