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

Apexium 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
2025 Q3	$966K	Sell	19,313 -500	-3%	-$24.9K	0.05%	134
2025 Q2	$988K	Buy	19,813 +10,543	+114%	+$524K	0.05%	129
2025 Q1	$462K	Hold	9,270	–	–	0.03%	179
2024 Q4	$460K	Hold	9,270	–	–	0.03%	169
2024 Q3	$463K	Hold	9,270	–	–	0.03%	146
2024 Q2	$459K	Sell	9,270 -6	-0.1%	-$296	0.03%	142
2024 Q1	$460K	Sell	9,276 -200	-2%	-$9.9K	0.03%	146
2023 Q4	$468K	Sell	9,476 -64	-0.7%	-$3.15K	0.03%	178
2023 Q3	$469K	Buy	9,540 +531	+6%	+$26.1K	0.05%	132
2023 Q2	$443K	Hold	9,009	–	–	0.04%	143
2023 Q1	$444K	Sell	9,009 -509	-5%	-$25K	0.04%	138
2022 Q4	$466K	Buy	+9,518	New	+$466K	0.05%	138

Other funds holding VUSB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

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

Apexium Financial's VUSB Position: Q3 2025 in Review

Apexium Financial reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 2.5% in Q3 2025, selling an estimated $24.9K and leaving 19,313 shares worth $966K. The position accounts for 0.05% of the portfolio, ranked #134.

Apexium Financial first reported a position in VUSB in Q4 2022 and has held it in 12 quarters since. The position peaked at $988K in Q2 2025. 385 funds tracked by Wall St. Rank hold VUSB as of Q3 2025.

Apexium Financial held 19,313 shares of Vanguard Ultra-Short Bond ETF worth $966K as of Q3 2025.
Apexium Financial sold 500 Vanguard Ultra-Short Bond ETF shares in Q3 2025, an estimated $24.9K.
Vanguard Ultra-Short Bond ETF made up 0.05% of Apexium Financial's portfolio in Q3 2025, its #134 holding.
Apexium Financial first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 12 quarters since.
Apexium Financial's Vanguard Ultra-Short Bond ETF position peaked at $988K in Q2 2025.
385 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.