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Wisconsin Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Wisconsin Wealth 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
Q3 		$256K Buy
5,174
+732
+16% +$36.3K 0.22% 78
2026
Q2 		$221K Hold
4,442
– – 0.19% 86
2026
Q1 		$221K Hold
4,442
– – 0.22% 82
2025
Q4 		$221K Buy
+4,442
New +$222K 0.22% 82

Other funds holding VUSB

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wisconsin Wealth Advisors's VUSB Position: Q3 2026 in Review

Wisconsin Wealth Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 16% in Q3 2026, buying an estimated $36.3K and bringing the position to 5,174 shares worth $256K. The position accounts for 0.22% of the portfolio, ranked #78.

Wisconsin Wealth Advisors first reported a position in VUSB in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • Wisconsin Wealth Advisors held 5,174 shares of Vanguard Ultra-Short Bond ETF worth $256K as of Q3 2026.
  • Wisconsin Wealth Advisors bought 732 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $36.3K.
  • Vanguard Ultra-Short Bond ETF made up 0.22% of Wisconsin Wealth Advisors's portfolio in Q3 2026, its #78 holding.
  • Wisconsin Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.