Bond & Devick Financial Network’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Bond & Devick Financial Network’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
2023 Q3	–	Sell	-7,969	Closed	-$392K	–	131
2023 Q2	$392K	Hold	7,969	–	–	0.24%	80
2023 Q1	$392K	Hold	7,969	–	–	0.25%	78
2022 Q4	$390K	Hold	7,969	–	–	0.28%	76
2022 Q3	$390K	Hold	7,969	–	–	0.32%	64
2022 Q2	$392K	Hold	7,969	–	–	0.34%	67
2022 Q1	$394K	Buy	7,969 +220	+3%	+$10.9K	0.31%	71
2021 Q4	$387K	Buy	7,749 +500	+7%	+$25K	0.29%	78
2021 Q3	$363K	Buy	+7,249	New	+$363K	0.3%	73

Other funds holding VUSB

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return