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CJM Wealth Advisers’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

CJM Wealth Advisers’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
Q1 		– Sell
-15,112
Closed -$750K – 72
2024
Q4 		$750K Buy
+15,112
New +$751K 0.25% 32

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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 $484M AUM 15.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CJM Wealth Advisers's VUSB Position: Q1 2025 in Review

CJM Wealth Advisers sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2025, closing a stake of 15,112 shares — an estimated $750K sold.

CJM Wealth Advisers first reported a position in VUSB in Q4 2024 and held it in 1 quarter. The position peaked at $750K in Q4 2024. 341 funds tracked by Wall St. Rank hold VUSB as of Q1 2025.

  • CJM Wealth Advisers reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2025 after selling out during the quarter.
  • CJM Wealth Advisers sold 15,112 Vanguard Ultra-Short Bond ETF shares in Q1 2025, an estimated $750K.
  • CJM Wealth Advisers first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2024 and held it in 1 quarter.
  • CJM Wealth Advisers's Vanguard Ultra-Short Bond ETF position peaked at $750K in Q4 2024.
  • 341 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2025.

Based on CJM Wealth Advisers's 13F filing for Q1 2025, filed 14 Apr 2025.