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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
Q2 		$372K Buy
7,474
+52
+0.7% +$2.59K 0.18% 44
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 $1.81T 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

Sard Wealth Management Group's VUSB Position: Q2 2026 in Review

Sard Wealth Management Group increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.7% in Q2 2026, buying an estimated $2.59K and bringing the position to 7,474 shares worth $372K. The position accounts for 0.18% of the portfolio, ranked #44.

Sard Wealth Management Group first reported a position in VUSB in Q3 2025 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Sard Wealth Management Group held 7,474 shares of Vanguard Ultra-Short Bond ETF worth $372K as of Q2 2026.
  • Sard Wealth Management Group bought 52 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $2.59K.
  • Vanguard Ultra-Short Bond ETF made up 0.18% of Sard Wealth Management Group's portfolio in Q2 2026, its #44 holding.
  • Sard Wealth Management Group first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.