KAS
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Kestra Advisory Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Kestra Advisory Services’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 		$13.5M Buy
271,655
+9,264
+4% +$462K 0.05% 376
2025
Q4 		$13.1M Buy
262,391
+19,159
+8% +$956K 0.05% 344
2025
Q3 		$12.2M Buy
243,232
+35,360
+17% +$1.76M 0.06% 340
2025
Q2 		$10.4M Buy
207,872
+11,906
+6% +$592K 0.05% 367
2025
Q1 		$9.77M Buy
195,966
+23,224
+13% +$1.16M 0.05% 355
2024
Q4 		$8.57M Buy
172,742
+49,167
+40% +$2.44M 0.05% 395
2024
Q3 		$6.17M Buy
123,575
+73,386
+146% +$3.65M 0.03% 525
2024
Q2 		$2.49M Buy
50,189
+26,426
+111% +$1.31M 0.01% 853
2024
Q1 		$1.18M Buy
23,763
+5,676
+31% +$281K 0.01% 1147
2023
Q4 		$894K Buy
18,087
+4,396
+32% +$216K 0.01% 1185
2023
Q3 		$673K Sell
13,691
-3,719
-21% -$183K 0.01% 1206
2023
Q2 		$856K Buy
17,410
+977
+6% +$48K 0.01% 1056
2023
Q1 		$809K Sell
16,433
-172,332
-91% -$8.46M 0.01% 1047
2022
Q4 		$9.25M Buy
188,765
+172,505
+1,061% +$8.44M 0.08% 265
2022
Q3 		$796K Buy
16,260
+5,004
+44% +$246K 0.01% 1075
2022
Q2 		$554K Buy
+11,256
New +$555K 0.01% 1274

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
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
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTI
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
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Kestra Advisory Services's VUSB Position: Q1 2026 in Review

Kestra Advisory Services increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.5% in Q1 2026, buying an estimated $462K and bringing the position to 271,655 shares worth $13.5M. The position accounts for 0.05% of the portfolio, ranked #376.

Kestra Advisory Services first reported a position in VUSB in Q2 2022 and has held it in 16 quarters since. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Kestra Advisory Services held 271,655 shares of Vanguard Ultra-Short Bond ETF worth $13.5M as of Q1 2026.
  • Kestra Advisory Services bought 9,264 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $462K.
  • Vanguard Ultra-Short Bond ETF made up 0.05% of Kestra Advisory Services's portfolio in Q1 2026, its #376 holding.
  • Kestra Advisory Services first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.