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

Pacific Capital 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
2024
Q4 		– Sell
-249
Closed -$12.4K – 488
2024
Q3 		$12.4K Buy
+249
New +$12.4K ﹤0.01% 280

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BTI
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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

Pacific Capital Wealth Advisors's VUSB Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2024, closing a stake of 249 shares — an estimated $12.4K sold.

Pacific Capital Wealth Advisors first reported a position in VUSB in Q3 2024 and held it in 1 quarter. The position peaked at $12.4K in Q3 2024. 316 funds tracked by Wall St. Rank hold VUSB as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 249 Vanguard Ultra-Short Bond ETF shares in Q4 2024, an estimated $12.4K.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $12.4K in Q3 2024.
  • 316 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.