Next Level Wealth Planning’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Next Level Wealth Planning’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	$9.15K	Buy	+185	New	+$9.18K	﹤0.01%	341

Other funds holding VUSB

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Next Level Wealth Planning's VUSB Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2026: 185 shares worth $9.15K. The stake represents ﹤0.01% of the portfolio and ranks #341 among its holdings.

313 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Next Level Wealth Planning held 185 shares of Vanguard Ultra-Short Bond ETF worth $9.15K as of Q3 2026.
Vanguard Ultra-Short Bond ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #341 holding.
313 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.