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BOLTON SECURITIES CORPORATION’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$36.8K Buy
742
+8
+1% +$397 ﹤0.01% 1432
2026
Q2 		$36.6K Buy
734
+7
+1% +$348 ﹤0.01% 1443
2026
Q1 		$36.2K Buy
727
+5
+0.7% +$249 ﹤0.01% 1307
2025
Q4 		$36K Buy
722
+11
+2% +$549 ﹤0.01% 1277
2025
Q3 		$35.6K Buy
711
+8
+1% +$399 ﹤0.01% 1236
2025
Q2 		$35.1K Buy
703
+8
+1% +$397 ﹤0.01% 1185
2025
Q1 		$34.6K Buy
+695
New +$34.6K ﹤0.01% 1143

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VUSB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.1% in Q3 2026, buying an estimated $397 and bringing the position to 742 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

BOLTON SECURITIES CORPORATION first reported a position in VUSB in Q1 2025 and has held it in 7 quarters since. 461 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 742 shares of Vanguard Ultra-Short Bond ETF worth $36.8K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 8 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $397.
  • Vanguard Ultra-Short Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1432 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 461 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.