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Clarius Group LLC’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Clarius Group LLC’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 		$20.6M Buy
413,417
+105,275
+34% +$5.25M 1.18% 17
2025
Q3 		$15.4M Buy
308,142
+3,461
+1% +$172K 0.91% 17
2025
Q2 		$15.2M Buy
304,681
+1,940
+0.6% +$96.4K 0.88% 17
2025
Q1 		$15.1M Buy
302,741
+272,619
+905% +$13.6M 0.95% 17
2024
Q4 		$1.49M Buy
30,122
+4,580
+18% +$228K 0.1% 92
2024
Q3 		$1.27M Buy
25,542
+7,437
+41% +$370K 0.09% 107
2024
Q2 		$897K Buy
18,105
+244
+1% +$12.1K 0.06% 128
2024
Q1 		$885K Buy
17,861
+11,637
+187% +$576K 0.06% 138
2023
Q4 		$308K Sell
6,224
-63,056
-91% -$3.1M 0.03% 344
2023
Q3 		$3.41M Sell
69,280
-3,168
-4% -$156K 0.32% 41
2023
Q2 		$3.56M Sell
72,448
-366
-0.5% -$18K 0.28% 46
2023
Q1 		$3.59M Sell
72,814
-18,835
-21% -$925K 0.3% 43
2022
Q4 		$4.49M Buy
91,649
+16,598
+22% +$812K 0.4% 36
2022
Q3 		$3.67M Sell
75,051
-2,230
-3% -$110K 0.37% 36
2022
Q2 		$3.8M Sell
77,281
-10,975
-12% -$541K 0.38% 36
2022
Q1 		$4.41M Hold
88,256
– – 0.35% 35
2021
Q4 		$4.41M Buy
88,256
+13,404
+18% +$671K 0.35% 35
2021
Q3 		$3.75M Sell
74,852
-48,136
-39% -$2.41M 0.34% 35
2021
Q2 		$6.16M Buy
+122,988
New +$6.16M 0.55% 23

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Clarius Group LLC's VUSB Position: Q4 2025 in Review

Clarius Group LLC increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 34% in Q4 2025, buying an estimated $5.25M and bringing the position to 413,417 shares worth $20.6M. The position accounts for 1.18% of the portfolio, ranked #17.

Clarius Group LLC first reported a position in VUSB in Q2 2021 and has held it in 19 quarters since. 433 funds tracked by Wall St. Rank hold VUSB as of Q4 2025.

  • Clarius Group LLC held 413,417 shares of Vanguard Ultra-Short Bond ETF worth $20.6M as of Q4 2025.
  • Clarius Group LLC bought 105,275 Vanguard Ultra-Short Bond ETF shares in Q4 2025, an estimated $5.25M.
  • Vanguard Ultra-Short Bond ETF made up 1.18% of Clarius Group LLC's portfolio in Q4 2025, its #17 holding.
  • Clarius Group LLC first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • 433 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.