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 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	$1,000K	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

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 $104B AUM 28.3% 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

Root Financial Partners's VUSB Position: Q2 2026 in Review

Root Financial Partners increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 41% in Q2 2026, buying an estimated $1.36M and bringing the position to 94,101 shares worth $4.68M. The position accounts for 0.18% of the portfolio, ranked #44.

Root Financial Partners first reported a position in VUSB in Q3 2024 and has held it in 8 quarters since. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Root Financial Partners held 94,101 shares of Vanguard Ultra-Short Bond ETF worth $4.68M as of Q2 2026.
Root Financial Partners bought 27,368 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $1.36M.
Vanguard Ultra-Short Bond ETF made up 0.18% of Root Financial Partners's portfolio in Q2 2026, its #44 holding.
Root Financial Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2024 and has held it in 8 quarters since.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.