Keel Point’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Keel Point’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 Q1	$416K	Buy	8,359 +23	+0.3%	+$1.15K	0.03%	294
2025 Q4	$415K	Sell	8,336 -1,949	-19%	-$97.2K	0.03%	338
2025 Q3	$514K	Buy	10,285 +61	+0.6%	+$3.04K	0.03%	291
2025 Q2	$510K	Buy	10,224 +62	+0.6%	+$3.08K	0.03%	289
2025 Q1	$507K	Buy	10,162 +42	+0.4%	+$2.09K	0.04%	249
2024 Q4	$502K	Sell	10,120 -214	-2%	-$10.6K	0.04%	238
2024 Q3	$516K	Buy	10,334 +23	+0.2%	+$1.14K	0.04%	232
2024 Q2	$512K	Sell	10,311 -608	-6%	-$30K	0.05%	221
2024 Q1	$541K	Buy	10,919 +50	+0.5%	+$2.47K	0.06%	186
2023 Q4	$537K	Buy	10,869 +96	+0.9%	+$4.73K	0.06%	164
2023 Q3	$530K	Buy	10,773 +66	+0.6%	+$3.24K	0.07%	155
2023 Q2	$526K	Sell	10,707 -4,030	-27%	-$198K	0.07%	160
2023 Q1	$726K	Buy	14,737 +35	+0.2%	+$1.72K	0.1%	127
2022 Q4	$720K	Buy	+14,702	New	+$719K	0.11%	126

Other funds holding VUSB

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return