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HTG Investment Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

HTG Investment Advisors’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 		$13.5M Buy
270,624
+76,894
+40% +$3.82M 3.45% 10
2026
Q1 		$9.64M Buy
193,730
+70,548
+57% +$3.52M 2.74% 14
2025
Q4 		$6.14M Buy
123,182
+19,145
+18% +$955K 1.89% 15
2025
Q3 		$5.2M Buy
104,037
+16,900
+19% +$842K 1.75% 15
2025
Q2 		$4.35M Buy
87,137
+10,297
+13% +$512K 1.62% 16
2025
Q1 		$3.83M Buy
76,840
+7,112
+10% +$354K 1.6% 15
2024
Q4 		$3.46M Buy
69,728
+3,501
+5% +$174K 1.58% 16
2024
Q3 		$3.31M Buy
66,227
+6,842
+12% +$340K 1.56% 15
2024
Q2 		$2.94M Buy
59,385
+8,505
+17% +$420K 1.59% 15
2024
Q1 		$2.52M Buy
50,880
+1,459
+3% +$72.2K 1.46% 16
2023
Q4 		$2.44M Buy
49,421
+9,928
+25% +$489K 1.6% 16
2023
Q3 		$1.94M Buy
39,493
+3,435
+10% +$169K 1.56% 17
2023
Q2 		$1.77M Buy
36,058
+3,030
+9% +$149K 1.46% 17
2023
Q1 		$1.63M Buy
33,028
+6,663
+25% +$327K 1.48% 17
2022
Q4 		$1.29M Buy
+26,365
New +$1.29M 1.31% 18

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

HTG Investment Advisors's VUSB Position: Q2 2026 in Review

HTG Investment Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 40% in Q2 2026, buying an estimated $3.82M and bringing the position to 270,624 shares worth $13.5M. The position accounts for 3.45% of the portfolio, ranked #10.

HTG Investment Advisors first reported a position in VUSB in Q4 2022 and has held it in 15 quarters since. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • HTG Investment Advisors held 270,624 shares of Vanguard Ultra-Short Bond ETF worth $13.5M as of Q2 2026.
  • HTG Investment Advisors bought 76,894 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $3.82M.
  • Vanguard Ultra-Short Bond ETF made up 3.45% of HTG Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • HTG Investment Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.