BFA
VUSB icon

BBJS Financial Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

BBJS Financial 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
2024
Q2 		– Sell
-3,041
Closed -$151K – 187
2024
Q1 		$151K Sell
3,041
-51,933
-94% -$2.57M 0.05% 52
2023
Q4 		$2.72M Sell
54,974
-28,987
-35% -$1.43M 0.94% 23
2023
Q3 		$4.13M Sell
83,961
-24,734
-23% -$1.22M 1.57% 19
2023
Q2 		$5.34M Sell
108,695
-6,787
-6% -$334K 2.14% 14
2023
Q1 		$5.69M Buy
115,482
+20,335
+21% +$999K 2.32% 13
2022
Q4 		$4.66M Buy
+95,147
New +$4.65M 2.1% 14

Other funds holding VUSB

JP Morgan Chase
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 $9.54B AUM 19.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

BBJS Financial Advisors's VUSB Position: Q2 2024 in Review

BBJS Financial Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2024, closing a stake of 3,041 shares — an estimated $151K sold.

BBJS Financial Advisors first reported a position in VUSB in Q4 2022 and held it in 6 quarters. The position peaked at $5.69M in Q1 2023. 299 funds tracked by Wall St. Rank hold VUSB as of Q2 2024.

  • BBJS Financial Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2024 after selling out during the quarter.
  • BBJS Financial Advisors sold 3,041 Vanguard Ultra-Short Bond ETF shares in Q2 2024, an estimated $151K.
  • BBJS Financial Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and held it in 6 quarters.
  • BBJS Financial Advisors's Vanguard Ultra-Short Bond ETF position peaked at $5.69M in Q1 2023.
  • 299 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2024.

Based on BBJS Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.