Hopwood Financial Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Hopwood Financial Services’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	$229K	Sell	4,600 -400	-8%	-$19.9K	0.13%	84
2026 Q1	$249K	Hold	5,000	–	–	0.17%	73
2025 Q4	$249K	Hold	5,000	–	–	0.18%	77
2025 Q3	$250K	Hold	5,000	–	–	0.17%	78
2025 Q2	$249K	Hold	5,000	–	–	0.19%	71
2025 Q1	$249K	Hold	5,000	–	–	0.19%	73
2024 Q4	$248K	Buy	+5,000	New	+$249K	0.19%	72

Other funds holding VUSB

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Hopwood Financial Services's VUSB Position: Q2 2026 in Review

Hopwood Financial Services reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 8% in Q2 2026, selling an estimated $19.9K and leaving 4,600 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #84.

Hopwood Financial Services first reported a position in VUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q3 2025. 225 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Hopwood Financial Services held 4,600 shares of Vanguard Ultra-Short Bond ETF worth $229K as of Q2 2026.
Hopwood Financial Services sold 400 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $19.9K.
Vanguard Ultra-Short Bond ETF made up 0.13% of Hopwood Financial Services's portfolio in Q2 2026, its #84 holding.
Hopwood Financial Services first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
Hopwood Financial Services's Vanguard Ultra-Short Bond ETF position peaked at $250K in Q3 2025.
225 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.