Planning Center Inc’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Planning Center Inc’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	$274K	Hold	5,499	–	–	0.03%	69
2026 Q1	$274K	Sell	5,499 -511	-9%	-$25.5K	0.03%	63
2025 Q4	$300K	Sell	6,010 -749	-11%	-$37.4K	0.03%	60
2025 Q3	$338K	Sell	6,759 -523	-7%	-$26.1K	0.04%	55
2025 Q2	$363K	Buy	+7,282	New	+$362K	0.04%	52
2023 Q1	–	Sell	-24,246	Closed	-$1.19M	–	73
2022 Q4	$1.19M	Buy	+24,246	New	+$1.19M	0.36%	19

Other funds holding VUSB

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

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Planning Center Inc's VUSB Position: Q2 2026 in Review

Planning Center Inc held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2026 at 5,499 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #69.

Planning Center Inc first reported a position in VUSB in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.19M in Q4 2022. 225 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Planning Center Inc held 5,499 shares of Vanguard Ultra-Short Bond ETF worth $274K as of Q2 2026.
Planning Center Inc left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2026.
Vanguard Ultra-Short Bond ETF made up 0.03% of Planning Center Inc's portfolio in Q2 2026, its #69 holding.
Planning Center Inc first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 6 quarters since.
Planning Center Inc's Vanguard Ultra-Short Bond ETF position peaked at $1.19M in Q4 2022.
225 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.