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Wharton Business Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Wharton Business Group’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 		$71.6M Buy
1,437,741
+13,537
+1% +$673K 2.39% 13
2026
Q1 		$70.9M Buy
1,424,204
+5,670
+0.4% +$283K 2.68% 12
2025
Q4 		$70.7M Buy
1,418,534
+50,610
+4% +$2.52M 2.69% 14
2025
Q3 		$68.4M Buy
1,367,924
+57,905
+4% +$2.89M 2.99% 13
2025
Q2 		$65.3M Sell
1,310,019
-75,220
-5% -$3.74M 2.76% 13
2025
Q1 		$69.1M Sell
1,385,239
-64,240
-4% -$3.19M 3.12% 11
2024
Q4 		$71.9M Sell
1,449,479
-31,205
-2% -$1.55M 3.25% 10
2024
Q3 		$73.9M Buy
1,480,684
+20,605
+1% +$1.02M 3.32% 9
2024
Q2 		$72.3M Sell
1,460,079
-3,032,030
-67% -$150M 3.73% 9
2024
Q1 		$223M Buy
4,492,109
+134,435
+3% +$6.65M 10.7% 1
2023
Q4 		$215M Buy
4,357,674
+29,880
+0.7% +$1.47M 10.84% 1
2023
Q3 		$213M Buy
4,327,794
+2,545,220
+143% +$125M 11.83% 1
2023
Q2 		$87.6M Sell
1,782,574
-2,437,645
-58% -$120M 5.78% 5
2023
Q1 		$208M Sell
4,220,219
-2,020,255
-32% -$99.2M 12.46% 1
2022
Q4 		$306M Buy
6,240,474
+1,935,468
+45% +$94.7M 17.73% 1
2022
Q3 		$211M Buy
4,305,006
+248,037
+6% +$12.2M 14.25% 1
2022
Q2 		$200M Sell
4,056,969
-526,373
-11% -$26M 13.19% 1
2022
Q1 		$226M Buy
4,583,342
+1,318,605
+40% +$65.5M 13.73% 1
2021
Q4 		$163M Sell
3,264,737
-725,895
-18% -$36.3M 10.07% 2
2021
Q3 		$200M Buy
+3,990,632
New +$200M 20.3% 1

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

Wharton Business Group's VUSB Position: Q2 2026 in Review

Wharton Business Group increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.95% in Q2 2026, buying an estimated $673K and bringing the position to 1,437,741 shares worth $71.6M. The position accounts for 2.39% of the portfolio, ranked #13.

Wharton Business Group first reported a position in VUSB in Q3 2021 and has held it in 20 quarters since. The position peaked at $306M in Q4 2022. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Wharton Business Group held 1,437,741 shares of Vanguard Ultra-Short Bond ETF worth $71.6M as of Q2 2026.
  • Wharton Business Group bought 13,537 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $673K.
  • Vanguard Ultra-Short Bond ETF made up 2.39% of Wharton Business Group's portfolio in Q2 2026, its #13 holding.
  • Wharton Business Group first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Wharton Business Group's Vanguard Ultra-Short Bond ETF position peaked at $306M in Q4 2022.
  • 488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.