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GWN Securities’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

GWN Securities’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
-12,722
Closed -$634K – 723
2025
Q1 		$634K Buy
+12,722
New +$633K 0.04% 403

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
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
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWN Securities's VUSB Position: Q2 2025 in Review

GWN Securities sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2025, closing a stake of 12,722 shares — an estimated $634K sold.

GWN Securities first reported a position in VUSB in Q1 2025 and held it in 1 quarter. The position peaked at $634K in Q1 2025. 358 funds tracked by Wall St. Rank hold VUSB as of Q2 2025.

  • GWN Securities reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 12,722 Vanguard Ultra-Short Bond ETF shares in Q2 2025, an estimated $634K.
  • GWN Securities first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Vanguard Ultra-Short Bond ETF position peaked at $634K in Q1 2025.
  • 358 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.