Buckingham Strategic Wealth’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Buckingham Strategic Wealth’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	$492K	Sell	9,943 -314	-3%	-$15.5K	0.01%	467
2024 Q1	$508K	Buy	10,257 +32	+0.3%	+$1.58K	0.01%	455
2023 Q4	$506K	Sell	10,225 -5,834	-36%	-$287K	0.01%	441
2023 Q3	$790K	Sell	16,059 -1,233	-7%	-$60.6K	0.01%	327
2023 Q2	$850K	Buy	17,292 +1,406	+9%	+$69.1K	0.01%	318
2023 Q1	$778K	Hold	15,886	–	–	0.01%	304
2022 Q4	$778K	Buy	15,886 +10,808	+213%	+$529K	0.01%	305
2022 Q3	$249K	Buy	+5,078	New	+$250K	0.01%	508

Other funds holding VUSB

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

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

WBG

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFO

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

PCFFS

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

Buckingham Strategic Wealth's VUSB Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 3.1% in Q2 2024, selling an estimated $15.5K and leaving 9,943 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #467.

Buckingham Strategic Wealth first reported a position in VUSB in Q3 2022 and has held it in 8 quarters since. The position peaked at $850K in Q2 2023. 298 funds tracked by Wall St. Rank hold VUSB as of Q2 2024.

Buckingham Strategic Wealth held 9,943 shares of Vanguard Ultra-Short Bond ETF worth $492K as of Q2 2024.
Buckingham Strategic Wealth sold 314 Vanguard Ultra-Short Bond ETF shares in Q2 2024, an estimated $15.5K.
Vanguard Ultra-Short Bond ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #467 holding.
Buckingham Strategic Wealth first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2022 and has held it in 8 quarters since.
Buckingham Strategic Wealth's Vanguard Ultra-Short Bond ETF position peaked at $850K in Q2 2023.
298 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.