Corient Private Wealth
VUSB icon

Corient Private Wealth’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Corient Private Wealth’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
Q1 		$5.95M Sell
119,537
-111,141
-48% -$5.54M 0.01% 787
2025
Q4 		$11.5M Buy
230,678
+108,370
+89% +$5.41M 0.01% 734
2025
Q3 		$6.11M Sell
122,308
-993
-0.8% -$49.5K 0.01% 651
2025
Q2 		$6.15M Sell
123,301
-41,059
-25% -$2.04M 0.01% 644
2025
Q1 		$8.19M Buy
164,360
+13,256
+9% +$659K 0.01% 561
2024
Q4 		$7.5M Sell
151,104
-65,304
-30% -$3.25M 0.01% 589
2024
Q3 		$10.8M Sell
216,408
-7,545
-3% -$375K 0.02% 537
2024
Q2 		$11.1M Buy
223,953
+16,039
+8% +$792K 0.02% 506
2024
Q1 		$10.3M Buy
207,914
+9,822
+5% +$486K 0.02% 519
2023
Q4 		$9.79M Buy
198,092
+4,254
+2% +$209K 0.02% 525
2023
Q3 		$9.53M Buy
193,838
+15,566
+9% +$765K 0.02% 491
2023
Q2 		$8.76M Buy
178,272
+18,223
+11% +$896K 0.02% 494
2023
Q1 		$7.88M Buy
160,049
+26,362
+20% +$1.29M 0.02% 471
2022
Q4 		$6.55M Buy
+133,687
New +$6.54M 0.02% 438

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 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 $9.54B AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Corient Private Wealth's VUSB Position: Q1 2026 in Review

Corient Private Wealth reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 48% in Q1 2026, selling an estimated $5.54M and leaving 119,537 shares worth $5.95M. The position accounts for 0.01% of the portfolio, ranked #787.

Corient Private Wealth first reported a position in VUSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.5M in Q4 2025. 470 funds tracked by Wall St. Rank hold VUSB as of Q1 2026.

  • Corient Private Wealth held 119,537 shares of Vanguard Ultra-Short Bond ETF worth $5.95M as of Q1 2026.
  • Corient Private Wealth sold 111,141 Vanguard Ultra-Short Bond ETF shares in Q1 2026, an estimated $5.54M.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #787 holding.
  • Corient Private Wealth first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Vanguard Ultra-Short Bond ETF position peaked at $11.5M in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.