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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
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
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

Willow Creek Wealth Management's VUSB Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 1.9% in Q3 2025, buying an estimated $22.8K and bringing the position to 24,781 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #68.

Willow Creek Wealth Management first reported a position in VUSB in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.44M in Q2 2023. 386 funds tracked by Wall St. Rank hold VUSB as of Q3 2025.

  • Willow Creek Wealth Management held 24,781 shares of Vanguard Ultra-Short Bond ETF worth $1.24M as of Q3 2025.
  • Willow Creek Wealth Management bought 457 Vanguard Ultra-Short Bond ETF shares in Q3 2025, an estimated $22.8K.
  • Vanguard Ultra-Short Bond ETF made up 0.1% of Willow Creek Wealth Management's portfolio in Q3 2025, its #68 holding.
  • Willow Creek Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Willow Creek Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $1.44M in Q2 2023.
  • 386 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.