Insigneo Advisory Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Insigneo Advisory 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 Q1	$205K	Sell	4,115 -116	-3%	-$5.79K	0.01%	644
2025 Q4	$211K	Buy	4,231 +64	+2%	+$3.19K	0.02%	633
2025 Q3	$208K	Buy	+4,167	New	+$208K	0.01%	626

Other funds holding VUSB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BTI

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Insigneo Advisory Services's VUSB Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 2.7% in Q1 2026, selling an estimated $5.79K and leaving 4,115 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #644.

Insigneo Advisory Services first reported a position in VUSB in Q3 2025 and has held it in 3 quarters since. The position peaked at $211K in Q4 2025. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

Insigneo Advisory Services held 4,115 shares of Vanguard Ultra-Short Bond ETF worth $205K as of Q1 2026.
Insigneo Advisory Services sold 116 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $5.79K.
Vanguard Ultra-Short Bond ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q1 2026, its #644 holding.
Insigneo Advisory Services first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and has held it in 3 quarters since.
Insigneo Advisory Services's Vanguard Ultra-Short Bond ETF position peaked at $211K in Q4 2025.
470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.