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

Olistico 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 Q3	$34.5K	Buy	696 +283	+69%	+$14.1K	0.01%	190
2026 Q2	$20.6K	Buy	413 +7	+2%	+$348	0.01%	213
2026 Q1	$20.2K	Sell	406 -91	-18%	-$4.54K	0.01%	217
2025 Q4	$24.8K	Buy	+497	New	+$24.8K	0.01%	201
2025 Q3	–	Sell	-525	Closed	-$26.2K	–	338
2025 Q2	$26.2K	Buy	525 +97	+23%	+$4.82K	0.01%	208
2025 Q1	$21.3K	Buy	428 +85	+25%	+$4.23K	0.01%	208
2024 Q4	$17K	Sell	343 -18	-5%	-$895	0.01%	222
2024 Q3	$18K	Buy	361 +218	+152%	+$10.8K	0.01%	220
2024 Q2	$7.08K	Buy	+143	New	+$7.06K	﹤0.01%	257

Other funds holding VUSB

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

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

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Olistico Wealth's VUSB Position: Q3 2026 in Review

Olistico Wealth increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 69% in Q3 2026, buying an estimated $14.1K and bringing the position to 696 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #190.

Olistico Wealth first reported a position in VUSB in Q2 2024 and has held it in 9 quarters since. 151 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Olistico Wealth held 696 shares of Vanguard Ultra-Short Bond ETF worth $34.5K as of Q3 2026.
Olistico Wealth bought 283 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $14.1K.
Vanguard Ultra-Short Bond ETF made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #190 holding.
Olistico Wealth first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2024 and has held it in 9 quarters since.
151 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.