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Life Planning Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Life Planning 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 		$941K Sell
18,901
-694
-4% -$34.5K 0.7% 35
2026
Q1 		$976K Buy
19,595
+5
+0% +$249 0.74% 34
2025
Q4 		$976K Buy
19,590
+2,607
+15% +$130K 0.75% 35
2025
Q3 		$849K Buy
16,983
+3,007
+22% +$150K 0.62% 36
2025
Q2 		$697K Sell
13,976
-385
-3% -$19.1K 0.55% 36
2025
Q1 		$716K Sell
14,361
-322
-2% -$16K 0.65% 33
2024
Q4 		$729K Sell
14,683
-401
-3% -$19.9K 0.67% 33
2024
Q3 		$753K Sell
15,084
-772
-5% -$38.4K 0.67% 33
2024
Q2 		$785K Sell
15,856
-111
-0.7% -$5.48K 0.71% 28
2024
Q1 		$791K Sell
15,967
-200
-1% -$9.9K 0.79% 27
2023
Q4 		$799K Buy
+16,167
New +$796K 0.79% 27
2022
Q3 		$575K Sell
11,755
-140
-1% -$6.88K 0.66% 32
2022
Q2 		$585K Buy
11,895
+581
+5% +$28.6K 0.66% 33
2022
Q1 		$557K Sell
11,314
-4,288
-27% -$213K 0.57% 34
2021
Q4 		$779K Buy
+15,602
New +$780K 0.78% 29

Other funds holding VUSB

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
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
FWM
Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

Life Planning Partners's VUSB Position: Q2 2026 in Review

Life Planning Partners reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.5% in Q2 2026, selling an estimated $34.5K and leaving 18,901 shares worth $941K. The position accounts for 0.7% of the portfolio, ranked #35.

Life Planning Partners first reported a position in VUSB in Q4 2021 and has held it in 15 quarters since. The position peaked at $976K in Q4 2025. 270 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Life Planning Partners held 18,901 shares of Vanguard Ultra-Short Bond ETF worth $941K as of Q2 2026.
  • Life Planning Partners sold 694 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $34.5K.
  • Vanguard Ultra-Short Bond ETF made up 0.7% of Life Planning Partners's portfolio in Q2 2026, its #35 holding.
  • Life Planning Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Life Planning Partners's Vanguard Ultra-Short Bond ETF position peaked at $976K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.