Robinson Smith Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Robinson Smith 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
2025 Q3	–	Sell	-6,158	Closed	-$307K	–	96
2025 Q2	$307K	Buy	6,158 +300	+5%	+$14.9K	0.25%	61
2025 Q1	$292K	Hold	5,858	–	–	0.24%	68
2024 Q4	$291K	Hold	5,858	–	–	0.25%	64
2024 Q3	$293K	Sell	5,858 -962	-14%	-$47.8K	0.25%	69
2024 Q2	$338K	Sell	6,820 -111	-2%	-$5.48K	0.3%	63
2024 Q1	$343K	Sell	6,931 -268	-4%	-$13.3K	0.33%	58
2023 Q4	$356K	Buy	+7,199	New	+$354K	0.35%	58

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

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

PCFFS

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

Robinson Smith Wealth Advisors's VUSB Position: Q3 2025 in Review

Robinson Smith Wealth Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2025, closing a stake of 6,158 shares — an estimated $307K sold.

Robinson Smith Wealth Advisors first reported a position in VUSB in Q4 2023 and held it in 7 quarters. The position peaked at $356K in Q4 2023. 386 funds tracked by Wall St. Rank hold VUSB as of Q3 2025.

Robinson Smith Wealth Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2025 after selling out during the quarter.
Robinson Smith Wealth Advisors sold 6,158 Vanguard Ultra-Short Bond ETF shares in Q3 2025, an estimated $307K.
Robinson Smith Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and held it in 7 quarters.
Robinson Smith Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $356K in Q4 2023.
386 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2025.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.