ZF
VUSB icon

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
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

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AHSSHC
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return