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

Schulz Wealth’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	$8.7M	Buy	+174,683	New	+$8.69M	4.49%	5
2025 Q4	$8.85M	Buy	177,475 +7,816	+5%	+$390K	5.67%	4
2025 Q3	$8.48M	Buy	169,659 +2,141	+1%	+$107K	5.61%	4
2025 Q2	$8.35M	Sell	167,518 -1,325	-0.8%	-$65.8K	6.24%	4
2025 Q1	$8.42M	Sell	168,843 -16,900	-9%	-$841K	6.42%	5
2024 Q4	$9.22M	Sell	185,743 -12,339	-6%	-$613K	7.08%	4
2024 Q3	$9.89M	Sell	198,082 -24,750	-11%	-$1.23M	7.65%	3
2024 Q2	$11M	Sell	222,832 -4,396	-2%	-$217K	9.35%	3
2024 Q1	$11.3M	Sell	227,228 -23,742	-9%	-$1.17M	9.62%	3
2023 Q4	$12.4M	Buy	+250,970	New	+$12.4M	11.86%	2

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 $104B AUM 28.3% 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

Schulz Wealth's VUSB Position: Q2 2026 in Review

Schulz Wealth opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026: 174,683 shares worth $8.7M. The stake represents 4.49% of the portfolio and ranks #5 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in VUSB as recently as Q4 2025.

Schulz Wealth first reported a position in VUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.4M in Q4 2023. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Schulz Wealth held 174,683 shares of Vanguard Ultra-Short Bond ETF worth $8.7M as of Q2 2026.
Vanguard Ultra-Short Bond ETF was a new Schulz Wealth position in Q2 2026.
Vanguard Ultra-Short Bond ETF made up 4.49% of Schulz Wealth's portfolio in Q2 2026, its #5 holding.
Schulz Wealth first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and has held it in 10 quarters since.
Schulz Wealth's Vanguard Ultra-Short Bond ETF position peaked at $12.4M in Q4 2023.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.