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TriaGen Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

TriaGen Wealth Management’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 		$1.15M Sell
23,015
-855
-4% -$42.5K 0.29% 85
2026
Q1 		$1.19M Sell
23,870
-1,616
-6% -$80.6K 0.32% 68
2025
Q4 		$1.27M Sell
25,486
-191
-0.7% -$9.53K 0.33% 71
2025
Q3 		$1.28M Sell
25,677
-3,683
-13% -$184K 0.33% 76
2025
Q2 		$1.46M Buy
29,360
+9,544
+48% +$474K 0.44% 65
2025
Q1 		$988K Sell
19,816
-1,557
-7% -$77.4K 0.35% 69
2024
Q4 		$1.06M Sell
21,373
-172
-0.8% -$8.55K 0.36% 66
2024
Q3 		$1.08M Sell
21,545
-1,197
-5% -$59.5K 0.36% 69
2024
Q2 		$1.13M Sell
22,742
-1,853
-8% -$91.6K 0.44% 63
2024
Q1 		$1.22M Sell
24,595
-100
-0.4% -$4.95K 0.51% 55
2023
Q4 		$1.22M Sell
24,695
-404
-2% -$19.9K 0.58% 53
2023
Q3 		$1.23M Sell
25,099
-1,208
-5% -$59.3K 0.63% 51
2023
Q2 		$1.29M Sell
26,307
-47,014
-64% -$2.31M 0.59% 60
2023
Q1 		$3.61M Buy
73,321
+8,692
+13% +$427K 1.81% 10
2022
Q4 		$3.17M Sell
64,629
-39,366
-38% -$1.93M 1.76% 12
2022
Q3 		$5.09M Buy
103,995
+46,535
+81% +$2.29M 2.81% 4
2022
Q2 		$2.83M Buy
57,460
+51,215
+820% +$2.52M 2.01% 12
2022
Q1 		$308K Sell
6,245
-4,200
-40% -$209K 0.16% 133
2021
Q4 		$522K Sell
10,445
-1,099
-10% -$55K 0.26% 99
2021
Q3 		$579K Buy
+11,544
New +$579K 0.31% 89

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

TriaGen Wealth Management's VUSB Position: Q2 2026 in Review

TriaGen Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.6% in Q2 2026, selling an estimated $42.5K and leaving 23,015 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #85.

TriaGen Wealth Management first reported a position in VUSB in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.09M in Q3 2022. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • TriaGen Wealth Management held 23,015 shares of Vanguard Ultra-Short Bond ETF worth $1.15M as of Q2 2026.
  • TriaGen Wealth Management sold 855 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $42.5K.
  • Vanguard Ultra-Short Bond ETF made up 0.29% of TriaGen Wealth Management's portfolio in Q2 2026, its #85 holding.
  • TriaGen Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • TriaGen Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $5.09M in Q3 2022.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.