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Amplius Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Amplius Wealth Advisors’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 		– Sell
-18,738
Closed -$934K – 205
2025
Q2 		$934K Buy
+18,738
New +$931K 0.09% 86
2022
Q2 		– Sell
-7,825
Closed -$386K – 199
2022
Q1 		$386K Hold
7,825
– – 0.06% 116
2021
Q4 		$390K Buy
+7,825
New +$391K 0.05% 129

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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 $2.99B AUM 30.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

Amplius Wealth Advisors's VUSB Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2025, closing a stake of 18,738 shares — an estimated $934K sold.

Amplius Wealth Advisors first reported a position in VUSB in Q4 2021 and held it in 3 quarters. The position peaked at $934K in Q2 2025. 386 funds tracked by Wall St. Rank hold VUSB as of Q3 2025.

  • Amplius Wealth Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 18,738 Vanguard Ultra-Short Bond ETF shares in Q3 2025, an estimated $934K.
  • Amplius Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $934K in Q2 2025.
  • 386 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.