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Biechele Royce Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Biechele Royce 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
-4,100
Closed -$204K – 63
2024
Q1 		$204K Hold
4,100
– – 0.07% 59
2023
Q4 		$203K Sell
4,100
-4,000
-49% -$197K 0.07% 66
2023
Q3 		$398K Buy
+8,100
New +$398K 0.15% 44

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

Biechele Royce Advisors's VUSB Position: Q2 2024 in Review

Biechele Royce Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2024, closing a stake of 4,100 shares — an estimated $204K sold.

Biechele Royce Advisors first reported a position in VUSB in Q3 2023 and held it in 3 quarters. The position peaked at $398K in Q3 2023. 299 funds tracked by Wall St. Rank hold VUSB as of Q2 2024.

  • Biechele Royce Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Biechele Royce Advisors sold 4,100 Vanguard Ultra-Short Bond ETF shares in Q2 2024, an estimated $204K.
  • Biechele Royce Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and held it in 3 quarters.
  • Biechele Royce Advisors's Vanguard Ultra-Short Bond ETF position peaked at $398K in Q3 2023.
  • 299 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2024.

Based on Biechele Royce Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.