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 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%	+$9.88K	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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Modera Wealth Management's VUSB Position: Q2 2026 in Review

Modera Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.1% in Q2 2026, selling an estimated $54.3K and leaving 93,868 shares worth $4.67M. The position accounts for 0.05% of the portfolio, ranked #191.

Modera Wealth Management first reported a position in VUSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.45M in Q1 2025. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Modera Wealth Management held 93,868 shares of Vanguard Ultra-Short Bond ETF worth $4.67M as of Q2 2026.
Modera Wealth Management sold 1,092 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $54.3K.
Vanguard Ultra-Short Bond ETF made up 0.05% of Modera Wealth Management's portfolio in Q2 2026, its #191 holding.
Modera Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $5.45M in Q1 2025.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.