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Quadcap Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Quadcap Wealth Management’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
-4,540
Closed -$227K – 416
2024
Q3 		$227K Sell
4,540
-18,825
-81% -$935K 0.04% 348
2024
Q2 		$1.16M Buy
23,365
+4,784
+26% +$236K 0.21% 106
2024
Q1 		$921K Buy
18,581
+14,482
+353% +$717K 0.21% 109
2023
Q4 		$203K Buy
+4,099
New +$202K 0.05% 314

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

Quadcap Wealth Management's VUSB Position: Q4 2024 in Review

Quadcap Wealth Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2024, closing a stake of 4,540 shares — an estimated $227K sold.

Quadcap Wealth Management first reported a position in VUSB in Q4 2023 and held it in 4 quarters. The position peaked at $1.16M in Q2 2024. 316 funds tracked by Wall St. Rank hold VUSB as of Q4 2024.

  • Quadcap Wealth Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Quadcap Wealth Management sold 4,540 Vanguard Ultra-Short Bond ETF shares in Q4 2024, an estimated $227K.
  • Quadcap Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and held it in 4 quarters.
  • Quadcap Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $1.16M in Q2 2024.
  • 316 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2024.

Based on Quadcap Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.