Regatta Capital Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Regatta Capital Group’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	$993K	Buy	19,938 +2,566	+15%	+$128K	0.13%	97
2026 Q1	$865K	Buy	17,372 +4,042	+30%	+$202K	0.13%	101
2025 Q4	$664K	Sell	13,330 -7,755	-37%	-$387K	0.1%	122
2025 Q3	$1.05M	Buy	21,085 +1,236	+6%	+$61.6K	0.17%	88
2025 Q2	$990K	Sell	19,849 -8,210	-29%	-$408K	0.17%	87
2025 Q1	$1.4M	Buy	28,059 +9,508	+51%	+$473K	0.27%	63
2024 Q4	$921K	Sell	18,551 -7,766	-30%	-$386K	0.18%	84
2024 Q3	$1.31M	Buy	26,317 +135	+0.5%	+$6.71K	0.26%	65
2024 Q2	$1.3M	Sell	26,182 -3,715	-12%	-$184K	0.28%	58
2024 Q1	$1.48M	Sell	29,897 -120,945	-80%	-$5.99M	0.33%	59
2023 Q4	$7.46M	Sell	150,842 -90,145	-37%	-$4.44M	1.96%	14
2023 Q3	$11.9M	Buy	+240,987	New	+$11.8M	3.76%	6

Other funds holding VUSB

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Regatta Capital Group's VUSB Position: Q2 2026 in Review

Regatta Capital Group increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 15% in Q2 2026, buying an estimated $128K and bringing the position to 19,938 shares worth $993K. The position accounts for 0.13% of the portfolio, ranked #97.

Regatta Capital Group first reported a position in VUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.9M in Q3 2023. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Regatta Capital Group held 19,938 shares of Vanguard Ultra-Short Bond ETF worth $993K as of Q2 2026.
Regatta Capital Group bought 2,566 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $128K.
Vanguard Ultra-Short Bond ETF made up 0.13% of Regatta Capital Group's portfolio in Q2 2026, its #97 holding.
Regatta Capital Group first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and has held it in 12 quarters since.
Regatta Capital Group's Vanguard Ultra-Short Bond ETF position peaked at $11.9M in Q3 2023.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.