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Orion Portfolio Solutions’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Orion Portfolio Solutions’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 		$560K Sell
11,232
-671
-6% -$33.4K 0.01% 1369
2024
Q4 		$591K Sell
11,903
-107
-0.9% -$5.32K 0.01% 1285
2024
Q3 		$600K Buy
12,010
+5,602
+87% +$278K 0.01% 1273
2024
Q2 		$317K Buy
+6,408
New +$317K ﹤0.01% 1444

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 $9.54B AUM 19.86% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Orion Portfolio Solutions's VUSB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 5.6% in Q1 2025, selling an estimated $33.4K and leaving 11,232 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #1369.

Orion Portfolio Solutions first reported a position in VUSB in Q2 2024 and has held it in 4 quarters since. The position peaked at $600K in Q3 2024. 341 funds tracked by Wall St. Rank hold VUSB as of Q1 2025.

  • Orion Portfolio Solutions held 11,232 shares of Vanguard Ultra-Short Bond ETF worth $560K as of Q1 2025.
  • Orion Portfolio Solutions sold 671 Vanguard Ultra-Short Bond ETF shares in Q1 2025, an estimated $33.4K.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1369 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's Vanguard Ultra-Short Bond ETF position peaked at $600K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.