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

NewEdge Wealth’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	$1.34M	Sell	26,923 -4,800	-15%	-$239K	0.01%	575
2026 Q1	$1.58M	Sell	31,723 -19,476	-38%	-$971K	0.02%	494
2025 Q4	$2.55M	Sell	51,199 -48,526	-49%	-$2.42M	0.03%	392
2025 Q3	$4.97M	Buy	99,725 +6,701	+7%	+$334K	0.07%	206
2025 Q2	$4.63M	Sell	93,024 -72,305	-44%	-$3.59M	0.07%	216
2025 Q1	$8.24M	Sell	165,329 -150,791	-48%	-$7.5M	0.15%	126
2024 Q4	$15.7M	Sell	316,120 -36,186	-10%	-$1.8M	0.27%	95
2024 Q3	$17.6M	Buy	352,306 +25,837	+8%	+$1.28M	0.32%	80
2024 Q2	$16.2M	Sell	326,469 -1,533	-0.5%	-$75.7K	0.35%	79
2024 Q1	$16.2M	Buy	328,002 +73,847	+29%	+$3.65M	0.36%	76
2023 Q4	$12.6M	Buy	254,155 +249,905	+5,880%	+$12.3M	0.32%	84
2023 Q3	$209K	Hold	4,250	–	–	0.01%	611
2023 Q2	$209K	Hold	4,250	–	–	0.01%	603
2023 Q1	$209K	Buy	+4,250	New	+$209K	0.01%	577

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

NewEdge Wealth's VUSB Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 15% in Q2 2026, selling an estimated $239K and leaving 26,923 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #575.

NewEdge Wealth first reported a position in VUSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $17.6M in Q3 2024. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

NewEdge Wealth held 26,923 shares of Vanguard Ultra-Short Bond ETF worth $1.34M as of Q2 2026.
NewEdge Wealth sold 4,800 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $239K.
Vanguard Ultra-Short Bond ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #575 holding.
NewEdge Wealth first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2023 and has held it in 14 quarters since.
NewEdge Wealth's Vanguard Ultra-Short Bond ETF position peaked at $17.6M in Q3 2024.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.