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

Websterrogers Financial 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
Q2 		$4.51M Buy
90,672
+4,758
+6% +$237K 1.16% 25
2026
Q1 		$4.28M Sell
85,914
-11
-0% -$549 1.22% 24
2025
Q4 		$4.28M Buy
85,925
+2,380
+3% +$119K 1.24% 23
2025
Q3 		$4.18M Buy
83,545
+1,133
+1% +$56.5K 1.25% 23
2025
Q2 		$4.11M Sell
82,412
-1,011
-1% -$50.2K 1.31% 23
2025
Q1 		$4.16M Sell
83,423
-49,217
-37% -$2.45M 1.42% 23
2024
Q4 		$6.58M Buy
132,640
+2,964
+2% +$147K 2.29% 16
2024
Q3 		$6.48M Sell
129,676
-13,738
-10% -$683K 2.27% 15
2024
Q2 		$7.1M Sell
143,414
-9,082
-6% -$449K 2.53% 13
2024
Q1 		$7.56M Buy
152,496
+8,412
+6% +$416K 2.69% 13
2023
Q4 		$7.12M Sell
144,084
-65,766
-31% -$3.24M 2.97% 14
2023
Q3 		$10.3M Sell
209,850
-75,872
-27% -$3.73M 4.54% 7
2023
Q2 		$14M Buy
285,722
+9,521
+3% +$468K 6.12% 5
2023
Q1 		$13.6M Buy
276,201
+120,853
+78% +$5.94M 6.26% 5
2022
Q4 		$7.61M Sell
155,348
-60,019
-28% -$2.94M 3.69% 9
2022
Q3 		$10.5M Sell
215,367
-45,070
-17% -$2.22M 5.54% 4
2022
Q2 		$12.8M Buy
260,437
+249,382
+2,256% +$12.3M 6.26% 4
2022
Q1 		$546K Buy
11,055
+6,225
+129% +$309K 0.28% 46
2021
Q4 		$241K Sell
4,830
-398
-8% -$19.9K 0.05% 59
2021
Q3 		$262K Buy
+5,228
New +$262K 0.06% 53

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

Websterrogers Financial Advisors's VUSB Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 5.5% in Q2 2026, buying an estimated $237K and bringing the position to 90,672 shares worth $4.51M. The position accounts for 1.16% of the portfolio, ranked #25.

Websterrogers Financial Advisors first reported a position in VUSB in Q3 2021 and has held it in 20 quarters since. The position peaked at $14M in Q2 2023. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Websterrogers Financial Advisors held 90,672 shares of Vanguard Ultra-Short Bond ETF worth $4.51M as of Q2 2026.
  • Websterrogers Financial Advisors bought 4,758 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $237K.
  • Vanguard Ultra-Short Bond ETF made up 1.16% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Websterrogers Financial Advisors's Vanguard Ultra-Short Bond ETF position peaked at $14M in Q2 2023.
  • 487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

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