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Western Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Western Wealth 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
Q3 		– Sell
-5,654
Closed -$282K – 788
2025
Q2 		$282K Buy
+5,654
New +$281K 0.02% 566
2022
Q3 		– Sell
-13,866
Closed -$682K – 851
2022
Q2 		$682K Sell
13,866
-464
-3% -$22.9K 0.04% 393
2022
Q1 		$708K Buy
+14,330
New +$712K 0.03% 421

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Western Wealth Management's VUSB Position: Q3 2025 in Review

Western Wealth Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2025, closing a stake of 5,654 shares — an estimated $282K sold.

Western Wealth Management first reported a position in VUSB in Q1 2022 and held it in 3 quarters. The position peaked at $708K in Q1 2022. 385 funds tracked by Wall St. Rank hold VUSB as of Q3 2025.

  • Western Wealth Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Western Wealth Management sold 5,654 Vanguard Ultra-Short Bond ETF shares in Q3 2025, an estimated $282K.
  • Western Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2022 and held it in 3 quarters.
  • Western Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $708K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2025.

Based on Western Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.