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 Q2	$773K	Buy	15,527 +4,075	+36%	+$203K	0.01%	594
2026 Q1	$570K	Buy	11,452 +200	+2%	+$9.97K	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	$1.39M	Buy	+27,625	New	+$1.38M	0.03%	392

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 $104B AUM 28.3% 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

Pinnacle Associates's VUSB Position: Q2 2026 in Review

Pinnacle Associates increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 36% in Q2 2026, buying an estimated $203K and bringing the position to 15,527 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #594.

Pinnacle Associates first reported a position in VUSB in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.61M in Q4 2021. 489 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Pinnacle Associates held 15,527 shares of Vanguard Ultra-Short Bond ETF worth $773K as of Q2 2026.
Pinnacle Associates bought 4,075 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $203K.
Vanguard Ultra-Short Bond ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #594 holding.
Pinnacle Associates first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 9 quarters since.
Pinnacle Associates's Vanguard Ultra-Short Bond ETF position peaked at $1.61M in Q4 2021.
489 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.