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Adero Partners’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Adero Partners’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
2022
Q4 		– Sell
-10,263
Closed -$501K – 169
2022
Q3 		$501K Buy
+10,263
New +$505K 0.06% 93

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TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
VFP
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RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Adero Partners's VUSB Position: Q4 2022 in Review

Adero Partners sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2022, closing a stake of 10,263 shares — an estimated $501K sold.

Adero Partners first reported a position in VUSB in Q3 2022 and held it in 1 quarter. The position peaked at $501K in Q3 2022. 270 funds tracked by Wall St. Rank hold VUSB as of Q4 2022.

  • Adero Partners reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Adero Partners sold 10,263 Vanguard Ultra-Short Bond ETF shares in Q4 2022, an estimated $501K.
  • Adero Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and held it in 1 quarter.
  • Adero Partners's Vanguard Ultra-Short Bond ETF position peaked at $501K in Q3 2022.
  • 270 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2022.

Based on Adero Partners's 13F filing for Q4 2022, filed 7 Feb 2023.