BCP
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Berkeley Capital Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Berkeley Capital Partners’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
Q4 		– Sell
-5,283
Closed -$264K – 205
2025
Q3 		$264K Sell
5,283
-516
-9% -$25.7K 0.06% 156
2025
Q2 		$289K Buy
5,799
+1,277
+28% +$63.4K 0.07% 146
2025
Q1 		$225K Hold
4,522
– – 0.06% 155
2024
Q4 		$224K Buy
4,522
+6
+0.1% +$298 0.06% 161
2024
Q3 		$226K Sell
4,516
-125
-3% -$6.21K 0.06% 155
2024
Q2 		$230K Sell
4,641
-68
-1% -$3.36K 0.07% 153
2024
Q1 		$233K Buy
+4,709
New +$233K 0.07% 152
2023
Q4 		– Sell
-4,980
Closed -$245K – 159
2023
Q3 		$245K Buy
4,980
+6
+0.1% +$295 0.09% 135
2023
Q2 		$245K Sell
4,974
-36
-0.7% -$1.77K 0.09% 135
2023
Q1 		$247K Sell
5,010
-359
-7% -$17.6K 0.09% 130
2022
Q4 		$263K Hold
5,369
– – 0.1% 127
2022
Q3 		$263K Sell
5,369
-26
-0.5% -$1.28K 0.11% 110
2022
Q2 		$265K Buy
5,395
+52
+1% +$2.56K 0.11% 120
2022
Q1 		$264K Buy
5,343
+260
+5% +$12.9K 0.11% 131
2021
Q4 		$254K Buy
+5,083
New +$254K 0.1% 124

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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Berkeley Capital Partners's VUSB Position: Q4 2025 in Review

Berkeley Capital Partners sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2025, closing a stake of 5,283 shares — an estimated $264K sold.

Berkeley Capital Partners first reported a position in VUSB in Q4 2021 and held it in 15 quarters. The position peaked at $289K in Q2 2025. 435 funds tracked by Wall St. Rank hold VUSB as of Q4 2025.

  • Berkeley Capital Partners reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Berkeley Capital Partners sold 5,283 Vanguard Ultra-Short Bond ETF shares in Q4 2025, an estimated $264K.
  • Berkeley Capital Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and held it in 15 quarters.
  • Berkeley Capital Partners's Vanguard Ultra-Short Bond ETF position peaked at $289K in Q2 2025.
  • 435 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2025.

Based on Berkeley Capital Partners's 13F filing for Q4 2025, filed 5 Feb 2026.