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Retirement Planning Group (Kansas)’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Retirement Planning Group (Kansas)’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 		$476K Sell
9,567
-523
-5% -$26K 0.01% 340
2026
Q1 		$502K Sell
10,090
-781
-7% -$38.9K 0.02% 297
2025
Q4 		$542K Sell
10,871
-542
-5% -$27K 0.02% 260
2025
Q3 		$571K Sell
11,413
-8,077
-41% -$402K 0.02% 252
2025
Q2 		$972K Buy
19,490
+150
+0.8% +$7.45K 0.04% 149
2025
Q1 		$964K Buy
+19,340
New +$962K 0.05% 137

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

Retirement Planning Group (Kansas)'s VUSB Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 5.2% in Q2 2026, selling an estimated $26K and leaving 9,567 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #340.

Retirement Planning Group (Kansas) first reported a position in VUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $972K in Q2 2025. 489 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Retirement Planning Group (Kansas) held 9,567 shares of Vanguard Ultra-Short Bond ETF worth $476K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 523 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $26K.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #340 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Ultra-Short Bond ETF position peaked at $972K in Q2 2025.
  • 489 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.