Fairview Capital Investment Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Fairview Capital Investment 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 Q1	–	Sell	-4,650	Closed	-$231K	–	165
2024 Q4	$231K	Sell	4,650 -1,000	-18%	-$49.7K	0.01%	155
2024 Q3	$282K	Hold	5,650	–	–	0.02%	135
2024 Q2	$280K	Hold	5,650	–	–	0.02%	128
2024 Q1	$280K	Sell	5,650 -2,550	-31%	-$126K	0.02%	136
2023 Q4	$405K	Hold	8,200	–	–	0.02%	118
2023 Q3	$403K	Sell	8,200 -500	-6%	-$24.6K	0.03%	116
2023 Q2	$428K	Sell	8,700 -125	-1%	-$6.14K	0.03%	113
2023 Q1	$435K	Buy	8,825 +4,625	+110%	+$227K	0.03%	111
2022 Q4	$206K	Buy	+4,200	New	+$205K	0.01%	135

Other funds holding VUSB

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BTI

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

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

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

Fairview Capital Investment Management's VUSB Position: Q1 2025 in Review

Fairview Capital Investment Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2025, closing a stake of 4,650 shares — an estimated $231K sold.

Fairview Capital Investment Management first reported a position in VUSB in Q4 2022 and held it in 9 quarters. The position peaked at $435K in Q1 2023. 341 funds tracked by Wall St. Rank hold VUSB as of Q1 2025.

Fairview Capital Investment Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2025 after selling out during the quarter.
Fairview Capital Investment Management sold 4,650 Vanguard Ultra-Short Bond ETF shares in Q1 2025, an estimated $231K.
Fairview Capital Investment Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and held it in 9 quarters.
Fairview Capital Investment Management's Vanguard Ultra-Short Bond ETF position peaked at $435K in Q1 2023.
341 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2025.

Based on Fairview Capital Investment Management's 13F filing for Q1 2025, filed 15 May 2025.