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 Q3	$5.42M	Buy	109,286 +9,967	+10%	+$495K	0.15%	81
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 $1.84T AUM 33.86% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Zhang Financial's VUSB Position: Q3 2026 in Review

Zhang Financial increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 10% in Q3 2026, buying an estimated $495K and bringing the position to 109,286 shares worth $5.42M. The position accounts for 0.15% of the portfolio, ranked #81.

Zhang Financial first reported a position in VUSB in Q4 2022 and has held it in 11 quarters since. 411 funds tracked by Wall St. Rank hold VUSB as of Q3 2026.

Zhang Financial held 109,286 shares of Vanguard Ultra-Short Bond ETF worth $5.42M as of Q3 2026.
Zhang Financial bought 9,967 Vanguard Ultra-Short Bond ETF shares in Q3 2026, an estimated $495K.
Vanguard Ultra-Short Bond ETF made up 0.15% of Zhang Financial's portfolio in Q3 2026, its #81 holding.
Zhang Financial first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 11 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2026.

Based on Zhang Financial's 13F filing for Q3 2026, filed 12 Nov 2026.