Zhang Financial’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Zhang Financial’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	$4.94M	Buy	99,319 +62,861	+172%	+$3.13M	0.14%	80
2026 Q1	$1.82M	Sell	36,458 -4,955	-12%	-$247K	0.06%	140
2025 Q4	$2.06M	Buy	41,413 +23,433	+130%	+$1.17M	0.08%	123
2025 Q3	$899K	Sell	17,980 -119	-0.7%	-$5.93K	0.04%	180
2025 Q2	$903K	Buy	18,099 +11,972	+195%	+$595K	0.04%	173
2025 Q1	$305K	Buy	6,127 +1,209	+25%	+$60.1K	0.02%	246
2024 Q4	$244K	Buy	+4,918	New	+$244K	0.01%	260
2023 Q3	–	Sell	-5,847	Closed	-$287K	–	254
2023 Q2	$287K	Sell	5,847 -9,344	-62%	-$459K	0.03%	200
2023 Q1	$748K	Sell	15,191 -21,630	-59%	-$1.06M	0.09%	130
2022 Q4	$1.8M	Buy	+36,821	New	+$1.8M	0.23%	63

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

Zhang Financial's VUSB Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 172% in Q2 2026, buying an estimated $3.13M and bringing the position to 99,319 shares worth $4.94M. The position accounts for 0.14% of the portfolio, ranked #80.

Zhang Financial first reported a position in VUSB in Q4 2022 and has held it in 10 quarters since. 488 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

Zhang Financial held 99,319 shares of Vanguard Ultra-Short Bond ETF worth $4.94M as of Q2 2026.
Zhang Financial bought 62,861 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $3.13M.
Vanguard Ultra-Short Bond ETF made up 0.14% of Zhang Financial's portfolio in Q2 2026, its #80 holding.
Zhang Financial first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 10 quarters since.
488 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.