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Principal Securities’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Principal Securities’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 		$449K Sell
9,025
-29
-0.3% -$1.44K 0.01% 1127
2026
Q1 		$451K Sell
9,054
-379
-4% -$18.9K 0.01% 1022
2025
Q4 		$470K Buy
9,433
+7,059
+297% +$352K 0.01% 961
2025
Q3 		$119K Hold
2,374
– – ﹤0.01% 1519
2025
Q2 		$118K Sell
2,374
-34
-1% -$1.69K ﹤0.01% 1464
2025
Q1 		$119K Hold
2,408
– – ﹤0.01% 1350
2024
Q4 		$119K Hold
2,408
– – ﹤0.01% 1350
2024
Q3 		$120K Hold
2,408
– – ﹤0.01% 1313
2024
Q2 		$119K Buy
2,408
+35
+1% +$1.73K ﹤0.01% 1248
2024
Q1 		$118K Hold
2,373
– – ﹤0.01% 1217
2023
Q4 		$117K Buy
+2,373
New +$117K ﹤0.01% 1137

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 $103B AUM 28.65% 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

Principal Securities's VUSB Position: Q2 2026 in Review

Principal Securities reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.32% in Q2 2026, selling an estimated $1.44K and leaving 9,025 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #1127.

Principal Securities first reported a position in VUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $470K in Q4 2025. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Principal Securities held 9,025 shares of Vanguard Ultra-Short Bond ETF worth $449K as of Q2 2026.
  • Principal Securities sold 29 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $1.44K.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1127 holding.
  • Principal Securities first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Vanguard Ultra-Short Bond ETF position peaked at $470K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.