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Stonebridge Financial Group (Pennsylvania)’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$271K Sell
5,447
-1,837
-25% -$91.3K 0.02% 233
2026
Q1 		$363K Buy
+7,284
New +$363K 0.03% 197
2025
Q2 		– Sell
-1,009
Closed -$50.3K – 931
2025
Q1 		$50.3K Buy
+1,009
New +$50.2K 0.01% 384

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
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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VUSB Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 25% in Q2 2026, selling an estimated $91.3K and leaving 5,447 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #233.

Stonebridge Financial Group (Pennsylvania) first reported a position in VUSB in Q1 2025 and has held it in 3 quarters since. The position peaked at $363K in Q1 2026. 430 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 5,447 shares of Vanguard Ultra-Short Bond ETF worth $271K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 1,837 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $91.3K.
  • Vanguard Ultra-Short Bond ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #233 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Vanguard Ultra-Short Bond ETF position peaked at $363K in Q1 2026.
  • 430 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.