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 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

Northwest Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 6.8% in Q2 2026, selling an estimated $56.2K and leaving 15,599 shares worth $777K. The position accounts for 0.1% of the portfolio, ranked #93.

Northwest Wealth Management first reported a position in VUSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.31M in Q3 2022. 198 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Northwest Wealth Management held 15,599 shares of Vanguard Ultra-Short Bond ETF worth $777K as of Q2 2026.
Northwest Wealth Management sold 1,131 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $56.2K.
Vanguard Ultra-Short Bond ETF made up 0.1% of Northwest Wealth Management's portfolio in Q2 2026, its #93 holding.
Northwest Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and has held it in 17 quarters since.
Northwest Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $2.31M in Q3 2022.
198 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.