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

Signature Wealth Management Group’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	$7.07M	Sell	141,911 -1,945	-1%	-$97K	2.68%	4
2025 Q4	$7.17M	Sell	143,856 -5,284	-4%	-$264K	2.92%	2
2025 Q3	$7.46M	Buy	149,140 +62,181	+72%	+$3.1M	2.89%	3
2025 Q2	$4.34M	Buy	86,959 +898	+1%	+$44.6K	1.71%	20
2025 Q1	$4.29M	Buy	86,061 +1,754	+2%	+$87.2K	1.67%	22
2024 Q4	$4.18M	Buy	84,307 +10,479	+14%	+$521K	1.68%	20
2024 Q3	$3.69M	Buy	73,828 +1,809	+3%	+$89.9K	1.48%	31
2024 Q2	$3.57M	Buy	72,019 +191	+0.3%	+$9.44K	1.56%	27
2024 Q1	$3.55M	Buy	71,828 +7,181	+11%	+$355K	1.61%	24
2023 Q4	$3.2M	Buy	+64,647	New	+$3.18M	1.48%	31
2023 Q2	$3.44M	Sell	70,052 -5,083	-7%	-$250K	1.6%	29
2023 Q1	$3.7M	Buy	75,135 +35,655	+90%	+$1.75M	1.75%	23
2022 Q4	$1.93M	Sell	39,480 -486	-1%	-$23.8K	0.95%	41
2022 Q3	$1.96M	Buy	+39,966	New	+$1.96M	0.99%	42

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 $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

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

Signature Wealth Management Group's VUSB Position: Q1 2026 in Review

Signature Wealth Management Group reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.4% in Q1 2026, selling an estimated $97K and leaving 141,911 shares worth $7.07M. The position accounts for 2.68% of the portfolio, ranked #4.

Signature Wealth Management Group first reported a position in VUSB in Q3 2022 and has held it in 14 quarters since. The position peaked at $7.46M in Q3 2025. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

Signature Wealth Management Group held 141,911 shares of Vanguard Ultra-Short Bond ETF worth $7.07M as of Q1 2026.
Signature Wealth Management Group sold 1,945 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $97K.
Vanguard Ultra-Short Bond ETF made up 2.68% of Signature Wealth Management Group's portfolio in Q1 2026, its #4 holding.
Signature Wealth Management Group first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 14 quarters since.
Signature Wealth Management Group's Vanguard Ultra-Short Bond ETF position peaked at $7.46M in Q3 2025.
470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.