Avantax Advisory Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Avantax Advisory Services’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
2024 Q4	–	Sell	-7,855	Closed	-$392K	–	2269
2024 Q3	$392K	Sell	7,855 -157	-2%	-$7.8K	﹤0.01%	1573
2024 Q2	$397K	Buy	+8,012	New	+$396K	﹤0.01%	1518
2023 Q4	–	Sell	-6,968	Closed	-$343K	–	1681
2023 Q3	$343K	Sell	6,968 -12,962	-65%	-$637K	﹤0.01%	1121
2023 Q2	$980K	Buy	19,930 +1,545	+8%	+$75.9K	0.01%	682
2023 Q1	$905K	Sell	18,385 -25,395	-58%	-$1.25M	0.01%	689
2022 Q4	$2.15M	Sell	43,780 -889	-2%	-$43.5K	0.03%	404
2022 Q3	$2.19M	Buy	44,669 +1,201	+3%	+$59K	0.03%	353
2022 Q2	$2.14M	Buy	+43,468	New	+$2.14M	0.03%	361

Other funds holding VUSB

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

BTI

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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

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

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

Avantax Advisory Services's VUSB Position: Q4 2024 in Review

Avantax Advisory Services sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2024, closing a stake of 7,855 shares — an estimated $392K sold.

Avantax Advisory Services first reported a position in VUSB in Q2 2022 and held it in 8 quarters. The position peaked at $2.19M in Q3 2022. 316 funds tracked by Wall St. Rank hold VUSB as of Q4 2024.

Avantax Advisory Services reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2024 after selling out during the quarter.
Avantax Advisory Services sold 7,855 Vanguard Ultra-Short Bond ETF shares in Q4 2024, an estimated $392K.
Avantax Advisory Services first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and held it in 8 quarters.
Avantax Advisory Services's Vanguard Ultra-Short Bond ETF position peaked at $2.19M in Q3 2022.
316 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.