XY Planning Network’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

XY Planning Network’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	$3.42M	Buy	68,626 +3,891	+6%	+$193K	0.43%	53
2026 Q1	$3.21M	Buy	64,735 +13,270	+26%	+$662K	0.51%	46
2025 Q4	$2.57M	Buy	51,465 +37,309	+264%	+$1.86M	0.45%	52
2025 Q3	$706K	Hold	14,156	–	–	0.24%	91
2025 Q2	$706K	Buy	+14,156	New	+$703K	0.24%	91

Other funds holding VUSB

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

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM