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SageView Advisory Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

SageView Advisory 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
Q2 		– Sell
-5,095
Closed -$254K – 643
2025
Q1 		$254K Buy
+5,095
New +$253K 0.01% 516

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SageView Advisory Group's VUSB Position: Q2 2025 in Review

SageView Advisory Group sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2025, closing a stake of 5,095 shares — an estimated $254K sold.

SageView Advisory Group first reported a position in VUSB in Q1 2025 and held it in 1 quarter. The position peaked at $254K in Q1 2025. 358 funds tracked by Wall St. Rank hold VUSB as of Q2 2025.

  • SageView Advisory Group reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2025 after selling out during the quarter.
  • SageView Advisory Group sold 5,095 Vanguard Ultra-Short Bond ETF shares in Q2 2025, an estimated $254K.
  • SageView Advisory Group first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2025 and held it in 1 quarter.
  • SageView Advisory Group's Vanguard Ultra-Short Bond ETF position peaked at $254K in Q1 2025.
  • 358 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2025.

Based on SageView Advisory Group's 13F filing for Q2 2025, filed 13 Aug 2025.