LAM Group
VUSB icon

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
Q3 		$22.8K Buy
460
+14
+3% +$695 0.01% 97
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Fonville Wealth Management
Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

LAM Group's VUSB Position: Q3 2026 in Review

LAM Group increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.1% in Q3 2026, buying an estimated $695 and bringing the position to 460 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #97.

LAM Group first reported a position in VUSB in Q4 2023 and has held it in 8 quarters since. 221 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • LAM Group held 460 shares of Vanguard Ultra-Short Bond ETF worth $22.8K as of Q3 2026.
  • LAM Group bought 14 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $695.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of LAM Group's portfolio in Q3 2026, its #97 holding.
  • LAM Group first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • 221 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.