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

Spire 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
Q2 		$1.05M Buy
21,137
+13,941
+194% +$693K 0.03% 381
2026
Q1 		$358K Sell
7,196
-52
-0.7% -$2.59K 0.01% 623
2025
Q4 		$361K Buy
7,248
+2,665
+58% +$133K 0.01% 625
2025
Q3 		$229K Buy
+4,583
New +$228K 0.01% 746

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Spire Wealth Management's VUSB Position: Q2 2026 in Review

Spire Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 194% in Q2 2026, buying an estimated $693K and bringing the position to 21,137 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #381.

Spire Wealth Management first reported a position in VUSB in Q3 2025 and has held it in 4 quarters since. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Spire Wealth Management held 21,137 shares of Vanguard Ultra-Short Bond ETF worth $1.05M as of Q2 2026.
  • Spire Wealth Management bought 13,941 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $693K.
  • Vanguard Ultra-Short Bond ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Spire Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.