Sax Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Sax Wealth Advisors’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	$770K	Buy	15,467 +5,705	+58%	+$284K	0.03%	265
2026 Q1	$487K	Hold	9,762	–	–	0.02%	294
2025 Q4	$487K	Hold	9,762	–	–	0.02%	300
2025 Q3	$488K	Hold	9,762	–	–	0.03%	275
2025 Q2	$487K	Buy	+9,762	New	+$485K	0.03%	263
2023 Q3	–	Sell	-8,158	Closed	-$401K	–	190
2023 Q2	$401K	Sell	8,158 -681	-8%	-$33.5K	0.08%	130
2023 Q1	$435K	Buy	8,839 +29	+0.3%	+$1.42K	0.09%	117
2022 Q4	$432K	Buy	8,810 +41	+0.5%	+$2.01K	0.1%	111
2022 Q3	$429K	Buy	8,769 +19	+0.2%	+$934	0.11%	111
2022 Q2	$431K	Buy	8,750 +212	+2%	+$10.5K	0.11%	114
2022 Q1	$422K	Sell	8,538 -268	-3%	-$13.3K	0.1%	113
2021 Q4	$440K	Sell	8,806 -299	-3%	-$15K	0.09%	120
2021 Q3	$457K	Buy	+9,105	New	+$456K	0.11%	106

Other funds holding VUSB

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Sax Wealth Advisors's VUSB Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 58% in Q2 2026, buying an estimated $284K and bringing the position to 15,467 shares worth $770K. The position accounts for 0.03% of the portfolio, ranked #265.

Sax Wealth Advisors first reported a position in VUSB in Q3 2021 and has held it in 13 quarters since. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Sax Wealth Advisors held 15,467 shares of Vanguard Ultra-Short Bond ETF worth $770K as of Q2 2026.
Sax Wealth Advisors bought 5,705 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $284K.
Vanguard Ultra-Short Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #265 holding.
Sax Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 13 quarters since.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.