Inspirion Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Inspirion Wealth 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	$268K	Buy	5,396 +56	+1%	+$2.78K	0.03%	149
2026 Q1	$266K	Buy	5,340 +37	+0.7%	+$1.84K	0.03%	138
2025 Q4	$264K	Buy	5,303 +303	+6%	+$15.1K	0.03%	144
2025 Q3	$250K	Sell	5,000 -166	-3%	-$8.27K	0.03%	131
2025 Q2	$258K	Buy	5,166 +62	+1%	+$3.08K	0.03%	135
2025 Q1	$254K	Buy	5,104 +41	+0.8%	+$2.04K	0.04%	131
2024 Q4	$251K	Buy	5,063 +63	+1%	+$3.13K	0.04%	129
2024 Q3	$250K	Hold	5,000	–	–	0.03%	132
2024 Q2	$248K	Hold	5,000	–	–	0.04%	131
2024 Q1	$248K	Hold	5,000	–	–	0.04%	129
2023 Q4	$247K	Hold	5,000	–	–	0.04%	123
2023 Q3	$246K	Hold	5,000	–	–	0.05%	120
2023 Q2	$246K	Hold	5,000	–	–	0.05%	122
2023 Q1	$246K	Hold	5,000	–	–	0.05%	119
2022 Q4	$245K	Buy	+5,000	New	+$245K	0.05%	111

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

Inspirion Wealth Advisors's VUSB Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1% in Q2 2026, buying an estimated $2.78K and bringing the position to 5,396 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #149.

Inspirion Wealth 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.

Inspirion Wealth Advisors held 5,396 shares of Vanguard Ultra-Short Bond ETF worth $268K as of Q2 2026.
Inspirion Wealth Advisors bought 56 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $2.78K.
Vanguard Ultra-Short Bond ETF made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #149 holding.
Inspirion Wealth 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 Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.