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

Howard 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 		$450K Buy
9,040
+644
+8% +$32K 0.17% 96
2026
Q1 		$418K Buy
8,396
+1,899
+29% +$94.7K 0.18% 96
2025
Q4 		$324K Buy
6,497
+2,024
+45% +$101K 0.14% 99
2025
Q3 		$224K Buy
+4,473
New +$223K 0.1% 120

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

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

Howard Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 7.7% in Q2 2026, buying an estimated $32K and bringing the position to 9,040 shares worth $450K. The position accounts for 0.17% of the portfolio, ranked #96.

Howard Wealth Management first reported a position in VUSB in Q3 2025 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Howard Wealth Management held 9,040 shares of Vanguard Ultra-Short Bond ETF worth $450K as of Q2 2026.
  • Howard Wealth Management bought 644 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $32K.
  • Vanguard Ultra-Short Bond ETF made up 0.17% of Howard Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Howard Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.