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Waverly Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Waverly Advisors’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 		$25.9M Buy
521,180
+112,050
+27% +$5.59M 0.19% 111
2025
Q4 		$20.4M Sell
409,130
-9,796
-2% -$489K 0.17% 125
2025
Q3 		$20.9M Sell
418,926
-7,629
-2% -$380K 0.21% 95
2025
Q2 		$21.3M Buy
426,555
+693
+0.2% +$34.4K 0.23% 88
2025
Q1 		$21.2M Sell
425,862
-1,165
-0.3% -$57.9K 0.26% 85
2024
Q4 		$21.2M Sell
427,027
-25
-0% -$1.24K 0.33% 62
2024
Q3 		$21.3M Sell
427,052
-85,303
-17% -$4.24M 0.39% 50
2024
Q2 		$25.4M Buy
512,355
+21,156
+4% +$1.05M 0.5% 39
2024
Q1 		$24.3M Buy
491,199
+456,308
+1,308% +$22.6M 0.57% 34
2023
Q4 		$1.72M Buy
34,891
+17,115
+96% +$842K 0.06% 166
2023
Q3 		$874K Sell
17,776
-2,050
-10% -$101K 0.04% 208
2023
Q2 		$975K Sell
19,826
-216
-1% -$10.6K 0.04% 188
2023
Q1 		$987K Sell
20,042
-386
-2% -$19K 0.05% 146
2022
Q4 		$1M Sell
20,428
-26,973
-57% -$1.32M 0.06% 134
2022
Q3 		$2.32M Buy
+47,401
New +$2.33M 0.16% 68

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

Waverly Advisors's VUSB Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 27% in Q1 2026, buying an estimated $5.59M and bringing the position to 521,180 shares worth $25.9M. The position accounts for 0.19% of the portfolio, ranked #111.

Waverly Advisors first reported a position in VUSB in Q3 2022 and has held it in 15 quarters since. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Waverly Advisors held 521,180 shares of Vanguard Ultra-Short Bond ETF worth $25.9M as of Q1 2026.
  • Waverly Advisors bought 112,050 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $5.59M.
  • Vanguard Ultra-Short Bond ETF made up 0.19% of Waverly Advisors's portfolio in Q1 2026, its #111 holding.
  • Waverly Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.