HWM
VUSB icon

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

Heirloom 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 		– Sell
-41,172
Closed -$2.05M – 93
2026
Q1 		$2.05M Buy
+41,172
New +$2.05M 0.37% 36

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

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

Heirloom Wealth Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026, closing a stake of 41,172 shares — an estimated $2.05M sold.

Heirloom Wealth Management first reported a position in VUSB in Q1 2026 and held it in 1 quarter. The position peaked at $2.05M in Q1 2026. 490 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Heirloom Wealth Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 41,172 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $2.05M.
  • Heirloom Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $2.05M in Q1 2026.
  • 490 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.