Pinnacle Associates’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Pinnacle Associates’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	$953K	Buy	19,227 +3,700	+24%	+$184K	0.01%	538
2026 Q2	$773K	Buy	15,527 +4,075	+36%	+$203K	0.01%	594
2026 Q1	$570K	Buy	11,452 +200	+2%	+$10K	0.01%	631
2025 Q4	$561K	Buy	+11,252	New	+$561K	0.01%	630
2024 Q4	–	Sell	-4,560	Closed	-$225K	–	895
2024 Q3	$225K	Buy	+4,560	New	+$227K	﹤0.01%	746
2024 Q2	–	Sell	-4,250	Closed	-$211K	–	848
2024 Q1	$211K	Sell	4,250 -310	-7%	-$15.3K	﹤0.01%	787
2023 Q4	$225K	Buy	+4,560	New	+$224K	﹤0.01%	758
2022 Q2	–	Sell	-11,575	Closed	-$572K	–	796
2022 Q1	$572K	Sell	11,575 -20,625	-64%	-$1.02M	0.01%	526
2021 Q4	$1.61M	Buy	32,200 +4,575	+17%	+$229K	0.03%	375
2021 Q3	$1.38M	Buy	+27,625	New	+$1.38M	0.03%	392

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 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

Pinnacle Associates's VUSB Position: Q3 2026 in Review

Pinnacle Associates increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 24% in Q3 2026, buying an estimated $184K and bringing the position to 19,227 shares worth $953K. The position accounts for 0.01% of the portfolio, ranked #538.

Pinnacle Associates first reported a position in VUSB in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.61M in Q4 2021. 348 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Pinnacle Associates held 19,227 shares of Vanguard Ultra-Short Bond ETF worth $953K as of Q3 2026.
Pinnacle Associates bought 3,700 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $184K.
Vanguard Ultra-Short Bond ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #538 holding.
Pinnacle Associates first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 10 quarters since.
Pinnacle Associates's Vanguard Ultra-Short Bond ETF position peaked at $1.61M in Q4 2021.
348 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.