Pinnacle Wealth Planning Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Pinnacle Wealth Planning Services’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	$24.9K	Sell	500 -1,000	-67%	-$49.9K	﹤0.01%	1575
2025 Q4	$74.8K	Buy	+1,500	New	+$74.8K	0.01%	951
2024 Q3	–	Sell	-6,001	Closed	-$297K	–	562
2024 Q2	$297K	Sell	6,001 -1,742	-22%	-$86.1K	0.04%	293
2024 Q1	$384K	Buy	7,743 +1,637	+27%	+$81K	0.06%	236
2023 Q4	$302K	Sell	6,106 -6,866	-53%	-$338K	0.05%	270
2023 Q3	$638K	Buy	12,972 +131	+1%	+$6.43K	0.11%	124
2023 Q2	$631K	Buy	12,841 +411	+3%	+$20.2K	0.1%	131
2023 Q1	$612K	Buy	+12,430	New	+$610K	0.1%	143

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 Planning Services's VUSB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 67% in Q1 2026, selling an estimated $49.9K and leaving 500 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Pinnacle Wealth Planning Services first reported a position in VUSB in Q1 2023 and has held it in 8 quarters since. The position peaked at $638K in Q3 2023. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

Pinnacle Wealth Planning Services held 500 shares of Vanguard Ultra-Short Bond ETF worth $24.9K as of Q1 2026.
Pinnacle Wealth Planning Services sold 1,000 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $49.9K.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1575 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2023 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Vanguard Ultra-Short Bond ETF position peaked at $638K in Q3 2023.
470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.