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 Q1	$202K	Buy	+4,064	New	+$203K	0.09%	88

Other funds holding VUSB

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Long Island Wealth Management's VUSB Position: Q1 2026 in Review

Long Island Wealth Management opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2026: 4,064 shares worth $202K. The stake represents 0.09% of the portfolio and ranks #88 among its holdings.

472 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

Long Island Wealth Management held 4,064 shares of Vanguard Ultra-Short Bond ETF worth $202K as of Q1 2026.
Vanguard Ultra-Short Bond ETF was a new Long Island Wealth Management position in Q1 2026.
Vanguard Ultra-Short Bond ETF made up 0.09% of Long Island Wealth Management's portfolio in Q1 2026, its #88 holding.
472 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.