VA
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Valmark Advisers’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Valmark Advisers’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 		$7.02M Buy
140,948
+65,320
+86% +$3.25M 0.07% 124
2026
Q1 		$3.77M Buy
75,628
+17,926
+31% +$894K 0.04% 166
2025
Q4 		$2.88M Buy
57,702
+2,961
+5% +$148K 0.04% 189
2025
Q3 		$2.74M Buy
54,741
+3,292
+6% +$164K 0.04% 183
2025
Q2 		$2.57M Buy
51,449
+1,336
+3% +$66.4K 0.04% 186
2025
Q1 		$2.5M Buy
50,113
+964
+2% +$47.9K 0.04% 176
2024
Q4 		$2.44M Sell
49,149
-3,702
-7% -$184K 0.04% 176
2024
Q3 		$2.64M Sell
52,851
-3,805
-7% -$189K 0.04% 159
2024
Q2 		$2.81M Sell
56,656
-946
-2% -$46.7K 0.05% 140
2024
Q1 		$2.85M Sell
57,602
-610
-1% -$30.2K 0.05% 136
2023
Q4 		$2.88M Sell
58,212
-87
-0.1% -$4.28K 0.05% 127
2023
Q3 		$2.87M Sell
58,299
-3,297
-5% -$162K 0.06% 112
2023
Q2 		$3.03M Sell
61,596
-918
-1% -$45.1K 0.06% 107
2023
Q1 		$3.08M Buy
62,514
+4,943
+9% +$243K 0.07% 105
2022
Q4 		$2.82M Sell
57,571
-408
-0.7% -$20K 0.07% 113
2022
Q3 		$2.84M Hold
57,979
– – 0.06% 96
2022
Q2 		$2.85M Buy
57,979
+704
+1% +$34.7K 0.06% 92
2022
Q1 		$2.83M Buy
57,275
+9,975
+21% +$495K 0.05% 100
2021
Q4 		$2.36M Buy
47,300
+17,734
+60% +$887K 0.04% 109
2021
Q3 		$1.48M Buy
29,566
+475
+2% +$23.8K 0.03% 139
2021
Q2 		$1.46M Buy
+29,091
New +$1.46M 0.03% 142

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

Valmark Advisers's VUSB Position: Q2 2026 in Review

Valmark Advisers increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 86% in Q2 2026, buying an estimated $3.25M and bringing the position to 140,948 shares worth $7.02M. The position accounts for 0.07% of the portfolio, ranked #124.

Valmark Advisers first reported a position in VUSB in Q2 2021 and has held it in 21 quarters since. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Valmark Advisers held 140,948 shares of Vanguard Ultra-Short Bond ETF worth $7.02M as of Q2 2026.
  • Valmark Advisers bought 65,320 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $3.25M.
  • Vanguard Ultra-Short Bond ETF made up 0.07% of Valmark Advisers's portfolio in Q2 2026, its #124 holding.
  • Valmark Advisers first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.