Modera Wealth Management
VUSB icon

Modera Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Modera Wealth Management’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 		$3.83M Sell
77,242
-16,626
-18% -$825K 0.04% 211
2026
Q2 		$4.67M Sell
93,868
-1,092
-1% -$54.3K 0.05% 191
2026
Q1 		$4.73M Sell
94,960
-6,426
-6% -$320K 0.06% 184
2025
Q4 		$5.05M Sell
101,386
-1,117
-1% -$55.7K 0.06% 184
2025
Q3 		$5.12M Sell
102,503
-566
-0.5% -$28.2K 0.06% 182
2025
Q2 		$5.14M Sell
103,069
-6,242
-6% -$310K 0.06% 178
2025
Q1 		$5.45M Buy
109,311
+101
+0.1% +$5.02K 0.07% 166
2024
Q4 		$5.42M Buy
109,210
+90,384
+480% +$4.49M 0.07% 172
2024
Q3 		$940K Sell
18,826
-536
-3% -$26.6K 0.01% 318
2024
Q2 		$959K Buy
19,362
+200
+1% +$9.9K 0.01% 299
2024
Q1 		$949K Sell
19,162
-4,098
-18% -$203K 0.01% 302
2023
Q4 		$1.15M Buy
23,260
+3,702
+19% +$182K 0.02% 278
2023
Q3 		$962K Buy
19,558
+447
+2% +$22K 0.02% 290
2023
Q2 		$939K Buy
+19,111
New +$939K 0.02% 303

Other funds holding VUSB

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
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
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
DMKC Advisory Services
DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management's VUSB Position: Q3 2026 in Review

Modera Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 18% in Q3 2026, selling an estimated $825K and leaving 77,242 shares worth $3.83M. The position accounts for 0.04% of the portfolio, ranked #211.

Modera Wealth Management first reported a position in VUSB in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.45M in Q1 2025. 335 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • Modera Wealth Management held 77,242 shares of Vanguard Ultra-Short Bond ETF worth $3.83M as of Q3 2026.
  • Modera Wealth Management sold 16,626 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $825K.
  • Vanguard Ultra-Short Bond ETF made up 0.04% of Modera Wealth Management's portfolio in Q3 2026, its #211 holding.
  • Modera Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Modera Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $5.45M in Q1 2025.
  • 335 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.