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AllSquare Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

AllSquare Wealth Management’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
2025
Q3 		$80K Hold
1,601
– – 0.04% 178
2025
Q2 		$79.8K Hold
1,601
– – 0.04% 174
2025
Q1 		$79.8K Hold
1,601
– – 0.05% 168
2024
Q4 		$79.4K Sell
1,601
-210
-12% -$10.4K 0.05% 169
2024
Q3 		$90.4K Hold
1,811
– – 0.05% 160
2024
Q2 		$89.7K Hold
1,811
– – 0.05% 155
2024
Q1 		$89.7K Hold
1,811
– – 0.05% 161
2023
Q4 		$89.5K Hold
1,811
– – 0.05% 158
2023
Q3 		$89.1K Hold
1,811
– – 0.06% 148
2023
Q2 		$89.1K Hold
1,811
– – 0.06% 152
2023
Q1 		$89.2K Hold
1,811
– – 0.06% 150
2022
Q4 		$88.7K Hold
1,811
– – 0.06% 147
2022
Q3 		$89K Hold
1,811
– – 0.06% 133
2022
Q2 		$89K Hold
1,811
– – 0.06% 142
2022
Q1 		$89K Hold
1,811
– – 0.05% 162
2021
Q4 		$90K Hold
1,811
– – 0.05% 165
2021
Q3 		$91K Sell
1,811
-60
-3% -$3.01K 0.05% 157
2021
Q2 		$94K Buy
+1,871
New +$93.7K 0.05% 168

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

AllSquare Wealth Management's VUSB Position: Q3 2025 in Review

AllSquare Wealth Management held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q3 2025 at 1,601 shares worth $80K. The position accounts for 0.04% of the portfolio, ranked #178.

AllSquare Wealth Management first reported a position in VUSB in Q2 2021 and has held it in 18 quarters since. The position peaked at $94K in Q2 2021. 385 funds tracked by Wall St. Rank hold VUSB as of Q3 2025.

  • AllSquare Wealth Management held 1,601 shares of Vanguard Ultra-Short Bond ETF worth $80K as of Q3 2025.
  • AllSquare Wealth Management left its Vanguard Ultra-Short Bond ETF share count unchanged in Q3 2025.
  • Vanguard Ultra-Short Bond ETF made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #178 holding.
  • AllSquare Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • AllSquare Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $94K in Q2 2021.
  • 385 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.