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Leeward Financial Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Leeward Financial Partners’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 		$5.27M Sell
105,776
-115,262
-52% -$5.73M 1.38% 25
2026
Q1 		$11M Buy
221,038
+64,700
+41% +$3.23M 3.27% 10
2025
Q4 		$7.79M Buy
156,338
+65,274
+72% +$3.26M 2.19% 15
2025
Q3 		$4.55M Sell
91,064
-31,858
-26% -$1.59M 1.3% 25
2025
Q2 		$6.13M Buy
122,922
+84,089
+217% +$4.18M 1.94% 18
2025
Q1 		$1.94M Buy
38,833
+1,292
+3% +$64.3K 0.72% 43
2024
Q4 		$1.86M Buy
37,541
+12,464
+50% +$620K 0.66% 40
2024
Q3 		$1.25M Sell
25,077
-5,392
-18% -$268K 0.47% 50
2024
Q2 		$1.51M Buy
30,469
+7,443
+32% +$368K 0.61% 42
2024
Q1 		$1.14M Sell
23,026
-21,140
-48% -$1.05M 0.48% 50
2023
Q4 		$2.18M Buy
44,166
+64
+0.1% +$3.15K 1.05% 34
2023
Q3 		$2.17M Sell
44,102
-2,196
-5% -$108K 1.2% 32
2023
Q2 		$2.28M Sell
46,298
-67,364
-59% -$3.31M 1.31% 30
2023
Q1 		$5.6M Buy
113,662
+61,715
+119% +$3.03M 3.43% 8
2022
Q4 		$2.55M Sell
51,947
-19,529
-27% -$955K 1.76% 21
2022
Q3 		$3.5M Buy
71,476
+2,573
+4% +$126K 2.51% 15
2022
Q2 		$3.39M Sell
68,903
-90,045
-57% -$4.44M 2.33% 17
2022
Q1 		$7.85M Buy
158,948
+135,958
+591% +$6.75M 4.85% 3
2021
Q4 		$1.15M Buy
+22,990
New +$1.15M 0.72% 48

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Leeward Financial Partners's VUSB Position: Q2 2026 in Review

Leeward Financial Partners reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 52% in Q2 2026, selling an estimated $5.73M and leaving 105,776 shares worth $5.27M. The position accounts for 1.38% of the portfolio, ranked #25.

Leeward Financial Partners first reported a position in VUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $11M in Q1 2026. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Leeward Financial Partners held 105,776 shares of Vanguard Ultra-Short Bond ETF worth $5.27M as of Q2 2026.
  • Leeward Financial Partners sold 115,262 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $5.73M.
  • Vanguard Ultra-Short Bond ETF made up 1.38% of Leeward Financial Partners's portfolio in Q2 2026, its #25 holding.
  • Leeward Financial Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Leeward Financial Partners's Vanguard Ultra-Short Bond ETF position peaked at $11M in Q1 2026.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.