CPIG
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Chicago Partners Investment Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Chicago Partners Investment Group’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
2026
Q2 		$19.3M Buy
389,449
+124,514
+47% +$6.19M 0.39% 57
2026
Q1 		$13.2M Buy
264,935
+137,406
+108% +$6.85M 0.29% 67
2025
Q4 		$6.37M Buy
127,529
+31,782
+33% +$1.59M 0.16% 125
2025
Q3 		$4.79M Buy
95,747
+24,262
+34% +$1.21M 0.13% 156
2025
Q2 		$3.56M Buy
71,485
+3,559
+5% +$177K 0.1% 179
2025
Q1 		$3.37M Buy
67,926
+7,221
+12% +$359K 0.11% 165
2024
Q4 		$3.01M Sell
60,705
-268
-0.4% -$13.3K 0.1% 170
2024
Q3 		$3.04M Sell
60,973
-46,868
-43% -$2.33M 0.11% 159
2024
Q2 		$5.36M Buy
107,841
+3,258
+3% +$161K 0.21% 102
2024
Q1 		$5.17M Buy
104,583
+920
+0.9% +$45.5K 0.22% 102
2023
Q4 		$5.14M Buy
103,663
+11,848
+13% +$583K 0.24% 96
2023
Q3 		$4.51M Buy
91,815
+14,134
+18% +$694K 0.24% 93
2023
Q2 		$3.81M Buy
77,681
+28,301
+57% +$1.39M 0.2% 111
2023
Q1 		$2.43M Hold
49,380
– – 0.14% 143
2022
Q4 		$2.42M Buy
+49,380
New +$2.42M 0.15% 140

Other funds holding VUSB

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
FWM
Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Chicago Partners Investment Group's VUSB Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 47% in Q2 2026, buying an estimated $6.19M and bringing the position to 389,449 shares worth $19.3M. The position accounts for 0.39% of the portfolio, ranked #57.

Chicago Partners Investment Group first reported a position in VUSB in Q4 2022 and has held it in 15 quarters since. 225 funds tracked by Wall St. Rank hold VUSB as of Q2 2026.

  • Chicago Partners Investment Group held 389,449 shares of Vanguard Ultra-Short Bond ETF worth $19.3M as of Q2 2026.
  • Chicago Partners Investment Group bought 124,514 Vanguard Ultra-Short Bond ETF shares in Q2 2026, an estimated $6.19M.
  • Vanguard Ultra-Short Bond ETF made up 0.39% of Chicago Partners Investment Group's portfolio in Q2 2026, its #57 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.