McClarren Financial Advisors
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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
Q3 		$18.6M Buy
375,889
+45,273
+14% +$2.25M 9.42% 3
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 		$51.7M 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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

McClarren Financial Advisors's VUSB Position: Q3 2026 in Review

McClarren Financial Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 14% in Q3 2026, buying an estimated $2.25M and bringing the position to 375,889 shares worth $18.6M. The position accounts for 9.42% of the portfolio, ranked #3.

McClarren Financial Advisors first reported a position in VUSB in Q2 2021 and has held it in 22 quarters since. The position peaked at $51.7M in Q3 2024. 461 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • McClarren Financial Advisors held 375,889 shares of Vanguard Ultra-Short Bond ETF worth $18.6M as of Q3 2026.
  • McClarren Financial Advisors bought 45,273 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $2.25M.
  • Vanguard Ultra-Short Bond ETF made up 9.42% of McClarren Financial Advisors's portfolio in Q3 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 22 quarters since.
  • McClarren Financial Advisors's Vanguard Ultra-Short Bond ETF position peaked at $51.7M in Q3 2024.
  • 461 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.