Wedmont Private Capital’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Wedmont Private Capital’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	–	Sell	-5,859	Closed	-$291K	–	982
2026 Q1	$291K	Sell	5,859 -4,004	-41%	-$200K	0.01%	674
2025 Q4	$492K	Sell	9,863 -10,563	-52%	-$527K	0.02%	481
2025 Q3	$1.02M	Buy	+20,426	New	+$1.02M	0.04%	275
2022 Q2	–	Sell	-35,432	Closed	-$1.75M	–	386
2022 Q1	$1.75M	Buy	+35,432	New	+$1.76M	0.39%	44

Other funds holding VUSB

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

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

Wedmont Private Capital's VUSB Position: Q2 2026 in Review

Wedmont Private Capital sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026, closing a stake of 5,859 shares — an estimated $291K sold.

Wedmont Private Capital first reported a position in VUSB in Q1 2022 and held it in 4 quarters. The position peaked at $1.75M in Q1 2022. 270 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Wedmont Private Capital reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2026 after selling out during the quarter.
Wedmont Private Capital sold 5,859 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $291K.
Wedmont Private Capital first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2022 and held it in 4 quarters.
Wedmont Private Capital's Vanguard Ultra-Short Bond ETF position peaked at $1.75M in Q1 2022.
270 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.