LWA
VUSB icon

LifeGoal Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

LifeGoal Wealth 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
-12,871
Closed -$643K – 82
2025
Q3 		$643K Buy
+12,871
New +$641K 0.53% 35

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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
AW
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

LifeGoal Wealth Advisors's VUSB Position: Q4 2025 in Review

LifeGoal Wealth Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2025, closing a stake of 12,871 shares — an estimated $643K sold.

LifeGoal Wealth Advisors first reported a position in VUSB in Q3 2025 and held it in 1 quarter. The position peaked at $643K in Q3 2025. 434 funds tracked by Wall St. Rank hold VUSB as of Q4 2025.

  • LifeGoal Wealth Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 12,871 Vanguard Ultra-Short Bond ETF shares in Q4 2025, an estimated $643K.
  • LifeGoal Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $643K in Q3 2025.
  • 434 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.