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

Barlow Wealth 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
2024
Q3 		– Sell
-5,080
Closed -$252K – 153
2024
Q2 		$252K Hold
5,080
– – 0.03% 130
2024
Q1 		$251K Sell
5,080
-586
-10% -$29K 0.03% 128
2023
Q4 		$280K Buy
+5,666
New +$279K 0.04% 114

Other funds holding VUSB

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

Barlow Wealth Partners's VUSB Position: Q3 2024 in Review

Barlow Wealth Partners sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2024, closing a stake of 5,080 shares — an estimated $252K sold.

Barlow Wealth Partners first reported a position in VUSB in Q4 2023 and held it in 3 quarters. The position peaked at $280K in Q4 2023. 300 funds tracked by Wall St. Rank hold VUSB as of Q3 2024.

  • Barlow Wealth Partners reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Barlow Wealth Partners sold 5,080 Vanguard Ultra-Short Bond ETF shares in Q3 2024, an estimated $252K.
  • Barlow Wealth Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2023 and held it in 3 quarters.
  • Barlow Wealth Partners's Vanguard Ultra-Short Bond ETF position peaked at $280K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2024.

Based on Barlow Wealth Partners's 13F filing for Q3 2024, filed 8 Oct 2024.