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

CFS Investment 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
2025 Q3	–	Sell	-4,101	Closed	-$204K	–	349
2025 Q2	$204K	Sell	4,101 -603	-13%	-$30K	0.02%	320
2025 Q1	$235K	Hold	4,704	–	–	0.02%	288
2024 Q4	$233K	Buy	4,704 +261	+6%	+$13K	0.02%	278
2024 Q3	$222K	Buy	4,443 +100	+2%	+$4.97K	0.02%	283
2024 Q2	$215K	Buy	4,343 +115	+3%	+$5.68K	0.02%	247
2024 Q1	$209K	Hold	4,228	–	–	0.04%	153
2023 Q4	$209K	Buy	+4,228	New	+$208K	0.04%	147
2022 Q2	–	Sell	-1,194,991	Closed	-$24K	–	527
2022 Q1	$24K	Buy	1,194,991 +1,170,395	+4,758%	+$58.1M	0.1%	97
2021 Q4	$1.23M	Buy	+24,596	New	+$1.23M	0.16%	123

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

CFS Investment Advisory Services's VUSB Position: Q3 2025 in Review

CFS Investment Advisory Services sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2025, closing a stake of 4,101 shares — an estimated $204K sold.

CFS Investment Advisory Services first reported a position in VUSB in Q4 2021 and held it in 9 quarters. The position peaked at $1.23M in Q4 2021. 385 funds tracked by Wall St. Rank hold VUSB as of Q3 2025.

CFS Investment Advisory Services reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2025 after selling out during the quarter.
CFS Investment Advisory Services sold 4,101 Vanguard Ultra-Short Bond ETF shares in Q3 2025, an estimated $204K.
CFS Investment Advisory Services first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and held it in 9 quarters.
CFS Investment Advisory Services's Vanguard Ultra-Short Bond ETF position peaked at $1.23M in Q4 2021.
385 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2025.

Based on CFS Investment Advisory Services's 13F filing for Q3 2025, filed 31 Oct 2025.