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GEN Financial Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

GEN Financial 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
Q4 		– Sell
-37,654
Closed -$1.88M – 49
2025
Q3 		$1.88M Buy
37,654
+6,586
+21% +$328K 1.62% 11
2025
Q2 		$1.55M Buy
+31,068
New +$1.54M 1.27% 14

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $104B AUM 28.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

GEN Financial Management's VUSB Position: Q4 2025 in Review

GEN Financial Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2025, closing a stake of 37,654 shares — an estimated $1.88M sold.

GEN Financial Management first reported a position in VUSB in Q2 2025 and held it in 2 quarters. The position peaked at $1.88M in Q3 2025. 435 funds tracked by Wall St. Rank hold VUSB as of Q4 2025.

  • GEN Financial Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GEN Financial Management sold 37,654 Vanguard Ultra-Short Bond ETF shares in Q4 2025, an estimated $1.88M.
  • GEN Financial Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2025 and held it in 2 quarters.
  • GEN Financial Management's Vanguard Ultra-Short Bond ETF position peaked at $1.88M in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2025.

Based on GEN Financial Management's 13F filing for Q4 2025, filed 15 Jan 2026.