LAM Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

LAM Group’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	$22.2K	Buy	446 +8	+2%	+$398	0.01%	99
2026 Q1	$21.8K	Buy	+438	New	+$21.8K	0.01%	98
2025 Q1	–	Sell	-403	Closed	-$20K	–	125
2024 Q4	$20K	Buy	403 +5	+1%	+$249	0.01%	90
2024 Q3	$19.9K	Sell	398 -10	-2%	-$497	0.01%	88
2024 Q2	$20.2K	Buy	408 +3	+0.7%	+$148	0.02%	86
2024 Q1	$20.1K	Buy	405 +2	+0.5%	+$99	0.02%	88
2023 Q4	$19.9K	Buy	+403	New	+$19.8K	0.02%	80

Other funds holding VUSB

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

DAS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

5NPW

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

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

LAM Group's VUSB Position: Q2 2026 in Review

LAM Group increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.8% in Q2 2026, buying an estimated $398 and bringing the position to 446 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #99.

LAM Group first reported a position in VUSB in Q4 2023 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

LAM Group held 446 shares of Vanguard Ultra-Short Bond ETF worth $22.2K as of Q2 2026.
LAM Group bought 8 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $398.
Vanguard Ultra-Short Bond ETF made up 0.01% of LAM Group's portfolio in Q2 2026, its #99 holding.
LAM Group first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.