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
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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Schulz Wealth's VUSB Position: Q4 2025 in Review

Schulz Wealth increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 4.6% in Q4 2025, buying an estimated $390K and bringing the position to 177,475 shares worth $8.85M. The position accounts for 5.67% of the portfolio, ranked #4.

Schulz Wealth first reported a position in VUSB in Q4 2023 and has held it in 9 quarters since. The position peaked at $12.4M in Q4 2023. 433 funds tracked by Wall St. Rank hold VUSB as of Q4 2025.

Schulz Wealth held 177,475 shares of Vanguard Ultra-Short Bond ETF worth $8.85M as of Q4 2025.
Schulz Wealth bought 7,816 Vanguard Ultra-Short Bond ETF shares in Q4 2025, an estimated $390K.
Vanguard Ultra-Short Bond ETF made up 5.67% of Schulz Wealth's portfolio in Q4 2025, its #4 holding.
Schulz Wealth first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and has held it in 9 quarters since.
Schulz Wealth's Vanguard Ultra-Short Bond ETF position peaked at $12.4M in Q4 2023.
433 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.