Root Financial Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Root Financial Partners’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 Q3	$6.96M	Buy	140,434 +46,333	+49%	+$2.3M	0.23%	41
2026 Q2	$4.68M	Buy	94,101 +27,368	+41%	+$1.36M	0.18%	44
2026 Q1	$3.32M	Buy	66,733 +25,550	+62%	+$1.27M	0.15%	46
2025 Q4	$2.05M	Buy	41,183 +8,538	+26%	+$426K	0.1%	57
2025 Q3	$1.63M	Buy	32,645 +12,595	+63%	+$628K	0.1%	63
2025 Q2	$1000K	Sell	20,050 -323	-2%	-$16K	0.1%	75
2025 Q1	$1.02M	Buy	20,373 +6,391	+46%	+$318K	0.11%	67
2024 Q4	$694K	Buy	13,982 +7,257	+108%	+$361K	0.09%	90
2024 Q3	$336K	Buy	+6,725	New	+$334K	0.05%	119

Other funds holding VUSB

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Root Financial Partners's VUSB Position: Q3 2026 in Review

Root Financial Partners increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 49% in Q3 2026, buying an estimated $2.3M and bringing the position to 140,434 shares worth $6.96M. The position accounts for 0.23% of the portfolio, ranked #41.

Root Financial Partners first reported a position in VUSB in Q3 2024 and has held it in 9 quarters since. 208 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Root Financial Partners held 140,434 shares of Vanguard Ultra-Short Bond ETF worth $6.96M as of Q3 2026.
Root Financial Partners bought 46,333 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $2.3M.
Vanguard Ultra-Short Bond ETF made up 0.23% of Root Financial Partners's portfolio in Q3 2026, its #41 holding.
Root Financial Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2024 and has held it in 9 quarters since.
208 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.