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TAGStone Capital’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

TAGStone Capital’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
Q1 		$455K Buy
9,138
+3,159
+53% +$158K 0.16% 91
2025
Q4 		$298K Sell
5,979
-1,502
-20% -$74.9K 0.11% 97
2025
Q3 		$374K Sell
7,481
-1,324
-15% -$66K 0.15% 88
2025
Q2 		$438K Sell
8,805
-5,211
-37% -$259K 0.18% 81
2025
Q1 		$699K Sell
14,016
-49,177
-78% -$2.45M 0.34% 53
2024
Q4 		$3.14M Sell
63,193
-2,829
-4% -$141K 1.54% 21
2024
Q3 		$3.3M Sell
66,022
-1,321
-2% -$65.6K 1.68% 20
2024
Q2 		$3.33M Sell
67,343
-1,341
-2% -$66.3K 1.89% 17
2024
Q1 		$3.4M Sell
68,684
-521
-0.8% -$25.8K 1.99% 17
2023
Q4 		$3.42M Sell
69,205
-50
-0.1% -$2.46K 2.24% 15
2023
Q3 		$3.41M Buy
69,255
+358
+0.5% +$17.6K 2.51% 10
2023
Q2 		$3.39M Sell
68,897
-1,830
-3% -$89.9K 2.44% 11
2023
Q1 		$3.48M Buy
70,727
+24,893
+54% +$1.22M 2.61% 9
2022
Q4 		$2.25M Sell
45,834
-25,654
-36% -$1.25M 1.85% 18
2022
Q3 		$3.5M Buy
71,488
+7,586
+12% +$373K 3.25% 7
2022
Q2 		$3.14M Sell
63,902
-13,771
-18% -$679K 3% 7
2022
Q1 		$3.84M Sell
77,673
-14,302
-16% -$710K 3.23% 5
2021
Q4 		$4.59M Buy
+91,975
New +$4.6M 3.82% 5

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

TAGStone Capital's VUSB Position: Q1 2026 in Review

TAGStone Capital increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 53% in Q1 2026, buying an estimated $158K and bringing the position to 9,138 shares worth $455K. The position accounts for 0.16% of the portfolio, ranked #91.

TAGStone Capital first reported a position in VUSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.59M in Q4 2021. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • TAGStone Capital held 9,138 shares of Vanguard Ultra-Short Bond ETF worth $455K as of Q1 2026.
  • TAGStone Capital bought 3,159 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $158K.
  • Vanguard Ultra-Short Bond ETF made up 0.16% of TAGStone Capital's portfolio in Q1 2026, its #91 holding.
  • TAGStone Capital first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • TAGStone Capital's Vanguard Ultra-Short Bond ETF position peaked at $4.59M in Q4 2021.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.