Wealth Enhancement Advisory Services
VUSB icon

Wealth Enhancement Advisory Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Wealth Enhancement Advisory 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 		$9.07M Sell
182,577
-14,354
-7% -$714K 0.02% 713
2026
Q1 		$9.78M Sell
196,931
-88,550
-31% -$4.42M 0.02% 588
2025
Q4 		$14.2M Buy
285,481
+56,016
+24% +$2.79M 0.02% 582
2025
Q3 		$11.4M Buy
229,465
+7,023
+3% +$350K 0.02% 607
2025
Q2 		$11.1M Buy
222,442
+103,851
+88% +$5.16M 0.02% 595
2025
Q1 		$5.91M Sell
118,591
-6,431
-5% -$320K 0.01% 766
2024
Q4 		$6.2M Sell
125,022
-5,147
-4% -$256K 0.01% 723
2024
Q3 		$6.5M Sell
130,169
-36,220
-22% -$1.8M 0.01% 650
2024
Q2 		$8.24M Buy
166,389
+2,633
+2% +$130K 0.02% 540
2024
Q1 		$8.11M Buy
163,756
+34,977
+27% +$1.73M 0.02% 533
2023
Q4 		$6.37M Buy
128,779
+8,712
+7% +$429K 0.02% 543
2023
Q3 		$5.91M Buy
+120,067
New +$5.9M 0.02% 541

Other funds holding VUSB

JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's VUSB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 7.3% in Q2 2026, selling an estimated $714K and leaving 182,577 shares worth $9.07M. The position accounts for 0.02% of the portfolio, ranked #713.

Wealth Enhancement Advisory Services first reported a position in VUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.2M in Q4 2025. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 182,577 shares of Vanguard Ultra-Short Bond ETF worth $9.07M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 14,354 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $714K.
  • Vanguard Ultra-Short Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #713 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Ultra-Short Bond ETF position peaked at $14.2M in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.