Partners Capital Investment Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Partners Capital Investment Group’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	–	Sell	-40,812	Closed	-$2.03M	–	187
2024 Q4	$2.03M	Hold	40,812	–	–	0.06%	96
2024 Q3	$2.04M	Sell	40,812 -9,673	-19%	-$481K	0.03%	122
2024 Q2	$2.5M	Sell	50,485 -24,301	-32%	-$1.2M	0.04%	124
2024 Q1	$3.71M	Buy	74,786 +54,490	+268%	+$2.7M	0.1%	92
2023 Q4	$1M	Sell	20,296 -20,429	-50%	-$1.01M	0.02%	146
2023 Q3	$2M	Buy	+40,725	New	+$2M	0.05%	122

Other funds holding VUSB

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

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

Partners Capital Investment Group's VUSB Position: Q1 2025 in Review

Partners Capital Investment Group sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2025, closing a stake of 40,812 shares — an estimated $2.03M sold.

Partners Capital Investment Group first reported a position in VUSB in Q3 2023 and held it in 6 quarters. The position peaked at $3.71M in Q1 2024. 341 funds tracked by Wall St. Rank hold VUSB as of Q1 2025.

Partners Capital Investment Group reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2025 after selling out during the quarter.
Partners Capital Investment Group sold 40,812 Vanguard Ultra-Short Bond ETF shares in Q1 2025, an estimated $2.03M.
Partners Capital Investment Group first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and held it in 6 quarters.
Partners Capital Investment Group's Vanguard Ultra-Short Bond ETF position peaked at $3.71M in Q1 2024.
341 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2025.

Based on Partners Capital Investment Group's 13F filing for Q1 2025, filed 14 May 2025.