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Kestra Private Wealth Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Kestra Private Wealth 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
Q2 		$585K Sell
11,761
-26,130
-69% -$1.3M 0.01% 1156
2026
Q1 		$1.89M Buy
37,891
+18,323
+94% +$914K 0.02% 576
2025
Q4 		$975K Buy
19,568
+11,809
+152% +$589K 0.01% 819
2025
Q3 		$388K Sell
7,759
-2,813
-27% -$140K 0.01% 1229
2025
Q2 		$527K Sell
10,572
-6,236
-37% -$310K 0.01% 1014
2025
Q1 		$838K Buy
16,808
+275
+2% +$13.7K 0.01% 745
2024
Q4 		$820K Buy
16,533
+368
+2% +$18.3K 0.01% 718
2024
Q3 		$807K Buy
16,165
+811
+5% +$40.3K 0.01% 682
2024
Q2 		$760K Sell
15,354
-1
-0% -$49 0.02% 671
2024
Q1 		$761K Sell
15,355
-11,199
-42% -$554K 0.02% 640
2023
Q4 		$1.31M Buy
26,554
+3,927
+17% +$193K 0.03% 451
2023
Q3 		$1.11M Buy
22,627
+2,798
+14% +$137K 0.04% 436
2023
Q2 		$975K Sell
19,829
-61,134
-76% -$3M 0.03% 450
2023
Q1 		$3.99M Sell
80,963
-4,595
-5% -$226K 0.16% 149
2022
Q4 		$4.19M Buy
85,558
+22,561
+36% +$1.1M 0.21% 125
2022
Q3 		$3.08M Buy
62,997
+1,448
+2% +$71.2K 0.18% 139
2022
Q2 		$3.03M Buy
61,549
+49,544
+413% +$2.44M 0.17% 144
2022
Q1 		$593K Buy
+12,005
New +$596K 0.03% 518

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

Kestra Private Wealth Services's VUSB Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 69% in Q2 2026, selling an estimated $1.3M and leaving 11,761 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #1156.

Kestra Private Wealth Services first reported a position in VUSB in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.19M in Q4 2022. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Kestra Private Wealth Services held 11,761 shares of Vanguard Ultra-Short Bond ETF worth $585K as of Q2 2026.
  • Kestra Private Wealth Services sold 26,130 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $1.3M.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1156 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Kestra Private Wealth Services's Vanguard Ultra-Short Bond ETF position peaked at $4.19M in Q4 2022.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.