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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
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 $1.56T 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Planning Directions's VUSB Position: Q1 2026 in Review

Planning Directions increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.15% in Q1 2026, buying an estimated $549 and bringing the position to 7,290 shares worth $363K. The position accounts for 0.18% of the portfolio, ranked #67.

Planning Directions first reported a position in VUSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.67M in Q3 2023. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Planning Directions held 7,290 shares of Vanguard Ultra-Short Bond ETF worth $363K as of Q1 2026.
  • Planning Directions bought 11 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $549.
  • Vanguard Ultra-Short Bond ETF made up 0.18% of Planning Directions's portfolio in Q1 2026, its #67 holding.
  • Planning Directions first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Planning Directions's Vanguard Ultra-Short Bond ETF position peaked at $2.67M in Q3 2023.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.