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WealthPlan Investment Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

WealthPlan Investment 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
2025
Q1 		– Sell
-25,183
Closed -$1.25M – 282
2024
Q4 		$1.25M Buy
+25,183
New +$1.25M 0.12% 122
2024
Q2 		– Sell
-15,762
Closed -$781K – 197
2024
Q1 		$781K Sell
15,762
-114,344
-88% -$5.66M 0.12% 106
2023
Q4 		$6.43M Buy
+130,106
New +$6.4M 1.03% 42

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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

WealthPlan Investment Management's VUSB Position: Q1 2025 in Review

WealthPlan Investment Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2025, closing a stake of 25,183 shares — an estimated $1.25M sold.

WealthPlan Investment Management first reported a position in VUSB in Q4 2023 and held it in 3 quarters. The position peaked at $6.43M in Q4 2023. 341 funds tracked by Wall St. Rank hold VUSB as of Q1 2025.

  • WealthPlan Investment Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 25,183 Vanguard Ultra-Short Bond ETF shares in Q1 2025, an estimated $1.25M.
  • WealthPlan Investment Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and held it in 3 quarters.
  • WealthPlan Investment Management's Vanguard Ultra-Short Bond ETF position peaked at $6.43M in Q4 2023.
  • 341 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2025.

Based on WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.