TFO Wealth Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

TFO Wealth Partners’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	$1.79M	Buy	36,033 +22,135	+159%	+$1.1M	0.24%	31
2025 Q4	$693K	Buy	13,898 +1,515	+12%	+$75.6K	0.1%	37
2025 Q3	$619K	Buy	+12,383	New	+$617K	0.1%	37
2022 Q4	–	Sell	-2,077	Closed	-$102K	–	946
2022 Q3	$102K	Sell	2,077 -2,899	-58%	-$143K	0.03%	48
2022 Q2	$245K	Sell	4,976 -6,897	-58%	-$340K	0.06%	43
2022 Q1	$586K	Sell	11,873 -6,682	-36%	-$332K	0.12%	28
2021 Q4	$927K	Buy	+18,555	New	+$928K	0.18%	21

Other funds holding VUSB

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

TFO Wealth Partners's VUSB Position: Q1 2026 in Review

TFO Wealth Partners increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 159% in Q1 2026, buying an estimated $1.1M and bringing the position to 36,033 shares worth $1.79M. The position accounts for 0.24% of the portfolio, ranked #31.

TFO Wealth Partners first reported a position in VUSB in Q4 2021 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

TFO Wealth Partners held 36,033 shares of Vanguard Ultra-Short Bond ETF worth $1.79M as of Q1 2026.
TFO Wealth Partners bought 22,135 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $1.1M.
Vanguard Ultra-Short Bond ETF made up 0.24% of TFO Wealth Partners's portfolio in Q1 2026, its #31 holding.
TFO Wealth Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 7 quarters since.
470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.