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United Capital Financial Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

United Capital Financial 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
Q2 		$956K Sell
19,212
-100
-0.5% -$4.97K 0.01% 815
2026
Q1 		$961K Sell
19,312
-1
-0% -$50 0.01% 772
2025
Q4 		$962K Buy
+19,313
New +$963K 0.01% 745

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 $104B AUM 28.3% 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

United Capital Financial Advisors's VUSB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.52% in Q2 2026, selling an estimated $4.97K and leaving 19,212 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #815.

United Capital Financial Advisors first reported a position in VUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $962K in Q4 2025. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • United Capital Financial Advisors held 19,212 shares of Vanguard Ultra-Short Bond ETF worth $956K as of Q2 2026.
  • United Capital Financial Advisors sold 100 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $4.97K.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #815 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Vanguard Ultra-Short Bond ETF position peaked at $962K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.