Cardinal Point Capital Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Cardinal Point Capital Management’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 Q3	–	Sell	-6,890	Closed	-$341K	–	87
2024 Q2	$341K	Sell	6,890 -500	-7%	-$24.7K	0.06%	61
2024 Q1	$366K	Buy	+7,390	New	+$366K	0.07%	55
2023 Q4	–	Sell	-5,560	Closed	-$273K	–	74
2023 Q3	$273K	Hold	5,560	–	–	0.07%	59
2023 Q2	$273K	Sell	5,560 -250	-4%	-$12.3K	0.08%	55
2023 Q1	$286K	Sell	5,810 -2,040	-26%	-$100K	0.09%	65
2022 Q4	$385K	Buy	+7,850	New	+$384K	0.13%	49

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

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

WBG

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PCFFS

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

Cardinal Point Capital Management's VUSB Position: Q3 2024 in Review

Cardinal Point Capital Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2024, closing a stake of 6,890 shares — an estimated $341K sold.

Cardinal Point Capital Management first reported a position in VUSB in Q4 2022 and held it in 6 quarters. The position peaked at $385K in Q4 2022. 300 funds tracked by Wall St. Rank hold VUSB as of Q3 2024.

Cardinal Point Capital Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2024 after selling out during the quarter.
Cardinal Point Capital Management sold 6,890 Vanguard Ultra-Short Bond ETF shares in Q3 2024, an estimated $341K.
Cardinal Point Capital Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and held it in 6 quarters.
Cardinal Point Capital Management's Vanguard Ultra-Short Bond ETF position peaked at $385K in Q4 2022.
300 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2024.

Based on Cardinal Point Capital Management's 13F filing for Q3 2024, filed 8 Oct 2024.