LGT Financial Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

LGT Financial Advisors’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	-7,020	Closed	-$351K	–	381
2025 Q3	$351K	Buy	7,020 +5,020	+251%	+$250K	0.76%	31
2025 Q2	$99.7K	Hold	2,000	–	–	0.25%	73
2025 Q1	$99.7K	Hold	2,000	–	–	0.3%	71
2024 Q4	$99.2K	Hold	2,000	–	–	0.22%	89
2024 Q3	$99.9K	Hold	2,000	–	–	0.25%	72
2024 Q2	$99K	Hold	2,000	–	–	0.21%	84
2024 Q1	$99.1K	Hold	2,000	–	–	0.12%	175
2023 Q4	$98.9K	Hold	2,000	–	–	0.12%	161
2023 Q3	$98.4K	Buy	+2,000	New	+$98.2K	0.13%	157

Other funds holding VUSB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

LGT Financial Advisors's VUSB Position: Q4 2025 in Review

LGT Financial Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2025, closing a stake of 7,020 shares — an estimated $351K sold.

LGT Financial Advisors first reported a position in VUSB in Q3 2023 and held it in 9 quarters. The position peaked at $351K in Q3 2025. 434 funds tracked by Wall St. Rank hold VUSB as of Q4 2025.

LGT Financial Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 7,020 Vanguard Ultra-Short Bond ETF shares in Q4 2025, an estimated $351K.
LGT Financial Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and held it in 9 quarters.
LGT Financial Advisors's Vanguard Ultra-Short Bond ETF position peaked at $351K in Q3 2025.
434 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.