Cresset Asset Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Cresset Asset Management’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 Q2	–	Sell	-12,548	Closed	-$626K	–	1795
2025 Q1	$626K	Buy	+12,548	New	+$624K	﹤0.01%	970
2024 Q2	–	Sell	-8,536	Closed	-$423K	–	2175
2024 Q1	$423K	Sell	8,536 -11,940	-58%	-$591K	﹤0.01%	1422
2023 Q4	$1.01M	Sell	20,476 -476	-2%	-$23.4K	0.01%	887
2023 Q3	$1.03M	Buy	20,952 +239	+1%	+$11.7K	﹤0.01%	836
2023 Q2	$1.02M	Sell	20,713 -17,119	-45%	-$841K	﹤0.01%	939
2023 Q1	$1.86M	Buy	+37,832	New	+$1.86M	0.04%	241

Other funds holding VUSB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cresset Asset Management's VUSB Position: Q2 2025 in Review

Cresset Asset Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2025, closing a stake of 12,548 shares — an estimated $626K sold.

Cresset Asset Management first reported a position in VUSB in Q1 2023 and held it in 6 quarters. The position peaked at $1.86M in Q1 2023. 358 funds tracked by Wall St. Rank hold VUSB as of Q2 2025.

Cresset Asset Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 12,548 Vanguard Ultra-Short Bond ETF shares in Q2 2025, an estimated $626K.
Cresset Asset Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2023 and held it in 6 quarters.
Cresset Asset Management's Vanguard Ultra-Short Bond ETF position peaked at $1.86M in Q1 2023.
358 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.