Keudell/Morrison Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Keudell/Morrison Wealth 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	$743K	Hold	15,000	–	–	0.13%	107
2026 Q2	$747K	Hold	15,000	–	–	0.14%	103
2026 Q1	$747K	Buy	15,000 +5,000	+50%	+$249K	0.15%	97
2025 Q4	$498K	Buy	+10,000	New	+$499K	0.1%	130
2022 Q4	–	Sell	-8,650	Closed	-$423K	–	194
2022 Q3	$423K	Sell	8,650 -4,170	-33%	-$205K	0.16%	100
2022 Q2	$631K	Sell	12,820 -6,018	-32%	-$297K	0.23%	87
2022 Q1	$930K	Buy	18,838 +10,343	+122%	+$514K	0.39%	64
2021 Q4	$424K	Sell	8,495 -5,990	-41%	-$300K	0.17%	109
2021 Q3	$726K	Buy	+14,485	New	+$726K	0.31%	78

Other funds holding VUSB

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Keudell/Morrison Wealth Management's VUSB Position: Q3 2026 in Review

Keudell/Morrison Wealth Management held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q3 2026 at 15,000 shares worth $743K. The position accounts for 0.13% of the portfolio, ranked #107.

Keudell/Morrison Wealth Management first reported a position in VUSB in Q3 2021 and has held it in 9 quarters since. The position peaked at $930K in Q1 2022. 313 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Keudell/Morrison Wealth Management held 15,000 shares of Vanguard Ultra-Short Bond ETF worth $743K as of Q3 2026.
Keudell/Morrison Wealth Management left its Vanguard Ultra-Short Bond ETF share count unchanged in Q3 2026.
Vanguard Ultra-Short Bond ETF made up 0.13% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #107 holding.
Keudell/Morrison Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 9 quarters since.
Keudell/Morrison Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $930K in Q1 2022.
313 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.