Northwest Wealth Management
VUSB icon

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

Northwest 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
Q3 		$787K Buy
15,876
+277
+2% +$13.8K 0.1% 91
2026
Q2 		$777K Sell
15,599
-1,131
-7% -$56.2K 0.1% 93
2026
Q1 		$833K Sell
16,730
-213
-1% -$10.6K 0.13% 81
2025
Q4 		$844K Buy
16,943
+82
+0.5% +$4.09K 0.13% 79
2025
Q3 		$843K Sell
16,861
-249
-1% -$12.4K 0.14% 82
2025
Q2 		$853K Buy
17,110
+376
+2% +$18.7K 0.15% 78
2025
Q1 		$834K Sell
16,734
-1,609
-9% -$80K 0.17% 77
2024
Q4 		$910K Sell
18,343
-9,746
-35% -$484K 0.19% 73
2024
Q3 		$1.4M Sell
28,089
-1,742
-6% -$86.6K 0.33% 60
2024
Q2 		$1.48M Sell
29,831
-97
-0.3% -$4.79K 0.38% 57
2024
Q1 		$1.48M Sell
29,928
-1,281
-4% -$63.4K 0.41% 56
2023
Q4 		$1.54M Sell
31,209
-6,264
-17% -$308K 0.46% 49
2023
Q3 		$1.84M Sell
37,473
-2,291
-6% -$113K 0.66% 41
2023
Q2 		$1.95M Sell
39,764
-2,753
-6% -$135K 0.71% 37
2023
Q1 		$2.09M Sell
42,517
-2,577
-6% -$127K 0.8% 36
2022
Q4 		$2.21M Sell
45,094
-2,022
-4% -$98.9K 0.95% 35
2022
Q3 		$2.31M Buy
47,116
+4,250
+10% +$209K 1.02% 35
2022
Q2 		$2.11M Buy
+42,866
New +$2.11M 0.91% 37

Other funds holding VUSB

Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
DMKC Advisory Services
DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fonville Wealth Management
Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Northwest Wealth Management's VUSB Position: Q3 2026 in Review

Northwest Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.8% in Q3 2026, buying an estimated $13.8K and bringing the position to 15,876 shares worth $787K. The position accounts for 0.1% of the portfolio, ranked #91.

Northwest Wealth Management first reported a position in VUSB in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.31M in Q3 2022. 313 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • Northwest Wealth Management held 15,876 shares of Vanguard Ultra-Short Bond ETF worth $787K as of Q3 2026.
  • Northwest Wealth Management bought 277 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $13.8K.
  • Vanguard Ultra-Short Bond ETF made up 0.1% of Northwest Wealth Management's portfolio in Q3 2026, its #91 holding.
  • Northwest Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Northwest Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $2.31M in Q3 2022.
  • 313 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.