Atria Wealth Solutions’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-76,242	Closed	-$3.8M	–	1921
2025 Q1	$3.8M	Buy	76,242 +26,715	+54%	+$1.33M	0.05%	416
2024 Q4	$2.46M	Buy	49,527 +2,188	+5%	+$109K	0.03%	569
2024 Q3	$2.36M	Buy	47,339 +8,424	+22%	+$419K	0.03%	571
2024 Q2	$1.93M	Buy	38,915 +12,604	+48%	+$623K	0.02%	637
2024 Q1	$1.3M	Buy	26,311 +5,140	+24%	+$254K	0.01%	795
2023 Q4	$1.05M	Buy	21,171 +7,303	+53%	+$359K	0.01%	844
2023 Q3	$682K	Buy	13,868 +1,942	+16%	+$95.4K	0.01%	994
2023 Q2	$586K	Buy	+11,926	New	+$586K	0.01%	1077

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Wealth Solutions's VUSB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2025, closing a stake of 76,242 shares — an estimated $3.8M sold.

Atria Wealth Solutions first reported a position in VUSB in Q2 2023 and held it in 8 quarters. The position peaked at $3.8M in Q1 2025. 358 funds tracked by Wall St. Rank hold VUSB as of Q2 2025.

Atria Wealth Solutions reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 76,242 Vanguard Ultra-Short Bond ETF shares in Q2 2025, an estimated $3.8M.
Atria Wealth Solutions first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2023 and held it in 8 quarters.
Atria Wealth Solutions's Vanguard Ultra-Short Bond ETF position peaked at $3.8M in Q1 2025.
358 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.