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TruWealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

TruWealth Advisors’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 		$16.3M Buy
326,580
+44,019
+16% +$2.2M 0.78% 45
2025
Q4 		$14.1M Buy
282,561
+16,645
+6% +$830K 0.69% 46
2025
Q3 		$13.3M Buy
265,916
+20,336
+8% +$1.01M 0.67% 43
2025
Q2 		$12.2M Buy
245,580
+36,727
+18% +$1.82M 0.67% 42
2025
Q1 		$10.4M Buy
208,853
+44,823
+27% +$2.23M 0.63% 45
2024
Q4 		$8.14M Buy
164,030
+18,948
+13% +$942K 0.49% 50
2024
Q3 		$7.25M Buy
145,082
+35,943
+33% +$1.79M 0.44% 51
2024
Q2 		$5.4M Buy
109,139
+39,535
+57% +$1.95M 0.36% 51
2024
Q1 		$3.45M Buy
69,604
+19,841
+40% +$982K 0.24% 58
2023
Q4 		$2.46M Sell
49,763
-241,475
-83% -$11.9M 0.19% 56
2023
Q3 		$14.3M Buy
291,238
+4,094
+1% +$201K 1.23% 27
2023
Q2 		$14.1M Sell
287,144
-1,314,753
-82% -$64.6M 1.21% 29
2023
Q1 		$78.9M Buy
1,601,897
+37,620
+2% +$1.85M 7.23% 3
2022
Q4 		$76.6M Sell
1,564,277
-646,231
-29% -$31.6M 7.48% 3
2022
Q3 		$108M Buy
2,210,508
+36,491
+2% +$1.79M 11.45% 1
2022
Q2 		$107M Buy
2,174,017
+61,094
+3% +$3.01M 11.46% 1
2022
Q1 		$104M Buy
+2,112,923
New +$105M 10.85% 1

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

TruWealth Advisors's VUSB Position: Q1 2026 in Review

TruWealth Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 16% in Q1 2026, buying an estimated $2.2M and bringing the position to 326,580 shares worth $16.3M. The position accounts for 0.78% of the portfolio, ranked #45.

TruWealth Advisors first reported a position in VUSB in Q1 2022 and has held it in 17 quarters since. The position peaked at $108M in Q3 2022. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • TruWealth Advisors held 326,580 shares of Vanguard Ultra-Short Bond ETF worth $16.3M as of Q1 2026.
  • TruWealth Advisors bought 44,019 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $2.2M.
  • Vanguard Ultra-Short Bond ETF made up 0.78% of TruWealth Advisors's portfolio in Q1 2026, its #45 holding.
  • TruWealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • TruWealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $108M in Q3 2022.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.