LWM
VUSB icon

Laidlaw Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Laidlaw Wealth 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
Q1 		– Sell
-13,559
Closed -$673K – 167
2024
Q4 		$673K Sell
13,559
-208
-2% -$10.3K 0.29% 83
2024
Q3 		$688K Buy
13,767
+742
+6% +$36.9K 0.34% 82
2024
Q2 		$645K Buy
13,025
+290
+2% +$14.3K 0.35% 76
2024
Q1 		$631K Buy
12,735
+1,230
+11% +$60.9K 0.35% 87
2023
Q4 		$569K Buy
11,505
+7
+0.1% +$345 0.21% 115
2023
Q3 		$566K Buy
+11,498
New +$565K 0.19% 129

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

Laidlaw Wealth Management's VUSB Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2025, closing a stake of 13,559 shares — an estimated $673K sold.

Laidlaw Wealth Management first reported a position in VUSB in Q3 2023 and held it in 6 quarters. The position peaked at $688K in Q3 2024. 341 funds tracked by Wall St. Rank hold VUSB as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 13,559 Vanguard Ultra-Short Bond ETF shares in Q1 2025, an estimated $673K.
  • Laidlaw Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and held it in 6 quarters.
  • Laidlaw Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $688K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.