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

Ruedi 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 		$511K Sell
10,263
-5,502
-35% -$274K 0.12% 39
2026
Q1 		$785K Buy
15,765
+89
+0.6% +$4.44K 0.2% 33
2025
Q4 		$781K Sell
15,676
-391
-2% -$19.5K 0.2% 34
2025
Q3 		$803K Sell
16,067
-209
-1% -$10.4K 0.22% 33
2025
Q2 		$812K Buy
16,276
+194
+1% +$9.64K 0.24% 35
2025
Q1 		$802K Buy
16,082
+128
+0.8% +$6.37K 0.25% 28
2024
Q4 		$792K Sell
15,954
-653
-4% -$32.5K 0.25% 26
2024
Q3 		$829K Buy
16,607
+211
+1% +$10.5K 0.28% 25
2024
Q2 		$812K Buy
16,396
+221
+1% +$10.9K 0.32% 26
2024
Q1 		$801K Buy
16,175
+136
+0.8% +$6.73K 0.34% 29
2023
Q4 		$793K Buy
16,039
+264
+2% +$13K 0.37% 25
2023
Q3 		$776K Buy
15,775
+180
+1% +$8.84K 0.44% 20
2023
Q2 		$767K Buy
15,595
+161
+1% +$7.91K 0.45% 20
2023
Q1 		$760K Buy
15,434
+9,269
+150% +$455K 0.49% 18
2022
Q4 		$302K Buy
+6,165
New +$302K 0.21% 33

Other funds holding VUSB

JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
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
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

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

Ruedi Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 35% in Q2 2026, selling an estimated $274K and leaving 10,263 shares worth $511K. The position accounts for 0.12% of the portfolio, ranked #39.

Ruedi Wealth Management first reported a position in VUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $829K in Q3 2024. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Ruedi Wealth Management held 10,263 shares of Vanguard Ultra-Short Bond ETF worth $511K as of Q2 2026.
  • Ruedi Wealth Management sold 5,502 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $274K.
  • Vanguard Ultra-Short Bond ETF made up 0.12% of Ruedi Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Ruedi Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Ruedi Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $829K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.