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

Sard Wealth Management Group’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 		$369K Buy
7,422
+34
+0.5% +$1.7K 0.2% 42
2025
Q4 		$368K Buy
7,388
+1,570
+27% +$78.3K 0.2% 39
2025
Q3 		$291K Buy
+5,818
New +$290K 0.17% 43

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 $9.54B AUM 19.86% 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

Sard Wealth Management Group's VUSB Position: Q1 2026 in Review

Sard Wealth Management Group increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.46% in Q1 2026, buying an estimated $1.7K and bringing the position to 7,422 shares worth $369K. The position accounts for 0.2% of the portfolio, ranked #42.

Sard Wealth Management Group first reported a position in VUSB in Q3 2025 and has held it in 3 quarters since. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Sard Wealth Management Group held 7,422 shares of Vanguard Ultra-Short Bond ETF worth $369K as of Q1 2026.
  • Sard Wealth Management Group bought 34 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $1.7K.
  • Vanguard Ultra-Short Bond ETF made up 0.2% of Sard Wealth Management Group's portfolio in Q1 2026, its #42 holding.
  • Sard Wealth Management Group first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.