Roberts Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Roberts Wealth 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
2026 Q2	$855K	Sell	17,168 -19,125	-53%	-$951K	0.19%	72
2026 Q1	$1.81M	Sell	36,293 -44,085	-55%	-$2.2M	0.46%	56
2025 Q4	$4.01M	Sell	80,378 -59,005	-42%	-$2.94M	1.05%	30
2025 Q3	$6.97M	Sell	139,383 -60,014	-30%	-$2.99M	1.85%	13
2025 Q2	$9.94M	Sell	199,397 -71,982	-27%	-$3.58M	2.86%	8
2025 Q1	$13.5M	Sell	271,379 -28,797	-10%	-$1.43M	4.17%	4
2024 Q4	$14.9M	Buy	300,176 +108,768	+57%	+$5.41M	4.53%	5
2024 Q3	$9.51M	Buy	191,408 +19,700	+11%	+$979K	3.08%	8
2024 Q2	$8.49M	Buy	171,708 +59,741	+53%	+$2.95M	2.9%	8
2024 Q1	$5.53M	Buy	111,967 +49,102	+78%	+$2.43M	2.06%	11
2023 Q4	$9.34M	Buy	62,865 +6,203	+11%	+$305K	1.45%	27
2023 Q3	$2.78M	Buy	+56,662	New	+$2.78M	1.22%	30

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

Roberts Wealth Advisors's VUSB Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 53% in Q2 2026, selling an estimated $951K and leaving 17,168 shares worth $855K. The position accounts for 0.19% of the portfolio, ranked #72.

Roberts Wealth Advisors first reported a position in VUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.9M in Q4 2024. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Roberts Wealth Advisors held 17,168 shares of Vanguard Ultra-Short Bond ETF worth $855K as of Q2 2026.
Roberts Wealth Advisors sold 19,125 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $951K.
Vanguard Ultra-Short Bond ETF made up 0.19% of Roberts Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Roberts Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and has held it in 12 quarters since.
Roberts Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $14.9M in Q4 2024.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.