J. Derek Lewis & Associates
VUSB icon

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
Q3 		$364K Buy
7,348
+78
+1% +$3.87K 0.07% 132
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

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LPL Financial
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
DMKC Advisory Services
DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

J. Derek Lewis & Associates's VUSB Position: Q3 2026 in Review

J. Derek Lewis & Associates increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.1% in Q3 2026, buying an estimated $3.87K and bringing the position to 7,348 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #132.

J. Derek Lewis & Associates first reported a position in VUSB in Q4 2025 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • J. Derek Lewis & Associates held 7,348 shares of Vanguard Ultra-Short Bond ETF worth $364K as of Q3 2026.
  • J. Derek Lewis & Associates bought 78 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $3.87K.
  • Vanguard Ultra-Short Bond ETF made up 0.07% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #132 holding.
  • J. Derek Lewis & Associates first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 358 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.