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

Outlook Wealth Advisors’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	$1.08M	Sell	21,748 -3	-0%	-$149	0.23%	93
2026 Q1	$1.08M	Sell	21,751 -283	-1%	-$14.1K	0.26%	81
2025 Q4	$1.1M	Hold	22,034	–	–	0.25%	81
2025 Q3	$1.1M	Sell	22,034 -1	-0%	-$50	0.27%	75
2025 Q2	$1.1M	Hold	22,035	–	–	0.28%	67
2025 Q1	$1.1M	Buy	22,035 +93	+0.4%	+$4.63K	0.31%	59
2024 Q4	$1.09M	Buy	21,942 +76	+0.3%	+$3.78K	0.31%	58
2024 Q3	$1.09M	Buy	+21,866	New	+$1.09M	0.31%	60
2023 Q1	–	Sell	-30,118	Closed	-$1.48M	–	206
2022 Q4	$1.48M	Buy	+30,118	New	+$1.47M	0.7%	29

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 $103B AUM 28.65% 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

Outlook Wealth Advisors's VUSB Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.01% in Q2 2026, selling an estimated $149 and leaving 21,748 shares worth $1.08M. The position accounts for 0.23% of the portfolio, ranked #93.

Outlook Wealth Advisors first reported a position in VUSB in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.48M in Q4 2022. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Outlook Wealth Advisors held 21,748 shares of Vanguard Ultra-Short Bond ETF worth $1.08M as of Q2 2026.
Outlook Wealth Advisors sold 3 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $149.
Vanguard Ultra-Short Bond ETF made up 0.23% of Outlook Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Outlook Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 9 quarters since.
Outlook Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $1.48M in Q4 2022.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.