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Walker Financial Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Walker Financial Services’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 		$3.87M Sell
77,753
-4,397
-5% -$219K 1.2% 17
2026
Q1 		$4.09M Buy
82,150
+1,028
+1% +$51.3K 1.4% 17
2025
Q4 		$4.04M Buy
81,122
+11,302
+16% +$564K 1.47% 16
2025
Q3 		$3.49M Buy
69,820
+14,583
+26% +$727K 1.36% 18
2025
Q2 		$2.75M Buy
+55,237
New +$2.74M 1.25% 14

Other funds holding VUSB

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
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
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return
CF
Calder Financial Downingtown, Pennsylvania $106M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Walker Financial Services's VUSB Position: Q2 2026 in Review

Walker Financial Services reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 5.4% in Q2 2026, selling an estimated $219K and leaving 77,753 shares worth $3.87M. The position accounts for 1.2% of the portfolio, ranked #17.

Walker Financial Services first reported a position in VUSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.09M in Q1 2026. 86 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Walker Financial Services held 77,753 shares of Vanguard Ultra-Short Bond ETF worth $3.87M as of Q2 2026.
  • Walker Financial Services sold 4,397 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $219K.
  • Vanguard Ultra-Short Bond ETF made up 1.2% of Walker Financial Services's portfolio in Q2 2026, its #17 holding.
  • Walker Financial Services first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Walker Financial Services's Vanguard Ultra-Short Bond ETF position peaked at $4.09M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.