BAAM
VUSB icon

Baker Avenue Asset Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Baker Avenue Asset 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
Q1 		– Sell
-4,980
Closed -$249K – 332
2021
Q4 		$249K Sell
4,980
-5,000
-50% -$250K 0.01% 289
2021
Q3 		$500K Buy
+9,980
New +$500K 0.03% 182

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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 $544B AUM 28.31% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Baker Avenue Asset Management's VUSB Position: Q1 2022 in Review

Baker Avenue Asset Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2022, closing a stake of 4,980 shares — an estimated $249K sold.

Baker Avenue Asset Management first reported a position in VUSB in Q3 2021 and held it in 2 quarters. The position peaked at $500K in Q3 2021. 177 funds tracked by Wall St. Rank hold VUSB as of Q1 2022.

  • Baker Avenue Asset Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Baker Avenue Asset Management sold 4,980 Vanguard Ultra-Short Bond ETF shares in Q1 2022, an estimated $249K.
  • Baker Avenue Asset Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and held it in 2 quarters.
  • Baker Avenue Asset Management's Vanguard Ultra-Short Bond ETF position peaked at $500K in Q3 2021.
  • 177 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2022.

Based on Baker Avenue Asset Management's 13F filing for Q1 2022, filed 16 May 2022.