Kovitz Investment Group Partners
VUSB icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,360
Closed -$318K – 1318
2025
Q3 		$318K Sell
6,360
-111
-2% -$5.53K ﹤0.01% 1175
2025
Q2 		$323K Buy
6,471
+111
+2% +$5.51K ﹤0.01% 1113
2025
Q1 		$317K Sell
6,360
-200
-3% -$9.95K ﹤0.01% 1036
2024
Q4 		$326K Sell
6,560
-440
-6% -$21.9K ﹤0.01% 1020
2024
Q3 		$350K Buy
+7,000
New +$348K ﹤0.01% 833

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BI
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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

Kovitz Investment Group Partners's VUSB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2025, closing a stake of 6,360 shares — an estimated $318K sold.

Kovitz Investment Group Partners first reported a position in VUSB in Q3 2024 and held it in 5 quarters. The position peaked at $350K in Q3 2024. 436 funds tracked by Wall St. Rank hold VUSB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,360 Vanguard Ultra-Short Bond ETF shares in Q4 2025, an estimated $318K.
  • Kovitz Investment Group Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Vanguard Ultra-Short Bond ETF position peaked at $350K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.