Valtinson Bruner Financial Planning’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Valtinson Bruner Financial Planning’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 Q3	$15.7M	Sell	317,333 -13,959	-4%	-$693K	3.89%	7
2026 Q2	$16.5M	Sell	331,292 -9,089	-3%	-$452K	4.13%	6
2026 Q1	$16.9M	Sell	340,381 -4,266	-1%	-$213K	4.66%	5
2025 Q4	$17.2M	Sell	344,647 -39,560	-10%	-$1.97M	4.94%	6
2025 Q3	$19.2M	Sell	384,207 -13,060	-3%	-$651K	5.69%	5
2025 Q2	$19.8M	Buy	397,267 +53,516	+16%	+$2.66M	6.22%	3
2025 Q1	$17.1M	Buy	+343,751	New	+$17.1M	5.79%	5

Other funds holding VUSB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Valtinson Bruner Financial Planning's VUSB Position: Q3 2026 in Review

Valtinson Bruner Financial Planning reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 4.2% in Q3 2026, selling an estimated $693K and leaving 317,333 shares worth $15.7M. The position accounts for 3.89% of the portfolio, ranked #7.

Valtinson Bruner Financial Planning first reported a position in VUSB in Q1 2025 and has held it in 7 quarters since. The position peaked at $19.8M in Q2 2025. 411 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Valtinson Bruner Financial Planning held 317,333 shares of Vanguard Ultra-Short Bond ETF worth $15.7M as of Q3 2026.
Valtinson Bruner Financial Planning sold 13,959 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $693K.
Vanguard Ultra-Short Bond ETF made up 3.89% of Valtinson Bruner Financial Planning's portfolio in Q3 2026, its #7 holding.
Valtinson Bruner Financial Planning first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 7 quarters since.
Valtinson Bruner Financial Planning's Vanguard Ultra-Short Bond ETF position peaked at $19.8M in Q2 2025.
411 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q3 2026, filed 2 Nov 2026.