William Howard & Co Financial Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

William Howard & Co 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	$621K	Hold	12,476	–	–	0.48%	30
2026 Q1	$621K	Hold	12,476	–	–	0.54%	29
2025 Q4	$622K	Hold	12,476	–	–	0.52%	29
2025 Q3	$624K	Hold	12,476	–	–	0.53%	29
2025 Q2	$622K	Hold	12,476	–	–	0.54%	29
2025 Q1	$622K	Hold	12,476	–	–	0.58%	27
2024 Q4	$619K	Hold	12,476	–	–	0.56%	27
2024 Q3	$623K	Buy	12,476 +5,754	+86%	+$286K	0.53%	28
2024 Q2	$333K	Buy	+6,722	New	+$332K	0.31%	35

Other funds holding VUSB

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

William Howard & Co Financial Advisors's VUSB Position: Q2 2026 in Review

William Howard & Co Financial Advisors held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2026 at 12,476 shares worth $621K. The position accounts for 0.48% of the portfolio, ranked #30.

William Howard & Co Financial Advisors first reported a position in VUSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $624K in Q3 2025. 487 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

William Howard & Co Financial Advisors held 12,476 shares of Vanguard Ultra-Short Bond ETF worth $621K as of Q2 2026.
William Howard & Co Financial Advisors left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2026.
Vanguard Ultra-Short Bond ETF made up 0.48% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #30 holding.
William Howard & Co Financial Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2024 and has held it in 9 quarters since.
William Howard & Co Financial Advisors's Vanguard Ultra-Short Bond ETF position peaked at $624K in Q3 2025.
487 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.