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

Kovitz Investment Group Partners’s Portfolio VUSB Stock Details VUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$323K Buy
6,471
+111
+2% +$5.54K ﹤0.01% 1110
2025
Q1 		$317K Sell
6,360
-200
-3% -$9.97K ﹤0.01% 1029
2024
Q4 		$326K Sell
6,560
-440
-6% -$21.8K ﹤0.01% 1014
2024
Q3 		$350K Buy
+7,000
New +$350K ﹤0.01% 831