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

Lebenthal Global 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
Q1 		$2.86M Buy
57,416
+222
+0.4% +$11.1K 0.42% 46
2025
Q4 		$2.85M Buy
57,194
+1,227
+2% +$61.2K 0.44% 40
2025
Q3 		$2.8M Sell
55,967
-627
-1% -$31.2K 0.49% 36
2025
Q2 		$2.82M Buy
56,594
+33,540
+145% +$1.67M 0.53% 33
2025
Q1 		$1.15M Sell
23,054
-793
-3% -$39.4K 0.22% 65
2024
Q4 		$1.18M Sell
23,847
-430
-2% -$21.4K 0.22% 71
2024
Q3 		$1.21M Buy
24,277
+332
+1% +$16.5K 0.25% 59
2024
Q2 		$1.19M Buy
23,945
+261
+1% +$12.9K 0.26% 48
2024
Q1 		$1.17M Buy
23,684
+67
+0.3% +$3.32K 0.26% 46
2023
Q4 		$1.17M Sell
23,617
-57,105
-71% -$2.81M 0.27% 43
2023
Q3 		$3.97M Sell
80,722
-109,888
-58% -$5.4M 1.2% 16
2023
Q2 		$9.37M Sell
190,610
-4,155
-2% -$204K 2.72% 10
2023
Q1 		$9.59M Buy
194,765
+85,444
+78% +$4.2M 2.94% 9
2022
Q4 		$5.36M Buy
109,321
+38,634
+55% +$1.89M 1.76% 14
2022
Q3 		$3.46M Buy
+70,687
New +$3.47M 1.58% 16

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Lebenthal Global Advisors's VUSB Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.39% in Q1 2026, buying an estimated $11.1K and bringing the position to 57,416 shares worth $2.86M. The position accounts for 0.42% of the portfolio, ranked #46.

Lebenthal Global Advisors first reported a position in VUSB in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.59M in Q1 2023. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Lebenthal Global Advisors held 57,416 shares of Vanguard Ultra-Short Bond ETF worth $2.86M as of Q1 2026.
  • Lebenthal Global Advisors bought 222 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $11.1K.
  • Vanguard Ultra-Short Bond ETF made up 0.42% of Lebenthal Global Advisors's portfolio in Q1 2026, its #46 holding.
  • Lebenthal Global Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Lebenthal Global Advisors's Vanguard Ultra-Short Bond ETF position peaked at $9.59M in Q1 2023.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.