Legacy Solutions LLC’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Legacy Solutions LLC’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	$2.09M	Sell	42,279 -382	-0.9%	-$19K	1.6%	14
2026 Q2	$2.12M	Sell	42,661 -634	-1%	-$31.5K	1.72%	13
2026 Q1	$2.16M	Buy	43,295 +3,470	+9%	+$173K	2%	13
2025 Q4	$1.98M	Buy	39,825 +8,264	+26%	+$412K	1.74%	13
2025 Q3	$1.58M	Buy	31,561 +1,486	+5%	+$74K	1.42%	15
2025 Q2	$1.5M	Buy	30,075 +4,976	+20%	+$247K	1.44%	15
2025 Q1	$1.25M	Buy	25,099 +816	+3%	+$40.6K	1.38%	17
2024 Q4	$1.2M	Buy	+24,283	New	+$1.21M	1.31%	17

Other funds holding VUSB

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $105M AUM 12.4% 1-Year Est. Return

Finivi Inc Westborough, Massachusetts $210M AUM 21.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Legacy Solutions LLC's VUSB Position: Q3 2026 in Review

Legacy Solutions LLC reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.9% in Q3 2026, selling an estimated $19K and leaving 42,279 shares worth $2.09M. The position accounts for 1.6% of the portfolio, ranked #14.

Legacy Solutions LLC first reported a position in VUSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.16M in Q1 2026. 63 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Legacy Solutions LLC held 42,279 shares of Vanguard Ultra-Short Bond ETF worth $2.09M as of Q3 2026.
Legacy Solutions LLC sold 382 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $19K.
Vanguard Ultra-Short Bond ETF made up 1.6% of Legacy Solutions LLC's portfolio in Q3 2026, its #14 holding.
Legacy Solutions LLC first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2024 and has held it in 8 quarters since.
Legacy Solutions LLC's Vanguard Ultra-Short Bond ETF position peaked at $2.16M in Q1 2026.
63 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.