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Steward Partners Investment Advisory’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Steward Partners Investment Advisory’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 		$7.74M Buy
155,431
+8,343
+6% +$415K 0.04% 420
2026
Q1 		$7.32M Buy
147,088
+4,514
+3% +$225K 0.04% 405
2025
Q4 		$7.11M Buy
142,574
+6,596
+5% +$329K 0.04% 384
2025
Q3 		$6.8M Buy
135,978
+28,919
+27% +$1.44M 0.04% 390
2025
Q2 		$5.34M Sell
107,059
-2,556
-2% -$127K 0.04% 413
2025
Q1 		$5.46M Sell
109,615
-8,724
-7% -$434K 0.05% 373
2024
Q4 		$5.87M Buy
118,339
+6,407
+6% +$318K 0.05% 337
2024
Q3 		$5.59M Buy
111,932
+1,165
+1% +$57.9K 0.05% 335
2024
Q2 		$5.49M Sell
110,767
-1,709
-2% -$84.4K 0.06% 314
2024
Q1 		$5.57M Buy
112,476
+477
+0.4% +$23.6K 0.06% 315
2023
Q4 		$5.54M Buy
111,999
+91,154
+437% +$4.49M 0.07% 264
2023
Q3 		$1.03M Sell
20,845
-1,034
-5% -$50.8K 0.02% 669
2023
Q2 		$1.08M Buy
21,879
+1,160
+6% +$57K 0.02% 669
2023
Q1 		$1.02M Sell
20,719
-3,205
-13% -$157K 0.02% 689
2022
Q4 		$1.17M Buy
23,924
+14,685
+159% +$718K 0.02% 609
2022
Q3 		$452K Buy
+9,239
New +$454K 0.01% 889

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

Steward Partners Investment Advisory's VUSB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 5.7% in Q2 2026, buying an estimated $415K and bringing the position to 155,431 shares worth $7.74M. The position accounts for 0.04% of the portfolio, ranked #420.

Steward Partners Investment Advisory first reported a position in VUSB in Q3 2022 and has held it in 16 quarters since. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Steward Partners Investment Advisory held 155,431 shares of Vanguard Ultra-Short Bond ETF worth $7.74M as of Q2 2026.
  • Steward Partners Investment Advisory bought 8,343 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $415K.
  • Vanguard Ultra-Short Bond ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #420 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.