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Symphony Financial Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Symphony Financial Services’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 		$235K Hold
4,725
– – 0.11% 93
2026
Q1 		$235K Sell
4,725
-300
-6% -$15K 0.12% 90
2025
Q4 		$250K Buy
5,025
+825
+20% +$41.1K 0.13% 86
2025
Q3 		$210K Buy
+4,200
New +$209K 0.11% 91

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DAS
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Commonwealth Equity Services
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5NPW
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RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
FWM
Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Symphony Financial Services's VUSB Position: Q2 2026 in Review

Symphony Financial Services held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2026 at 4,725 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #93.

Symphony Financial Services first reported a position in VUSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $250K in Q4 2025. 225 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Symphony Financial Services held 4,725 shares of Vanguard Ultra-Short Bond ETF worth $235K as of Q2 2026.
  • Symphony Financial Services left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2026.
  • Vanguard Ultra-Short Bond ETF made up 0.11% of Symphony Financial Services's portfolio in Q2 2026, its #93 holding.
  • Symphony Financial Services first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Symphony Financial Services's Vanguard Ultra-Short Bond ETF position peaked at $250K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.