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

Planning Directions’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 		$384K Buy
7,713
+423
+6% +$21K 0.18% 71
2026
Q1 		$363K Buy
7,290
+11
+0.2% +$549 0.18% 67
2025
Q4 		$363K Buy
7,279
+130
+2% +$6.48K 0.18% 59
2025
Q3 		$357K Sell
7,149
-284
-4% -$14.2K 0.19% 62
2025
Q2 		$371K Sell
7,433
-840
-10% -$41.7K 0.21% 54
2025
Q1 		$412K Sell
8,273
-630
-7% -$31.3K 0.18% 72
2024
Q4 		$442K Sell
8,903
-15,017
-63% -$746K 0.26% 47
2024
Q3 		$1.19M Sell
23,920
-19,001
-44% -$944K 0.71% 27
2024
Q2 		$2.13M Sell
42,921
-3,664
-8% -$181K 1.45% 13
2024
Q1 		$2.31M Sell
46,585
-4,516
-9% -$223K 1.6% 12
2023
Q4 		$2.53M Sell
51,101
-3,244
-6% -$160K 1.8% 10
2023
Q3 		$2.67M Buy
54,345
+6,506
+14% +$320K 2.05% 9
2023
Q2 		$2.35M Sell
47,839
-4,553
-9% -$224K 1.71% 14
2023
Q1 		$2.58M Buy
52,392
+1,722
+3% +$84.6K 1.92% 11
2022
Q4 		$2.48M Buy
+50,670
New +$2.48M 1.9% 12

Other funds holding VUSB

JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
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
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Planning Directions's VUSB Position: Q2 2026 in Review

Planning Directions increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 5.8% in Q2 2026, buying an estimated $21K and bringing the position to 7,713 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #71.

Planning Directions first reported a position in VUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.67M in Q3 2023. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Planning Directions held 7,713 shares of Vanguard Ultra-Short Bond ETF worth $384K as of Q2 2026.
  • Planning Directions bought 423 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $21K.
  • Vanguard Ultra-Short Bond ETF made up 0.18% of Planning Directions's portfolio in Q2 2026, its #71 holding.
  • Planning Directions first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Planning Directions's Vanguard Ultra-Short Bond ETF position peaked at $2.67M in Q3 2023.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.