Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$1.57M	Hold	31,460	–	–	0.02%	140
2026 Q1	$1.56M	Hold	31,460	–	–	0.02%	135
2025 Q4	$1.57M	Buy	31,460 +4,000	+15%	+$200K	0.01%	140
2025 Q3	$1.37M	Buy	27,460 +4,015	+17%	+$200K	0.01%	144
2025 Q2	$1.17M	Hold	23,445	–	–	0.01%	149
2025 Q1	$1.16M	Hold	23,445	–	–	0.01%	149
2024 Q4	$1.17M	Buy	23,445 +3,020	+15%	+$150K	0.01%	154
2024 Q3	$1.02M	Buy	20,425 +5,025	+33%	+$250K	0.01%	161
2024 Q2	$763K	Buy	15,400 +6,070	+65%	+$300K	0.01%	174
2024 Q1	$461K	Buy	+9,330	New	+$462K	﹤0.01%	203

Other funds holding VUSB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's VUSB Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2026 at 31,460 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #140.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VUSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.57M in Q4 2025. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 31,460 shares of Vanguard Ultra-Short Bond ETF worth $1.57M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2026.
Vanguard Ultra-Short Bond ETF made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #140 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2024 and has held it in 10 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Ultra-Short Bond ETF position peaked at $1.57M in Q4 2025.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.