Montag & Associates’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Montag & Associates’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	$50K	Buy	+1,005	New	+$50K	﹤0.01%	596

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 $103B AUM 28.65% 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

Montag & Associates's VUSB Position: Q2 2026 in Review

Montag & Associates opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026: 1,005 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings.

487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Montag & Associates held 1,005 shares of Vanguard Ultra-Short Bond ETF worth $50K as of Q2 2026.
Vanguard Ultra-Short Bond ETF was a new Montag & Associates position in Q2 2026.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #596 holding.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.