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Siligmueller & Norvid Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Siligmueller & Norvid 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 		$245K Sell
4,892
-140,931
-97% -$7.02M 0.11% 140
2025
Q2 		$7.25M Buy
145,823
+64,975
+80% +$3.23M 2.82% 9
2025
Q1 		$4.03M Buy
80,848
+2,191
+3% +$109K 1.71% 19
2024
Q4 		$3.9M Buy
+78,657
New +$3.91M 1.66% 19

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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 $2.99B AUM 30.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's VUSB Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 97% in Q3 2025, selling an estimated $7.02M and leaving 4,892 shares worth $245K. The position accounts for 0.11% of the portfolio, ranked #140.

Siligmueller & Norvid Wealth Advisors first reported a position in VUSB in Q4 2024 and has held it in 4 quarters since. The position peaked at $7.25M in Q2 2025. 386 funds tracked by Wall St. Rank hold VUSB as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 4,892 shares of Vanguard Ultra-Short Bond ETF worth $245K as of Q3 2025.
  • Siligmueller & Norvid Wealth Advisors sold 140,931 Vanguard Ultra-Short Bond ETF shares in Q3 2025, an estimated $7.02M.
  • Vanguard Ultra-Short Bond ETF made up 0.11% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #140 holding.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Siligmueller & Norvid Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $7.25M in Q2 2025.
  • 386 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.