Sequoia Financial Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Sequoia Financial 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	$435K	Buy	+8,741	New	+$435K	﹤0.01%	1428
2023 Q1	–	Sell	-5,002	Closed	-$245K	–	879
2022 Q4	$245K	Buy	+5,002	New	+$245K	0.01%	655
2022 Q3	–	Sell	-5,000	Closed	-$246K	–	591
2022 Q2	$246K	Hold	5,000	–	–	0.01%	494
2022 Q1	$247K	Hold	5,000	–	–	0.01%	559
2021 Q4	$250K	Buy	+5,000	New	+$250K	0.01%	487

Other funds holding VUSB

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

ECML

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

MFA

McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPAS

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Sequoia Financial Advisors's VUSB Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026: 8,741 shares worth $435K. The stake represents ﹤0.01% of the portfolio and ranks #1428 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in VUSB as recently as Q4 2022.

Sequoia Financial Advisors first reported a position in VUSB in Q4 2021 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Sequoia Financial Advisors held 8,741 shares of Vanguard Ultra-Short Bond ETF worth $435K as of Q2 2026.
Vanguard Ultra-Short Bond ETF was a new Sequoia Financial Advisors position in Q2 2026.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1428 holding.
Sequoia Financial Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 5 quarters since.
86 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.