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 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 $1.81T 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Valtinson Bruner Financial Planning's VUSB Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 2.7% in Q2 2026, selling an estimated $452K and leaving 331,292 shares worth $16.5M. The position accounts for 4.13% of the portfolio, ranked #6.

Valtinson Bruner Financial Planning first reported a position in VUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.8M in Q2 2025. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Valtinson Bruner Financial Planning held 331,292 shares of Vanguard Ultra-Short Bond ETF worth $16.5M as of Q2 2026.
Valtinson Bruner Financial Planning sold 9,089 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $452K.
Vanguard Ultra-Short Bond ETF made up 4.13% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #6 holding.
Valtinson Bruner Financial Planning first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 6 quarters since.
Valtinson Bruner Financial Planning's Vanguard Ultra-Short Bond ETF position peaked at $19.8M in Q2 2025.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.