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Joel Adams & Associates’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Joel Adams & 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 		$538K Buy
10,815
+113
+1% +$5.62K 0.35% 41
2026
Q1 		$533K Buy
+10,702
New +$534K 0.4% 39

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

Joel Adams & Associates's VUSB Position: Q2 2026 in Review

Joel Adams & Associates increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.1% in Q2 2026, buying an estimated $5.62K and bringing the position to 10,815 shares worth $538K. The position accounts for 0.35% of the portfolio, ranked #41.

Joel Adams & Associates first reported a position in VUSB in Q1 2026 and has held it in 2 quarters since. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Joel Adams & Associates held 10,815 shares of Vanguard Ultra-Short Bond ETF worth $538K as of Q2 2026.
  • Joel Adams & Associates bought 113 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $5.62K.
  • Vanguard Ultra-Short Bond ETF made up 0.35% of Joel Adams & Associates's portfolio in Q2 2026, its #41 holding.
  • Joel Adams & Associates first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.