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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
Q3 		$690K Buy
13,932
+722
+5% +$35.8K 0.21% 94
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

Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return
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
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
DMKC Advisory Services
DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fonville Wealth Management
Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Latitude Advisors's VUSB Position: Q3 2026 in Review

Latitude Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 5.5% in Q3 2026, buying an estimated $35.8K and bringing the position to 13,932 shares worth $690K. The position accounts for 0.21% of the portfolio, ranked #94.

Latitude Advisors first reported a position in VUSB in Q3 2022 and has held it in 17 quarters since. 313 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • Latitude Advisors held 13,932 shares of Vanguard Ultra-Short Bond ETF worth $690K as of Q3 2026.
  • Latitude Advisors bought 722 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $35.8K.
  • Vanguard Ultra-Short Bond ETF made up 0.21% of Latitude Advisors's portfolio in Q3 2026, its #94 holding.
  • Latitude Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • 313 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.