WAU
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Wellington-Altus USA’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Wellington-Altus USA’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
-8,058
Closed -$401K – 710
2026
Q1 		$401K Buy
+8,058
New +$402K 0.24% 98

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 $104B AUM 28.3% 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

Wellington-Altus USA's VUSB Position: Q2 2026 in Review

Wellington-Altus USA sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2026, closing a stake of 8,058 shares — an estimated $401K sold.

Wellington-Altus USA first reported a position in VUSB in Q1 2026 and held it in 1 quarter. The position peaked at $401K in Q1 2026. 489 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Wellington-Altus USA reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington-Altus USA sold 8,058 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $401K.
  • Wellington-Altus USA first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2026 and held it in 1 quarter.
  • Wellington-Altus USA's Vanguard Ultra-Short Bond ETF position peaked at $401K in Q1 2026.
  • 489 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.