Pinnacle Wealth Management Advisory Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Pinnacle Wealth Management Advisory Group’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 Q1	$254K	Buy	+5,092	New	+$254K	0.02%	456
2024 Q2	–	Sell	-4,250	Closed	-$211K	–	366
2024 Q1	$211K	Hold	4,250	–	–	0.02%	324
2023 Q4	$210K	Buy	+4,250	New	+$209K	0.02%	309

Other funds holding VUSB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BTI

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VUSB Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2026: 5,092 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #456 among its holdings. This is a return to the name: Pinnacle Wealth Management Advisory Group previously reported a position in VUSB as recently as Q1 2024.

Pinnacle Wealth Management Advisory Group first reported a position in VUSB in Q4 2023 and has held it in 3 quarters since. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 5,092 shares of Vanguard Ultra-Short Bond ETF worth $254K as of Q1 2026.
Vanguard Ultra-Short Bond ETF was a new Pinnacle Wealth Management Advisory Group position in Q1 2026.
Vanguard Ultra-Short Bond ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #456 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and has held it in 3 quarters since.
470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.