Ritholtz Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Ritholtz Wealth Management’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	$224K	Sell	4,505 -215	-5%	-$10.7K	﹤0.01%	1192
2026 Q1	$235K	Buy	4,720 +216	+5%	+$10.8K	﹤0.01%	1075
2025 Q4	$224K	Sell	4,504 -201	-4%	-$10K	﹤0.01%	1022
2025 Q3	$235K	Sell	4,705 -301	-6%	-$15K	﹤0.01%	924
2025 Q2	$250K	Buy	+5,006	New	+$249K	0.01%	854
2024 Q4	–	Sell	-15,368	Closed	-$767K	–	914
2024 Q3	$767K	Sell	15,368 -2	-0%	-$99	0.02%	438
2024 Q2	$761K	Buy	15,370 +2,318	+18%	+$115K	0.03%	420
2024 Q1	$647K	Sell	13,052 -1,513	-10%	-$74.9K	0.02%	466
2023 Q4	$720K	Buy	+14,565	New	+$717K	0.03%	405
2023 Q3	–	Sell	-1,388,511	Closed	-$68.3M	–	744
2023 Q2	$68.3M	Buy	1,388,511 +55,908	+4%	+$2.75M	3.07%	9
2023 Q1	$65.6M	Buy	1,332,603 +129,749	+11%	+$6.37M	3.27%	8
2022 Q4	$58.9M	Buy	+1,202,854	New	+$58.8M	3.29%	5

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 $103B AUM 28.65% 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

Ritholtz Wealth Management's VUSB Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 4.6% in Q2 2026, selling an estimated $10.7K and leaving 4,505 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Ritholtz Wealth Management first reported a position in VUSB in Q4 2022 and has held it in 12 quarters since. The position peaked at $68.3M in Q2 2023. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Ritholtz Wealth Management held 4,505 shares of Vanguard Ultra-Short Bond ETF worth $224K as of Q2 2026.
Ritholtz Wealth Management sold 215 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $10.7K.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1192 holding.
Ritholtz Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 12 quarters since.
Ritholtz Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $68.3M in Q2 2023.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.