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Fortis Group Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Fortis Group 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
2025
Q1 		– Sell
-8,475
Closed -$421K – 539
2024
Q4 		$421K Sell
8,475
-19,859
-70% -$987K 0.08% 142
2024
Q3 		$1.41M Buy
28,334
+981
+4% +$48.7K 0.26% 78
2024
Q2 		$1.35M Buy
27,353
+8,000
+41% +$395K 0.27% 66
2024
Q1 		$959K Buy
+19,353
New +$958K 0.18% 95

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Renaissance Technologies
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
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
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

Fortis Group Advisors's VUSB Position: Q1 2025 in Review

Fortis Group Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2025, closing a stake of 8,475 shares — an estimated $421K sold.

Fortis Group Advisors first reported a position in VUSB in Q1 2024 and held it in 4 quarters. The position peaked at $1.41M in Q3 2024. 341 funds tracked by Wall St. Rank hold VUSB as of Q1 2025.

  • Fortis Group Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 8,475 Vanguard Ultra-Short Bond ETF shares in Q1 2025, an estimated $421K.
  • Fortis Group Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2024 and held it in 4 quarters.
  • Fortis Group Advisors's Vanguard Ultra-Short Bond ETF position peaked at $1.41M in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.