LPL Financial
VUSB icon

LPL Financial’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

LPL Financial’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 		$131M Buy
2,625,517
+98,731
+4% +$4.91M 0.03% 535
2026
Q1 		$126M Buy
2,526,786
+515,238
+26% +$25.7M 0.03% 494
2025
Q4 		$100M Buy
2,011,548
+842,842
+72% +$42M 0.03% 547
2025
Q3 		$58.4M Buy
1,168,706
+118,962
+11% +$5.93M 0.02% 775
2025
Q2 		$52.3M Buy
1,049,744
+47,746
+5% +$2.37M 0.02% 744
2025
Q1 		$50M Buy
1,001,998
+68,554
+7% +$3.41M 0.02% 691
2024
Q4 		$46.3M Buy
933,444
+16,813
+2% +$836K 0.02% 687
2024
Q3 		$45.8M Sell
916,631
-56,225
-6% -$2.79M 0.02% 657
2024
Q2 		$48.2M Buy
972,856
+276,376
+40% +$13.7M 0.02% 576
2024
Q1 		$34.5M Buy
696,480
+72,733
+12% +$3.6M 0.02% 691
2023
Q4 		$30.8M Buy
623,747
+24,261
+4% +$1.19M 0.02% 688
2023
Q3 		$29.5M Buy
599,486
+355,056
+145% +$17.4M 0.02% 641
2023
Q2 		$12M Buy
244,430
+10,120
+4% +$497K 0.01% 1039
2023
Q1 		$11.5M Buy
234,310
+41,312
+21% +$2.03M 0.01% 1023
2022
Q4 		$9.46M Buy
192,998
+175,985
+1,034% +$8.61M 0.01% 1050
2022
Q3 		$833K Buy
17,013
+4,005
+31% +$197K ﹤0.01% 2687
2022
Q2 		$640K Buy
+13,008
New +$641K ﹤0.01% 2983
2022
Q1 		– Sell
-27,775
Closed -$1.39M – 4396
2021
Q4 		$1.39M Sell
27,775
-23,690
-46% -$1.19M ﹤0.01% 2384
2021
Q3 		$2.58M Buy
+51,465
New +$2.58M ﹤0.01% 1861

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
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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

LPL Financial's VUSB Position: Q2 2026 in Review

LPL Financial increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.9% in Q2 2026, buying an estimated $4.91M and bringing the position to 2,625,517 shares worth $131M. The position accounts for 0.03% of the portfolio, ranked #535.

LPL Financial first reported a position in VUSB in Q3 2021 and has held it in 19 quarters since. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • LPL Financial held 2,625,517 shares of Vanguard Ultra-Short Bond ETF worth $131M as of Q2 2026.
  • LPL Financial bought 98,731 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $4.91M.
  • Vanguard Ultra-Short Bond ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #535 holding.
  • LPL Financial first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.