Salem Investment Counselors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Salem Investment Counselors’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	$4.8M	Sell	96,406 -6,330	-6%	-$315K	0.12%	104
2026 Q1	$5.11M	Buy	102,736 +497	+0.5%	+$24.8K	0.15%	93
2025 Q4	$5.1M	Buy	102,239 +7,333	+8%	+$366K	0.14%	91
2025 Q3	$4.74M	Buy	94,906 +13,965	+17%	+$696K	0.14%	95
2025 Q2	$4.04M	Buy	80,941 +3,732	+5%	+$185K	0.13%	100
2025 Q1	$3.85M	Buy	77,209 +1,358	+2%	+$67.5K	0.13%	102
2024 Q4	$3.76M	Buy	75,851 +2,691	+4%	+$134K	0.12%	104
2024 Q3	$3.65M	Sell	73,160 -3,487	-5%	-$173K	0.11%	106
2024 Q2	$3.8M	Sell	76,647 -2,990	-4%	-$148K	0.12%	105
2024 Q1	$3.95M	Buy	79,637 +2,260	+3%	+$112K	0.13%	103
2023 Q4	$3.83M	Sell	77,377 -9,449	-11%	-$465K	0.13%	99
2023 Q3	$4.27M	Buy	86,826 +15,622	+22%	+$767K	0.16%	90
2023 Q2	$3.5M	Sell	71,204 -2,395	-3%	-$118K	0.13%	103
2023 Q1	$3.62M	Buy	73,599 +3,456	+5%	+$170K	0.15%	96
2022 Q4	$3.44M	Sell	70,143 -22,759	-24%	-$1.11M	0.15%	93
2022 Q3	$4.55M	Buy	92,902 +7,136	+8%	+$351K	0.21%	78
2022 Q2	$4.22M	Buy	85,766 +33,583	+64%	+$1.66M	0.19%	83
2022 Q1	$2.58M	Buy	+52,183	New	+$2.59M	0.1%	120

Other funds holding VUSB

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return