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 Q2	$339K	Buy	6,817 +1,725	+34%	+$85.8K	0.02%	387
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 $1.81T 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 Wealth Management Advisory Group's VUSB Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 34% in Q2 2026, buying an estimated $85.8K and bringing the position to 6,817 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #387.

Pinnacle Wealth Management Advisory Group first reported a position in VUSB in Q4 2023 and has held it in 4 quarters since. 490 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 6,817 shares of Vanguard Ultra-Short Bond ETF worth $339K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 1,725 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $85.8K.
Vanguard Ultra-Short Bond ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #387 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and has held it in 4 quarters since.
490 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.