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

BTI

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

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 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

AOWM

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

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 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. 163 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.
163 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.