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

&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
2025 Q4	–	Sell	-4,008	Closed	-$200K	–	2357
2025 Q3	$200K	Buy	+4,008	New	+$200K	﹤0.01%	1969

Other funds holding VUSB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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 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

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

&Partners's VUSB Position: Q4 2025 in Review

&Partners sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2025, closing a stake of 4,008 shares — an estimated $200K sold.

&Partners first reported a position in VUSB in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 433 funds tracked by Wall St. Rank hold VUSB as of Q4 2025.

&Partners reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2025 after selling out during the quarter.
&Partners sold 4,008 Vanguard Ultra-Short Bond ETF shares in Q4 2025, an estimated $200K.
&Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2025 and held it in 1 quarter.
&Partners's Vanguard Ultra-Short Bond ETF position peaked at $200K in Q3 2025.
433 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2025.

Based on &Partners's 13F filing for Q4 2025, filed 17 Feb 2026.