CSPIA
VUSB icon

Cary Street Partners Investment Advisory’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Cary Street Partners Investment Advisory’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
-55,977
Closed -$2.8M – 782
2024
Q3 		$2.8M Buy
55,977
+7,370
+15% +$366K 0.1% 214
2024
Q2 		$2.41M Buy
48,607
+18,916
+64% +$935K 0.1% 220
2024
Q1 		$1.47M Buy
+29,691
New +$1.47M 0.06% 288

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Renaissance Technologies
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cary Street Partners Investment Advisory's VUSB Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2024, closing a stake of 55,977 shares — an estimated $2.8M sold.

Cary Street Partners Investment Advisory first reported a position in VUSB in Q1 2024 and held it in 3 quarters. The position peaked at $2.8M in Q3 2024. 317 funds tracked by Wall St. Rank hold VUSB as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 55,977 Vanguard Ultra-Short Bond ETF shares in Q4 2024, an estimated $2.8M.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2024 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Vanguard Ultra-Short Bond ETF position peaked at $2.8M in Q3 2024.
  • 317 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.