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

McClarren Financial 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 		$16.5M Buy
330,616
+20,821
+7% +$1.04M 8.51% 3
2026
Q1 		$15.4M Buy
309,795
+229,986
+288% +$11.5M 9.13% 2
2025
Q4 		$13.7M Sell
79,809
-96,104
-55% -$4.79M 8.2% 3
2025
Q3 		$11.9M Sell
175,913
-66,082
-27% -$3.29M 7.29% 4
2025
Q2 		$12.1M Buy
241,995
+83,926
+53% +$4.17M 7.85% 4
2025
Q1 		$12.8M Sell
158,069
-90,025
-36% -$4.48M 8.49% 2
2024
Q4 		$12.3M Buy
248,094
+126,777
+105% +$6.3M 34.55% 1
2024
Q3 		$51.7K Buy
121,317
+114,501
+1,680% +$5.69M 6.5% 3
2024
Q2 		$6.48M Sell
6,816
-92,292
-93% -$4.56M 4.52% 6
2024
Q1 		$4.91M Buy
99,108
+19,778
+25% +$979K 3.53% 8
2023
Q4 		$3.92M Buy
79,330
+4,619
+6% +$227K 2.99% 9
2023
Q3 		$3.66M Sell
74,711
-6,679
-8% -$328K 3.19% 9
2023
Q2 		$4M Buy
81,390
+9,184
+13% +$451K 3.31% 9
2023
Q1 		$3.5M Buy
72,206
+139
+0.2% +$6.83K 3.19% 8
2022
Q4 		$3.53M Sell
72,067
-43,124
-37% -$2.11M 3.36% 8
2022
Q3 		$5.64M Buy
115,191
+96,572
+519% +$4.75M 5.62% 4
2022
Q2 		$914K Sell
18,619
-126,036
-87% -$6.21M 2.93% 10
2022
Q1 		$7.13M Buy
144,655
+7,151
+5% +$355K 5.17% 6
2021
Q4 		$6.87M Buy
137,504
+136,976
+25,942% +$6.85M 4.69% 7
2021
Q3 		$26K Buy
528
+231
+78% +$11.6K 0.02% 153
2021
Q2 		$14K Buy
+297
New +$14.9K 0.01% 206

Other funds holding VUSB

DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
CF
Calder Financial Downingtown, Pennsylvania $106M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

McClarren Financial Advisors's VUSB Position: Q2 2026 in Review

McClarren Financial Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 6.7% in Q2 2026, buying an estimated $1.04M and bringing the position to 330,616 shares worth $16.5M. The position accounts for 8.51% of the portfolio, ranked #3.

McClarren Financial Advisors first reported a position in VUSB in Q2 2021 and has held it in 21 quarters since. 86 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • McClarren Financial Advisors held 330,616 shares of Vanguard Ultra-Short Bond ETF worth $16.5M as of Q2 2026.
  • McClarren Financial Advisors bought 20,821 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $1.04M.
  • Vanguard Ultra-Short Bond ETF made up 8.51% of McClarren Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 86 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.