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

MorganRosel 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 		$5.84M Buy
117,316
+16,530
+16% +$822K 1.97% 11
2026
Q1 		$5.02M Sell
100,786
-67,496
-40% -$3.37M 1.98% 14
2025
Q4 		$8.39M Buy
168,282
+12,790
+8% +$638K 2.1% 16
2025
Q3 		$7.77M Buy
155,492
+39,426
+34% +$1.96M 2.01% 16
2025
Q2 		$5.79M Buy
116,066
+1,958
+2% +$97.3K 1.58% 20
2025
Q1 		$5.69M Buy
114,108
+48,747
+75% +$2.42M 1.73% 20
2024
Q4 		$3.24M Buy
65,361
+1,061
+2% +$52.7K 1.06% 23
2024
Q3 		$3.21M Buy
64,300
+2,097
+3% +$104K 1.06% 22
2024
Q2 		$3.08M Buy
62,203
+1,719
+3% +$84.9K 1.09% 22
2024
Q1 		$3M Buy
60,484
+19,206
+47% +$950K 1.07% 22
2023
Q4 		$2.04M Buy
41,278
+3,545
+9% +$175K 0.79% 26
2023
Q3 		$1.86M Buy
37,733
+871
+2% +$42.8K 0.77% 26
2023
Q2 		$1.81M Buy
36,862
+1,245
+3% +$61.2K 0.74% 25
2023
Q1 		$1.75M Buy
35,617
+6,636
+23% +$326K 0.75% 24
2022
Q4 		$1.42M Sell
28,981
-1,704
-6% -$83.4K 0.65% 27
2022
Q3 		$1.5M Sell
30,685
-73,605
-71% -$3.62M 0.75% 25
2022
Q2 		$5.13M Buy
104,290
+96,310
+1,207% +$4.75M 2.74% 9
2022
Q1 		$394K Sell
7,980
-2,761
-26% -$137K 0.19% 71
2021
Q4 		$537K Buy
10,741
+6,547
+156% +$328K 0.26% 61
2021
Q3 		$210K Hold
4,194
– – 0.11% 82
2021
Q2 		$210K Buy
+4,194
New +$210K 0.12% 82

Other funds holding VUSB

JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
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
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

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

MorganRosel Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 16% in Q2 2026, buying an estimated $822K and bringing the position to 117,316 shares worth $5.84M. The position accounts for 1.97% of the portfolio, ranked #11.

MorganRosel Wealth Management first reported a position in VUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.39M in Q4 2025. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • MorganRosel Wealth Management held 117,316 shares of Vanguard Ultra-Short Bond ETF worth $5.84M as of Q2 2026.
  • MorganRosel Wealth Management bought 16,530 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $822K.
  • Vanguard Ultra-Short Bond ETF made up 1.97% of MorganRosel Wealth Management's portfolio in Q2 2026, its #11 holding.
  • MorganRosel Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • MorganRosel Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $8.39M in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.