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Clear Point Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Clear Point Advisors’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
-28
Closed -$1.37K – 523
2024
Q3 		$1.37K Buy
28
+1
+4% +$50 ﹤0.01% 464
2024
Q2 		$1.34K Hold
27
– – ﹤0.01% 461
2024
Q1 		$1.33K Hold
27
– – ﹤0.01% 457
2023
Q4 		$1.31K Buy
+27
New +$1.33K ﹤0.01% 440

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 $8.74B AUM 14.62% 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 $484M AUM 15.17% 1-Year Est. Return
LPL Financial
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clear Point Advisors's VUSB Position: Q4 2024 in Review

Clear Point Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2024, closing a stake of 28 shares — an estimated $1.37K sold.

Clear Point Advisors first reported a position in VUSB in Q4 2023 and held it in 4 quarters. The position peaked at $1.37K in Q3 2024. 316 funds tracked by Wall St. Rank hold VUSB as of Q4 2024.

  • Clear Point Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 28 Vanguard Ultra-Short Bond ETF shares in Q4 2024, an estimated $1.37K.
  • Clear Point Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Vanguard Ultra-Short Bond ETF position peaked at $1.37K in Q3 2024.
  • 316 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.