Long Island Wealth Management
VUSB icon

Long Island Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Long Island Wealth Management’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 		– Sell
-5,674
Closed -$282K – 103
2026
Q2 		$282K Buy
5,674
+1,610
+40% +$80.1K 0.12% 79
2026
Q1 		$202K Buy
+4,064
New +$203K 0.09% 88

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Long Island Wealth Management's VUSB Position: Q3 2026 in Review

Long Island Wealth Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2026, closing a stake of 5,674 shares — an estimated $282K sold.

Long Island Wealth Management first reported a position in VUSB in Q1 2026 and held it in 2 quarters. The position peaked at $282K in Q2 2026. 461 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • Long Island Wealth Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Long Island Wealth Management sold 5,674 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $282K.
  • Long Island Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2026 and held it in 2 quarters.
  • Long Island Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $282K in Q2 2026.
  • 461 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Long Island Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.