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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
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
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

Valtinson Bruner Financial Planning's VUSB Position: Q1 2026 in Review

Valtinson Bruner Financial Planning reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.2% in Q1 2026, selling an estimated $213K and leaving 340,381 shares worth $16.9M. The position accounts for 4.66% of the portfolio, ranked #5.

Valtinson Bruner Financial Planning first reported a position in VUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.8M in Q2 2025. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Valtinson Bruner Financial Planning held 340,381 shares of Vanguard Ultra-Short Bond ETF worth $16.9M as of Q1 2026.
  • Valtinson Bruner Financial Planning sold 4,266 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $213K.
  • Vanguard Ultra-Short Bond ETF made up 4.66% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #5 holding.
  • Valtinson Bruner Financial Planning first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Valtinson Bruner Financial Planning's Vanguard Ultra-Short Bond ETF position peaked at $19.8M in Q2 2025.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.