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

SpringVest 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	$8.87M	Sell	178,099 -21,707	-11%	-$1.08M	5.58%	6
2026 Q1	$9.95M	Sell	199,806 -3,910	-2%	-$195K	6.79%	5
2025 Q4	$10.2M	Sell	203,716 -5,173	-2%	-$258K	7.08%	4
2025 Q3	$10.4M	Buy	208,889 +18,378	+10%	+$916K	7.68%	4
2025 Q2	$9.5M	Buy	190,511 +6,487	+4%	+$322K	7.69%	4
2025 Q1	$9.17M	Sell	184,024 -17,397	-9%	-$865K	7.61%	4
2024 Q4	$9.99M	Buy	+201,421	New	+$10M	8.56%	4

Other funds holding VUSB

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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

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

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

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

SpringVest Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 11% in Q2 2026, selling an estimated $1.08M and leaving 178,099 shares worth $8.87M. The position accounts for 5.58% of the portfolio, ranked #6.

SpringVest Wealth Management first reported a position in VUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q3 2025. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

SpringVest Wealth Management held 178,099 shares of Vanguard Ultra-Short Bond ETF worth $8.87M as of Q2 2026.
SpringVest Wealth Management sold 21,707 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $1.08M.
Vanguard Ultra-Short Bond ETF made up 5.58% of SpringVest Wealth Management's portfolio in Q2 2026, its #6 holding.
SpringVest Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
SpringVest Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $10.4M in Q3 2025.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.