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B. Riley Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

B. Riley 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
2022
Q2 		$221K Sell
4,500
-1,500
-25% -$74K 0.02% 532
2022
Q1 		$296K Buy
+6,000
New +$298K 0.02% 455

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

B. Riley Wealth Management's VUSB Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 25% in Q2 2022, selling an estimated $74K and leaving 4,500 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #532.

B. Riley Wealth Management first reported a position in VUSB in Q1 2022 and has held it in 2 quarters since. The position peaked at $296K in Q1 2022. 224 funds tracked by Wall St. Rank hold VUSB as of Q2 2022.

  • B. Riley Wealth Management held 4,500 shares of Vanguard Ultra-Short Bond ETF worth $221K as of Q2 2022.
  • B. Riley Wealth Management sold 1,500 Vanguard Ultra-Short Bond ETF shares in Q2 2022, an estimated $74K.
  • Vanguard Ultra-Short Bond ETF made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #532 holding.
  • B. Riley Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • B. Riley Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $296K in Q1 2022.
  • 224 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.