Strategic Investment Solutions’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Strategic Investment Solutions’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	$1.69M	Sell	34,035 -5,717	-14%	-$284K	0.39%	52
2026 Q1	$1.98M	Sell	39,752 -2,100	-5%	-$105K	0.48%	42
2025 Q4	$2.09M	Buy	41,852 +2,303	+6%	+$115K	0.5%	44
2025 Q3	$1.98M	Sell	39,549 -1,286	-3%	-$64.1K	0.52%	45
2025 Q2	$2.03M	Sell	40,835 -1,505	-4%	-$74.8K	0.61%	40
2025 Q1	$2.11M	Sell	42,340 -1,704	-4%	-$84.7K	0.61%	32
2024 Q4	$2.39M	Sell	44,044 -3,909	-8%	-$194K	0.8%	27
2024 Q3	$2.39M	Sell	47,953 -1,808	-4%	-$89.8K	0.72%	29
2024 Q2	$2.47M	Buy	+49,761	New	+$2.46M	0.8%	27
2023 Q4	$2.4M	Buy	48,592 +32,090	+194%	+$1.58M	0.42%	41
2023 Q3	$811K	Buy	+16,502	New	+$811K	0.01%	339

Other funds holding VUSB

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

Strategic Investment Solutions's VUSB Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 14% in Q2 2026, selling an estimated $284K and leaving 34,035 shares worth $1.69M. The position accounts for 0.39% of the portfolio, ranked #52.

Strategic Investment Solutions first reported a position in VUSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.47M in Q2 2024. 113 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Strategic Investment Solutions held 34,035 shares of Vanguard Ultra-Short Bond ETF worth $1.69M as of Q2 2026.
Strategic Investment Solutions sold 5,717 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $284K.
Vanguard Ultra-Short Bond ETF made up 0.39% of Strategic Investment Solutions's portfolio in Q2 2026, its #52 holding.
Strategic Investment Solutions first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and has held it in 11 quarters since.
Strategic Investment Solutions's Vanguard Ultra-Short Bond ETF position peaked at $2.47M in Q2 2024.
113 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.