Joseph Group Capital Management
VUSB icon

Joseph Group Capital Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Joseph Group Capital Management’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 		$857K Sell
17,289
-2,692
-13% -$134K 0.15% 57
2026
Q2 		$995K Sell
19,981
-2,844
-12% -$141K 0.21% 54
2026
Q1 		$1.14M Buy
22,825
+3,057
+15% +$152K 0.28% 49
2025
Q4 		$985K Sell
19,768
-6,039
-23% -$301K 0.26% 50
2025
Q3 		$1.29M Sell
25,807
-3,761
-13% -$187K 0.36% 48
2025
Q2 		$1.47M Sell
29,568
-1,461
-5% -$72.6K 0.5% 45
2025
Q1 		$1.55M Sell
31,029
-2,969
-9% -$148K 0.59% 42
2024
Q4 		$1.69M Sell
33,998
-18,702
-35% -$930K 0.66% 41
2024
Q3 		$2.63M Buy
52,700
+147
+0.3% +$7.3K 1.01% 30
2024
Q2 		$2.6M Buy
52,553
+2,297
+5% +$113K 1.35% 23
2024
Q1 		$2.49M Buy
50,256
+5,291
+12% +$262K 1.25% 23
2023
Q4 		$2.22M Buy
44,965
+9,821
+28% +$483K 1.29% 18
2023
Q3 		$1.73M Buy
35,144
+6,159
+21% +$303K 1.24% 23
2023
Q2 		$1.42M Buy
28,985
+2,555
+10% +$126K 1.2% 24
2023
Q1 		$1.3M Buy
26,430
+1,998
+8% +$98.1K 1.14% 25
2022
Q4 		$1.2M Sell
24,432
-2,813
-10% -$138K 1.14% 27
2022
Q3 		$1.33M Buy
27,245
+2,687
+11% +$132K 1.46% 21
2022
Q2 		$1.21M Buy
24,558
+1,575
+7% +$77.6K 1.21% 26
2022
Q1 		$1.14M Sell
22,983
-7,011
-23% -$348K 1.14% 30
2021
Q4 		$1.5M Buy
+29,994
New +$1.5M 1.44% 23

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Joseph Group Capital Management's VUSB Position: Q3 2026 in Review

Joseph Group Capital Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 13% in Q3 2026, selling an estimated $134K and leaving 17,289 shares worth $857K. The position accounts for 0.15% of the portfolio, ranked #57.

Joseph Group Capital Management first reported a position in VUSB in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.63M in Q3 2024. 461 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • Joseph Group Capital Management held 17,289 shares of Vanguard Ultra-Short Bond ETF worth $857K as of Q3 2026.
  • Joseph Group Capital Management sold 2,692 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $134K.
  • Vanguard Ultra-Short Bond ETF made up 0.15% of Joseph Group Capital Management's portfolio in Q3 2026, its #57 holding.
  • Joseph Group Capital Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Joseph Group Capital Management's Vanguard Ultra-Short Bond ETF position peaked at $2.63M in Q3 2024.
  • 461 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Joseph Group Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.