SPAS
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Spectrum Planning & Advisory Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Spectrum Planning & Advisory Services’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 		$8.91M Buy
179,021
+37,000
+26% +$1.84M 3.99% 8
2026
Q1 		$7.07M Buy
+142,021
New +$7.08M 3.5% 8

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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
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
CF
Calder Financial Downingtown, Pennsylvania $106M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Spectrum Planning & Advisory Services's VUSB Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 26% in Q2 2026, buying an estimated $1.84M and bringing the position to 179,021 shares worth $8.91M. The position accounts for 3.99% of the portfolio, ranked #8.

Spectrum Planning & Advisory Services first reported a position in VUSB in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Spectrum Planning & Advisory Services held 179,021 shares of Vanguard Ultra-Short Bond ETF worth $8.91M as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 37,000 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $1.84M.
  • Vanguard Ultra-Short Bond ETF made up 3.99% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #8 holding.
  • Spectrum Planning & Advisory Services first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.