Regal Investment Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Regal Investment Advisors’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
2025 Q4	–	Sell	-5,618	Closed	-$281K	–	607
2025 Q3	$281K	Buy	5,618 +26	+0.5%	+$1.3K	0.02%	473
2025 Q2	$279K	Sell	5,592 -10	-0.2%	-$497	0.02%	440
2025 Q1	$279K	Buy	+5,602	New	+$279K	0.02%	416
2024 Q2	–	Sell	-5,682	Closed	-$282K	–	608
2024 Q1	$282K	Sell	5,682 -3,593	-39%	-$178K	0.02%	474
2023 Q4	$459K	Sell	9,275 -589	-6%	-$29K	0.03%	342
2023 Q3	$485K	Buy	9,864 +1	+0%	+$49	0.04%	299
2023 Q2	$485K	Sell	9,863 -115	-1%	-$5.65K	0.04%	301
2023 Q1	$491K	Buy	9,978 +961	+11%	+$47.2K	0.04%	287
2022 Q4	$442K	Buy	+9,017	New	+$441K	0.04%	297

Other funds holding VUSB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Regal Investment Advisors's VUSB Position: Q4 2025 in Review

Regal Investment Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2025, closing a stake of 5,618 shares — an estimated $281K sold.

Regal Investment Advisors first reported a position in VUSB in Q4 2022 and held it in 9 quarters. The position peaked at $491K in Q1 2023. 433 funds tracked by Wall St. Rank hold VUSB as of Q4 2025.

Regal Investment Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2025 after selling out during the quarter.
Regal Investment Advisors sold 5,618 Vanguard Ultra-Short Bond ETF shares in Q4 2025, an estimated $281K.
Regal Investment Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and held it in 9 quarters.
Regal Investment Advisors's Vanguard Ultra-Short Bond ETF position peaked at $491K in Q1 2023.
433 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2025.

Based on Regal Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.