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 Q3	$432K	Buy	8,720 +1,246	+17%	+$61.9K	0.17%	44
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Sard Wealth Management Group's VUSB Position: Q3 2026 in Review

Sard Wealth Management Group increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 17% in Q3 2026, buying an estimated $61.9K and bringing the position to 8,720 shares worth $432K. The position accounts for 0.17% of the portfolio, ranked #44.

Sard Wealth Management Group first reported a position in VUSB in Q3 2025 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Sard Wealth Management Group held 8,720 shares of Vanguard Ultra-Short Bond ETF worth $432K as of Q3 2026.
Sard Wealth Management Group bought 1,246 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $61.9K.
Vanguard Ultra-Short Bond ETF made up 0.17% of Sard Wealth Management Group's portfolio in Q3 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 5 quarters since.
151 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.