Latitude Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Latitude Advisors’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	$658K	Buy	13,210 +20	+0.2%	+$994	0.26%	93
2026 Q1	$657K	Sell	13,190 -445	-3%	-$22.2K	0.3%	85
2025 Q4	$680K	Buy	13,635 +898	+7%	+$44.8K	0.3%	83
2025 Q3	$637K	Buy	12,737 +20	+0.2%	+$997	0.29%	85
2025 Q2	$634K	Sell	12,717 -5	-0%	-$248	0.32%	75
2025 Q1	$634K	Sell	12,722 -1,099	-8%	-$54.7K	0.37%	68
2024 Q4	$686K	Buy	13,821 +533	+4%	+$26.5K	0.39%	62
2024 Q3	$664K	Buy	13,288 +221	+2%	+$11K	0.38%	67
2024 Q2	$647K	Sell	13,067 -389	-3%	-$19.2K	0.4%	57
2024 Q1	$667K	Buy	13,456 +211	+2%	+$10.4K	0.42%	53
2023 Q4	$655K	Sell	13,245 -287	-2%	-$14.1K	0.46%	45
2023 Q3	$666K	Hold	13,532	–	–	0.48%	44
2023 Q2	$665K	Buy	13,532 +1,927	+17%	+$94.7K	0.46%	42
2023 Q1	$571K	Buy	11,605 +1,129	+11%	+$55.4K	0.41%	49
2022 Q4	$513K	Buy	10,476 +1,553	+17%	+$76K	0.38%	53
2022 Q3	$437K	Buy	+8,923	New	+$439K	0.36%	60

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

Latitude Advisors's VUSB Position: Q2 2026 in Review

Latitude Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.15% in Q2 2026, buying an estimated $994 and bringing the position to 13,210 shares worth $658K. The position accounts for 0.26% of the portfolio, ranked #93.

Latitude Advisors first reported a position in VUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $686K in Q4 2024. 210 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Latitude Advisors held 13,210 shares of Vanguard Ultra-Short Bond ETF worth $658K as of Q2 2026.
Latitude Advisors bought 20 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $994.
Vanguard Ultra-Short Bond ETF made up 0.26% of Latitude Advisors's portfolio in Q2 2026, its #93 holding.
Latitude Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 16 quarters since.
Latitude Advisors's Vanguard Ultra-Short Bond ETF position peaked at $686K in Q4 2024.
210 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.