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Integrated Wealth Concepts’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Integrated Wealth Concepts’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 		$5.52M Buy
110,862
+54,989
+98% +$2.73M 0.03% 550
2026
Q1 		$2.78M Sell
55,873
-2,206
-4% -$110K 0.02% 638
2025
Q4 		$2.89M Sell
58,079
-10,255
-15% -$511K 0.03% 435
2025
Q3 		$3.42M Buy
68,334
+1,789
+3% +$89.1K 0.03% 492
2025
Q2 		$3.32M Sell
66,545
-3,958
-6% -$197K 0.03% 459
2025
Q1 		$3.51M Buy
70,503
+1,071
+2% +$53.3K 0.04% 404
2024
Q4 		$3.45M Sell
69,432
-911
-1% -$45.3K 0.04% 384
2024
Q3 		$3.51M Buy
70,343
+1,044
+2% +$51.9K 0.04% 370
2024
Q2 		$3.43M Sell
69,299
-25
-0% -$1.24K 0.05% 351
2024
Q1 		$3.44M Buy
69,324
+46,777
+207% +$2.31M 0.05% 354
2023
Q4 		$1.11M Buy
+22,547
New +$1.11M 0.02% 685

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 $103B AUM 28.65% 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

Integrated Wealth Concepts's VUSB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 98% in Q2 2026, buying an estimated $2.73M and bringing the position to 110,862 shares worth $5.52M. The position accounts for 0.03% of the portfolio, ranked #550.

Integrated Wealth Concepts first reported a position in VUSB in Q4 2023 and has held it in 11 quarters since. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Integrated Wealth Concepts held 110,862 shares of Vanguard Ultra-Short Bond ETF worth $5.52M as of Q2 2026.
  • Integrated Wealth Concepts bought 54,989 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $2.73M.
  • Vanguard Ultra-Short Bond ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #550 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.