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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
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 $1.56T 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 $9.54B AUM 19.86% 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

Retirement Planning Group (Kansas)'s VUSB Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 7.2% in Q1 2026, selling an estimated $38.9K and leaving 10,090 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #297.

Retirement Planning Group (Kansas) first reported a position in VUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $972K in Q2 2025. 472 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Retirement Planning Group (Kansas) held 10,090 shares of Vanguard Ultra-Short Bond ETF worth $502K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 781 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $38.9K.
  • Vanguard Ultra-Short Bond ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #297 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Ultra-Short Bond ETF position peaked at $972K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.