Lido Advisors
VUSB icon

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

Lido 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 		$268K Sell
5,385
-137
-2% -$6.83K ﹤0.01% 1624
2025
Q4 		$276K Sell
5,522
-196
-3% -$9.78K ﹤0.01% 1608
2025
Q3 		$286K Buy
+5,718
New +$285K ﹤0.01% 1512

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 $9.54B AUM 19.86% 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

Lido Advisors's VUSB Position: Q1 2026 in Review

Lido Advisors reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 2.5% in Q1 2026, selling an estimated $6.83K and leaving 5,385 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Lido Advisors first reported a position in VUSB in Q3 2025 and has held it in 3 quarters since. The position peaked at $286K in Q3 2025. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Lido Advisors held 5,385 shares of Vanguard Ultra-Short Bond ETF worth $268K as of Q1 2026.
  • Lido Advisors sold 137 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $6.83K.
  • Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1624 holding.
  • Lido Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Lido Advisors's Vanguard Ultra-Short Bond ETF position peaked at $286K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.