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U.S. Capital Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

U.S. Capital Wealth 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 		$3.19M Buy
64,071
+2,253
+4% +$112K 0.08% 255
2025
Q4 		$3.08M Sell
61,818
-948
-2% -$47.3K 0.08% 257
2025
Q3 		$3.14M Buy
62,766
+9,511
+18% +$474K 0.08% 236
2025
Q2 		$2.66M Buy
53,255
+1,053
+2% +$52.3K 0.08% 247
2025
Q1 		$2.6M Buy
52,202
+1,385
+3% +$68.9K 0.08% 239
2024
Q4 		$2.52M Buy
50,817
+12,759
+34% +$634K 0.08% 261
2024
Q3 		$1.9M Sell
38,058
-330
-0.9% -$16.4K 0.07% 254
2024
Q2 		$1.9M Buy
38,388
+1,616
+4% +$79.8K 0.07% 250
2024
Q1 		$1.82M Buy
36,772
+1,092
+3% +$54K 0.07% 253
2023
Q4 		$1.76M Sell
35,680
-1,935
-5% -$95.2K 0.07% 256
2023
Q3 		$1.85M Buy
37,615
+28,726
+323% +$1.41M 0.08% 211
2023
Q2 		$437K Sell
8,889
-1,576
-15% -$77.5K 0.02% 465
2023
Q1 		$515K Sell
10,465
-67,767
-87% -$3.33M 0.02% 423
2022
Q4 		$3.83M Buy
78,232
+47,440
+154% +$2.32M 0.18% 123
2022
Q3 		$1.51M Buy
30,792
+8,489
+38% +$417K 0.08% 246
2022
Q2 		$1.1M Buy
+22,303
New +$1.1M 0.05% 334

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 $9.54B AUM 19.86% 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

U.S. Capital Wealth Advisors's VUSB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.6% in Q1 2026, buying an estimated $112K and bringing the position to 64,071 shares worth $3.19M. The position accounts for 0.08% of the portfolio, ranked #255.

U.S. Capital Wealth Advisors first reported a position in VUSB in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.83M in Q4 2022. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • U.S. Capital Wealth Advisors held 64,071 shares of Vanguard Ultra-Short Bond ETF worth $3.19M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 2,253 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $112K.
  • Vanguard Ultra-Short Bond ETF made up 0.08% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #255 holding.
  • U.S. Capital Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • U.S. Capital Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $3.83M in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.