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Mills Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Mills Wealth 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 		– Sell
-9,471
Closed -$472K – 87
2026
Q1 		$472K Sell
9,471
-3,451
-27% -$172K 0.16% 43
2025
Q4 		$644K Sell
12,922
-3,672
-22% -$183K 0.25% 42
2025
Q3 		$830K Buy
16,594
+4,179
+34% +$208K 0.34% 38
2025
Q2 		$619K Sell
12,415
-3,110
-20% -$155K 0.28% 40
2025
Q1 		$774K Sell
15,525
-21,971
-59% -$1.09M 0.41% 36
2024
Q4 		$1.86M Buy
37,496
+14,236
+61% +$708K 1.06% 21
2024
Q3 		$1.16M Sell
23,260
-467
-2% -$23.2K 0.8% 25
2024
Q2 		$1.17M Sell
23,727
-34,700
-59% -$1.71M 0.84% 24
2024
Q1 		$2.9M Sell
58,427
-47,136
-45% -$2.33M 2.12% 11
2023
Q4 		$5.22M Sell
105,563
-2,402
-2% -$118K 3.98% 7
2023
Q3 		$5.31M Sell
107,965
-10,987
-9% -$540K 4.25% 5
2023
Q2 		$5.85M Buy
118,952
+42,411
+55% +$2.08M 4.44% 4
2023
Q1 		$3.77M Buy
76,541
+37,157
+94% +$1.82M 3.04% 8
2022
Q4 		$1.93M Buy
+39,384
New +$1.93M 1.74% 13

Other funds holding VUSB

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
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
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
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

Mills Wealth Advisors's VUSB Position: Q2 2026 in Review

Mills Wealth Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026, closing a stake of 9,471 shares — an estimated $472K sold.

Mills Wealth Advisors first reported a position in VUSB in Q4 2022 and held it in 14 quarters. The position peaked at $5.85M in Q2 2023. 150 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Mills Wealth Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Mills Wealth Advisors sold 9,471 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $472K.
  • Mills Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and held it in 14 quarters.
  • Mills Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $5.85M in Q2 2023.
  • 150 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.