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Aptus Capital Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Aptus Capital Advisors’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
2023
Q3 		– Sell
-5,049
Closed -$248K – 930
2023
Q2 		$248K Buy
+5,049
New +$248K 0.01% 447

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WBG
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BTI
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AW
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KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Aptus Capital Advisors's VUSB Position: Q3 2023 in Review

Aptus Capital Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2023, closing a stake of 5,049 shares — an estimated $248K sold.

Aptus Capital Advisors first reported a position in VUSB in Q2 2023 and held it in 1 quarter. The position peaked at $248K in Q2 2023. 283 funds tracked by Wall St. Rank hold VUSB as of Q3 2023.

  • Aptus Capital Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 5,049 Vanguard Ultra-Short Bond ETF shares in Q3 2023, an estimated $248K.
  • Aptus Capital Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2023 and held it in 1 quarter.
  • Aptus Capital Advisors's Vanguard Ultra-Short Bond ETF position peaked at $248K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2023.

Based on Aptus Capital Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.