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

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 $104B AUM 28.3% 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

XY Planning Network's VUSB Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 6% in Q2 2026, buying an estimated $193K and bringing the position to 68,626 shares worth $3.42M. The position accounts for 0.43% of the portfolio, ranked #53.

XY Planning Network first reported a position in VUSB in Q2 2025 and has held it in 5 quarters since. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

XY Planning Network held 68,626 shares of Vanguard Ultra-Short Bond ETF worth $3.42M as of Q2 2026.
XY Planning Network bought 3,891 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $193K.
Vanguard Ultra-Short Bond ETF made up 0.43% of XY Planning Network's portfolio in Q2 2026, its #53 holding.
XY Planning Network first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2025 and has held it in 5 quarters since.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.