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Bell Bank’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bell Bank’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
Q4 		– Sell
-4,833
Closed -$237K – 193
2022
Q3 		$237K Buy
+4,833
New +$238K 0.03% 162

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bell Bank's VUSB Position: Q4 2022 in Review

Bell Bank sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2022, closing a stake of 4,833 shares — an estimated $237K sold.

Bell Bank first reported a position in VUSB in Q3 2022 and held it in 1 quarter. The position peaked at $237K in Q3 2022. 270 funds tracked by Wall St. Rank hold VUSB as of Q4 2022.

  • Bell Bank reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Bell Bank sold 4,833 Vanguard Ultra-Short Bond ETF shares in Q4 2022, an estimated $237K.
  • Bell Bank first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and held it in 1 quarter.
  • Bell Bank's Vanguard Ultra-Short Bond ETF position peaked at $237K in Q3 2022.
  • 270 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2022.

Based on Bell Bank's 13F filing for Q4 2022, filed 31 Jan 2023.