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Investment Advisory Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Investment Advisory Group’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
-4,233
Closed -$210K – 173
2024
Q4 		$210K Buy
4,233
+8
+0.2% +$398 0.07% 159
2024
Q3 		$211K Buy
4,225
+7
+0.2% +$348 0.07% 162
2024
Q2 		$209K Hold
4,218
– – 0.08% 155
2024
Q1 		$209K Hold
4,218
– – 0.09% 151
2023
Q4 		$209K Hold
4,218
– – 0.1% 141
2023
Q3 		$207K Hold
4,218
– – 0.11% 135
2023
Q2 		$207K Hold
4,218
– – 0.11% 134
2023
Q1 		$208K Hold
4,218
– – 0.12% 129
2022
Q4 		$207K Hold
4,218
– – 0.13% 130
2022
Q3 		$206K Buy
+4,218
New +$207K 0.14% 119

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

Investment Advisory Group's VUSB Position: Q1 2025 in Review

Investment Advisory Group sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2025, closing a stake of 4,233 shares — an estimated $210K sold.

Investment Advisory Group first reported a position in VUSB in Q3 2022 and held it in 10 quarters. The position peaked at $211K in Q3 2024. 341 funds tracked by Wall St. Rank hold VUSB as of Q1 2025.

  • Investment Advisory Group reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Investment Advisory Group sold 4,233 Vanguard Ultra-Short Bond ETF shares in Q1 2025, an estimated $210K.
  • Investment Advisory Group first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and held it in 10 quarters.
  • Investment Advisory Group's Vanguard Ultra-Short Bond ETF position peaked at $211K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2025.

Based on Investment Advisory Group's 13F filing for Q1 2025, filed 14 Apr 2025.