TrueWealth Financial Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

TrueWealth Financial 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 Q2	$2.04M	Hold	40,967	–	–	0.84%	17
2026 Q1	$2.04M	Buy	+40,967	New	+$2.04M	0.81%	19
2025 Q4	–	Sell	-40,967	Closed	-$2.05M	–	73
2025 Q3	$2.05M	Hold	40,967	–	–	1.05%	16
2025 Q2	$2.04M	Sell	40,967 -719	-2%	-$35.7K	1.13%	18
2025 Q1	$2.08M	Buy	41,686 +3,014	+8%	+$150K	1.26%	16
2024 Q4	$1.92M	Hold	38,672	–	–	1.19%	14
2024 Q3	$1.93M	Hold	38,672	–	–	1.16%	14
2024 Q2	$1.92M	Buy	+38,672	New	+$1.91M	1.24%	14

Other funds holding VUSB

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

TrueWealth Financial Partners's VUSB Position: Q2 2026 in Review

TrueWealth Financial Partners held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2026 at 40,967 shares worth $2.04M. The position accounts for 0.84% of the portfolio, ranked #17.

TrueWealth Financial Partners first reported a position in VUSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.08M in Q1 2025. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

TrueWealth Financial Partners held 40,967 shares of Vanguard Ultra-Short Bond ETF worth $2.04M as of Q2 2026.
TrueWealth Financial Partners left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2026.
Vanguard Ultra-Short Bond ETF made up 0.84% of TrueWealth Financial Partners's portfolio in Q2 2026, its #17 holding.
TrueWealth Financial Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2024 and has held it in 8 quarters since.
TrueWealth Financial Partners's Vanguard Ultra-Short Bond ETF position peaked at $2.08M in Q1 2025.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.