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WCWM
Willow Creek Wealth Management’s
Vanguard Ultra-Short Bond ETF
VUSB
Stock Holding History
Willow Creek Wealth Management’s Portfolio
VUSB Stock Details
VUSB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$1.24M
Buy
24,781
+457
+2%
+$22.8K
0.1%
68
2025
Q2
$1.21M
Sell
24,324
-362
-1%
-$18K
0.11%
63
2025
Q1
$1.23M
Sell
24,686
-2,472
-9%
-$123K
0.12%
60
2024
Q4
$1.35M
Sell
27,158
-1,505
-5%
-$74.8K
0.14%
59
2024
Q3
$1.43M
Buy
28,663
+6,724
+31%
+$334K
0.15%
56
2024
Q2
$1.09M
Sell
21,939
-4,045
-16%
-$200K
0.12%
60
2024
Q1
$1.29M
Buy
25,984
+302
+1%
+$14.9K
0.15%
60
2023
Q4
$1.27M
Buy
25,682
+2,066
+9%
+$102K
0.16%
59
2023
Q3
$1.16M
Sell
23,616
-5,579
-19%
-$274K
0.17%
55
2023
Q2
$1.44M
Buy
29,195
+15,506
+113%
+$762K
0.2%
53
2023
Q1
$674K
Buy
13,689
+1,821
+15%
+$89.4K
0.1%
67
2022
Q4
$582K
Sell
11,868
-7,352
-38%
-$360K
0.1%
66
2022
Q3
$941K
Buy
19,220
+892
+5%
+$43.9K
0.18%
55
2022
Q2
$902K
Buy
18,328
+8,002
+77%
+$395K
0.17%
54
2022
Q1
$510K
Buy
10,326
+1,626
+19%
+$80.8K
0.1%
64
2021
Q4
$435K
Buy
8,700
+1,319
+18%
+$66K
0.09%
67
2021
Q3
$370K
Buy
+7,381
New
+$370K
0.08%
74
Other funds holding VUSB
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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