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Lowery Thomas LLC’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Lowery Thomas LLC’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 		$5.17M Buy
103,799
+18,176
+21% +$904K 2.52% 12
2026
Q1 		$4.26M Buy
85,623
+10,120
+13% +$505K 2.44% 14
2025
Q4 		$3.76M Buy
75,503
+4,828
+7% +$241K 2.13% 14
2025
Q3 		$3.53M Buy
70,675
+18,727
+36% +$933K 2.04% 14
2025
Q2 		$2.59M Buy
51,948
+10,878
+26% +$540K 1.66% 22
2025
Q1 		$2.05M Buy
41,070
+29,473
+254% +$1.47M 1.4% 23
2024
Q4 		$575K Buy
+11,597
New +$576K 0.38% 42

Other funds holding VUSB

JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Lowery Thomas LLC's VUSB Position: Q2 2026 in Review

Lowery Thomas LLC increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 21% in Q2 2026, buying an estimated $904K and bringing the position to 103,799 shares worth $5.17M. The position accounts for 2.52% of the portfolio, ranked #12.

Lowery Thomas LLC first reported a position in VUSB in Q4 2024 and has held it in 7 quarters since. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Lowery Thomas LLC held 103,799 shares of Vanguard Ultra-Short Bond ETF worth $5.17M as of Q2 2026.
  • Lowery Thomas LLC bought 18,176 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $904K.
  • Vanguard Ultra-Short Bond ETF made up 2.52% of Lowery Thomas LLC's portfolio in Q2 2026, its #12 holding.
  • Lowery Thomas LLC first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.