IEQ Capital’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

IEQ Capital’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	$206K	Buy	+4,141	New	+$206K	﹤0.01%	1826
2025 Q4	–	Sell	-4,085	Closed	-$204K	–	2026
2025 Q3	$204K	Buy	+4,085	New	+$204K	﹤0.01%	1679
2022 Q3	–	Sell	-15,517	Closed	-$763K	–	888
2022 Q2	$763K	Buy	15,517 +1,262	+9%	+$62.2K	0.02%	366
2022 Q1	$704K	Buy	14,255 +6,404	+82%	+$318K	0.02%	410
2021 Q4	$392K	Buy	+7,851	New	+$393K	0.01%	522

Other funds holding VUSB

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

IEQ Capital's VUSB Position: Q2 2026 in Review

IEQ Capital opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026: 4,141 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1826 among its holdings. This is a return to the name: IEQ Capital previously reported a position in VUSB as recently as Q3 2025.

IEQ Capital first reported a position in VUSB in Q4 2021 and has held it in 5 quarters since. The position peaked at $763K in Q2 2022. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

IEQ Capital held 4,141 shares of Vanguard Ultra-Short Bond ETF worth $206K as of Q2 2026.
Vanguard Ultra-Short Bond ETF was a new IEQ Capital position in Q2 2026.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1826 holding.
IEQ Capital first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 5 quarters since.
IEQ Capital's Vanguard Ultra-Short Bond ETF position peaked at $763K in Q2 2022.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.