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ORG Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

ORG 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
2024
Q4 		– Sell
-12,267
Closed -$612K – 1333
2024
Q3 		$612K Buy
12,267
+122
+1% +$6.06K 0.1% 147
2024
Q2 		$599K Buy
+12,145
New +$600K 0.07% 219

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ORG Partners's VUSB Position: Q4 2024 in Review

ORG Partners sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2024, closing a stake of 12,267 shares — an estimated $612K sold.

ORG Partners first reported a position in VUSB in Q2 2024 and held it in 2 quarters. The position peaked at $612K in Q3 2024. 316 funds tracked by Wall St. Rank hold VUSB as of Q4 2024.

  • ORG Partners reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2024 after selling out during the quarter.
  • ORG Partners sold 12,267 Vanguard Ultra-Short Bond ETF shares in Q4 2024, an estimated $612K.
  • ORG Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2024 and held it in 2 quarters.
  • ORG Partners's Vanguard Ultra-Short Bond ETF position peaked at $612K in Q3 2024.
  • 316 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2024.

Based on ORG Partners's 13F filing for Q4 2024, filed 10 Jan 2025.