SCA
VUSB icon

Scott Capital Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Scott Capital 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
2024
Q4 		– Sell
-12,386
Closed -$619K – 53
2024
Q3 		$619K Sell
12,386
-140,458
-92% -$6.98M 0.18% 33
2024
Q2 		$7.56M Buy
152,844
+3,294
+2% +$163K 2.23% 14
2024
Q1 		$7.39M Sell
149,550
-687
-0.5% -$34K 2.25% 14
2023
Q4 		$7.43M Buy
150,237
+10,514
+8% +$518K 2.49% 13
2023
Q3 		$6.86M Buy
139,723
+18,880
+16% +$927K 2.73% 11
2023
Q2 		$5.94M Buy
120,843
+20,587
+21% +$1.01M 2.56% 12
2023
Q1 		$4.94M Buy
100,256
+22,011
+28% +$1.08M 2.38% 12
2022
Q4 		$3.83M Buy
78,245
+18,969
+32% +$928K 2.17% 11
2022
Q3 		$2.9M Buy
59,276
+19,875
+50% +$977K 1.98% 11
2022
Q2 		$1.94M Buy
39,401
+29,756
+309% +$1.47M 1.31% 11
2022
Q1 		$476K Buy
+9,645
New +$479K 0.28% 32

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

Scott Capital Advisors's VUSB Position: Q4 2024 in Review

Scott Capital Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2024, closing a stake of 12,386 shares — an estimated $619K sold.

Scott Capital Advisors first reported a position in VUSB in Q1 2022 and held it in 11 quarters. The position peaked at $7.56M in Q2 2024. 316 funds tracked by Wall St. Rank hold VUSB as of Q4 2024.

  • Scott Capital Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Scott Capital Advisors sold 12,386 Vanguard Ultra-Short Bond ETF shares in Q4 2024, an estimated $619K.
  • Scott Capital Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2022 and held it in 11 quarters.
  • Scott Capital Advisors's Vanguard Ultra-Short Bond ETF position peaked at $7.56M in Q2 2024.
  • 316 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2024.

Based on Scott Capital Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.