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HM Payson & Co’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

HM Payson & Co’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 		– Sell
-105
Closed -$5.23K – 1224
2025
Q4 		$5.23K Buy
+105
New +$5.24K ﹤0.01% 976
2022
Q1 		– Sell
-60,205
Closed -$3.01M – 1161
2021
Q4 		$3.01M Sell
60,205
-30,900
-34% -$1.55M 0.07% 133
2021
Q3 		$4.57M Buy
91,105
+28,205
+45% +$1.41M 0.11% 111
2021
Q2 		$3.15M Buy
+62,900
New +$3.15M 0.08% 136

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

HM Payson & Co's VUSB Position: Q1 2026 in Review

HM Payson & Co sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2026, closing a stake of 105 shares — an estimated $5.23K sold.

HM Payson & Co first reported a position in VUSB in Q2 2021 and held it in 4 quarters. The position peaked at $4.57M in Q3 2021. 473 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • HM Payson & Co reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2026 after selling out during the quarter.
  • HM Payson & Co sold 105 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $5.23K.
  • HM Payson & Co first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and held it in 4 quarters.
  • HM Payson & Co's Vanguard Ultra-Short Bond ETF position peaked at $4.57M in Q3 2021.
  • 473 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.