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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$31M Buy
622,737
+127,055
+26% +$6.32M 3.91% 11
2026
Q1 		$24.7M Buy
495,682
+40,729
+9% +$2.03M 3.85% 11
2025
Q4 		$22.7M Sell
454,953
-31,817
-7% -$1.59M 3.49% 11
2025
Q3 		$24.3M Buy
486,770
+188,819
+63% +$9.41M 4.37% 8
2025
Q2 		$14.9M Buy
297,951
+87,012
+41% +$4.32M 2.97% 7
2025
Q1 		$10.5M Sell
210,939
-77,001
-27% -$3.83M 2.39% 8
2024
Q4 		$14.3M Sell
287,940
-35,154
-11% -$1.75M 3.32% 7
2024
Q3 		$16.1M Buy
323,094
+212,679
+193% +$10.6M 3.89% 7
2024
Q2 		$5.47M Buy
110,415
+26,574
+32% +$1.31M 1.55% 14
2024
Q1 		$4.15M Buy
+83,841
New +$4.15M 1.24% 17
2023
Q3 		$4.27M Buy
+86,884
New +$4.27M 1.45% 15
2022
Q4 		$1.02M Sell
20,853
-10,285
-33% -$503K 0.42% 27
2022
Q3 		$1.52M Buy
+31,138
New +$1.53M 0.67% 22
2021
Q4 		$24.9K Buy
+500
New +$25K 0.01% 196

Other funds holding VUSB

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VUSB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 26% in Q2 2026, buying an estimated $6.32M and bringing the position to 622,737 shares worth $31M. The position accounts for 3.91% of the portfolio, ranked #11.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VUSB in Q4 2021 and has held it in 14 quarters since. 163 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 622,737 shares of Vanguard Ultra-Short Bond ETF worth $31M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 127,055 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $6.32M.
  • Vanguard Ultra-Short Bond ETF made up 3.91% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #11 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • 163 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.