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Wealth Management Associates’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Wealth Management Associates’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 		$346K Sell
6,950
-500
-7% -$24.9K 0.12% 156
2025
Q4 		$371K Hold
7,450
– – 0.13% 149
2025
Q3 		$372K Hold
7,450
– – 0.13% 147
2025
Q2 		$371K Hold
7,450
– – 0.14% 134
2025
Q1 		$371K Hold
7,450
– – 0.16% 123
2024
Q4 		$370K Buy
7,450
+1,450
+24% +$72.1K 0.16% 126
2024
Q3 		$300K Hold
6,000
– – 0.13% 156
2024
Q2 		$297K Hold
6,000
– – 0.14% 142
2024
Q1 		$297K Sell
6,000
-550
-8% -$27.2K 0.14% 142
2023
Q4 		$324K Hold
6,550
– – 0.17% 131
2023
Q3 		$322K Hold
6,550
– – 0.19% 116
2023
Q2 		$322K Sell
6,550
-200
-3% -$9.83K 0.18% 119
2023
Q1 		$332K Sell
6,750
-950
-12% -$46.7K 0.21% 108
2022
Q4 		$377K Sell
7,700
-850
-10% -$41.6K 0.25% 94
2022
Q3 		$419K Sell
8,550
-2,650
-24% -$130K 0.29% 95
2022
Q2 		$551K Sell
11,200
-11,440
-51% -$564K 0.38% 63
2022
Q1 		$1.12M Buy
22,640
+1,850
+9% +$91.9K 0.63% 33
2021
Q4 		$1.04M Buy
20,790
+5,240
+34% +$262K 0.56% 39
2021
Q3 		$780K Buy
15,550
+6,050
+64% +$303K 0.46% 54
2021
Q2 		$476K Buy
+9,500
New +$476K 0.27% 98

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

Wealth Management Associates's VUSB Position: Q1 2026 in Review

Wealth Management Associates reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 6.7% in Q1 2026, selling an estimated $24.9K and leaving 6,950 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #156.

Wealth Management Associates first reported a position in VUSB in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.12M in Q1 2022. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Wealth Management Associates held 6,950 shares of Vanguard Ultra-Short Bond ETF worth $346K as of Q1 2026.
  • Wealth Management Associates sold 500 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $24.9K.
  • Vanguard Ultra-Short Bond ETF made up 0.12% of Wealth Management Associates's portfolio in Q1 2026, its #156 holding.
  • Wealth Management Associates first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Wealth Management Associates's Vanguard Ultra-Short Bond ETF position peaked at $1.12M in Q1 2022.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.