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

SHP Wealth Management’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 Q1	$171K	Buy	+3,428	New	+$171K	0.01%	301

Other funds holding VUSB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

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

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

KAM

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

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

BTI

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

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

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

SHP Wealth Management's VUSB Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2026: 3,428 shares worth $171K. The stake represents 0.01% of the portfolio and ranks #301 among its holdings.

473 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

SHP Wealth Management held 3,428 shares of Vanguard Ultra-Short Bond ETF worth $171K as of Q1 2026.
Vanguard Ultra-Short Bond ETF was a new SHP Wealth Management position in Q1 2026.
Vanguard Ultra-Short Bond ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #301 holding.
473 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.