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J. Derek Lewis & Associates’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

J. Derek Lewis & Associates’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 		$362K Buy
7,270
+77
+1% +$3.83K 0.07% 128
2026
Q1 		$358K Buy
7,193
+49
+0.7% +$2.44K 0.08% 126
2025
Q4 		$356K Buy
+7,144
New +$356K 0.08% 119

Other funds holding VUSB

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
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWI
Red Wave Investments Dillsburg, Pennsylvania $394M AUM 20.27% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

J. Derek Lewis & Associates's VUSB Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.1% in Q2 2026, buying an estimated $3.83K and bringing the position to 7,270 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #128.

J. Derek Lewis & Associates first reported a position in VUSB in Q4 2025 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • J. Derek Lewis & Associates held 7,270 shares of Vanguard Ultra-Short Bond ETF worth $362K as of Q2 2026.
  • J. Derek Lewis & Associates bought 77 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $3.83K.
  • Vanguard Ultra-Short Bond ETF made up 0.07% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #128 holding.
  • J. Derek Lewis & Associates first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.