Market Street Wealth Management Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Market Street Wealth Management 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	$1.21M	Sell	24,276 -2,028	-8%	-$101K	0.17%	54
2026 Q1	$1.31M	Sell	26,304 -1,536	-6%	-$76.6K	0.21%	49
2025 Q4	$1.39M	Buy	27,840 +8,253	+42%	+$412K	0.22%	49
2025 Q3	$979K	Buy	19,587 +7,545	+63%	+$376K	0.16%	58
2025 Q2	$600K	Buy	12,042 +2,094	+21%	+$104K	0.1%	66
2025 Q1	$496K	Buy	9,948 +2,526	+34%	+$126K	0.08%	70
2024 Q4	$368K	Sell	7,422 -714	-9%	-$35.5K	0.06%	78
2024 Q3	$406K	Sell	8,136 -970	-11%	-$48.2K	0.07%	77
2024 Q2	$451K	Sell	9,106 -8,544	-48%	-$422K	0.08%	71
2024 Q1	$875K	Sell	17,650 -11,839	-40%	-$586K	0.15%	56
2023 Q4	$1.46M	Buy	+29,489	New	+$1.45M	0.31%	45

Other funds holding VUSB

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

PCFFS

Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWI

Red Wave Investments Dillsburg, Pennsylvania $394M AUM 20.27% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

Market Street Wealth Management Advisors's VUSB Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 7.7% in Q2 2026, selling an estimated $101K and leaving 24,276 shares worth $1.21M. The position accounts for 0.17% of the portfolio, ranked #54.

Market Street Wealth Management Advisors first reported a position in VUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q4 2023. 308 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Market Street Wealth Management Advisors held 24,276 shares of Vanguard Ultra-Short Bond ETF worth $1.21M as of Q2 2026.
Market Street Wealth Management Advisors sold 2,028 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $101K.
Vanguard Ultra-Short Bond ETF made up 0.17% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #54 holding.
Market Street Wealth Management Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and has held it in 11 quarters since.
Market Street Wealth Management Advisors's Vanguard Ultra-Short Bond ETF position peaked at $1.46M in Q4 2023.
308 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.