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Rockbridge Investment Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-6,078
Closed -$303K – 141
2025
Q4 		$303K Buy
+6,078
New +$303K 0.03% 115
2024
Q1 		– Sell
-1,163
Closed -$57.5K – 624
2023
Q4 		$57.5K Buy
+1,163
New +$57.2K 0.01% 225

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 $8.74B AUM 14.62% 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

Rockbridge Investment Management's VUSB Position: Q1 2026 in Review

Rockbridge Investment Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2026, closing a stake of 6,078 shares — an estimated $303K sold.

Rockbridge Investment Management first reported a position in VUSB in Q4 2023 and held it in 2 quarters. The position peaked at $303K in Q4 2025. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Rockbridge Investment Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Rockbridge Investment Management sold 6,078 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $303K.
  • Rockbridge Investment Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and held it in 2 quarters.
  • Rockbridge Investment Management's Vanguard Ultra-Short Bond ETF position peaked at $303K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.