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 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

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

ECML

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

MFA

McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPAS

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Keudell/Morrison Wealth Management's VUSB Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2026 at 15,000 shares worth $747K. The position accounts for 0.14% of the portfolio, ranked #103.

Keudell/Morrison Wealth Management first reported a position in VUSB in Q3 2021 and has held it in 8 quarters since. The position peaked at $930K in Q1 2022. 86 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Keudell/Morrison Wealth Management held 15,000 shares of Vanguard Ultra-Short Bond ETF worth $747K as of Q2 2026.
Keudell/Morrison Wealth Management left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2026.
Vanguard Ultra-Short Bond ETF made up 0.14% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #103 holding.
Keudell/Morrison Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 8 quarters since.
Keudell/Morrison Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $930K in Q1 2022.
86 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.