MHS
VUSB icon

M Holdings Securities’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

M Holdings Securities’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 		$18.1M Sell
363,073
-15,916
-4% -$791K 2.47% 8
2026
Q1 		$18.8M Buy
378,989
+256,234
+209% +$12.8M 1.27% 16
2025
Q4 		$6.12M Buy
+122,755
New +$6.12M 0.44% 44

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

M Holdings Securities's VUSB Position: Q2 2026 in Review

M Holdings Securities reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 4.2% in Q2 2026, selling an estimated $791K and leaving 363,073 shares worth $18.1M. The position accounts for 2.47% of the portfolio, ranked #8.

M Holdings Securities first reported a position in VUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.8M in Q1 2026. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • M Holdings Securities held 363,073 shares of Vanguard Ultra-Short Bond ETF worth $18.1M as of Q2 2026.
  • M Holdings Securities sold 15,916 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $791K.
  • Vanguard Ultra-Short Bond ETF made up 2.47% of M Holdings Securities's portfolio in Q2 2026, its #8 holding.
  • M Holdings Securities first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • M Holdings Securities's Vanguard Ultra-Short Bond ETF position peaked at $18.8M in Q1 2026.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.