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

Cardinal Point Wealth Management Partners’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 Q1	$286K	Sell	5,810 -2,040	-26%	-$100K	0.09%	65
2022 Q4	$385K	Buy	7,850 +1,075	+16%	+$52.6K	0.13%	49
2022 Q3	$331K	Hold	6,775	–	–	0.16%	37
2022 Q2	$333K	Hold	6,775	–	–	0.16%	39
2022 Q1	$335K	Sell	6,775 -150	-2%	-$7.45K	0.15%	37
2021 Q4	$346K	Buy	+6,925	New	+$346K	0.15%	37

Other funds holding VUSB

WBG

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

PCFFS

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

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners's VUSB Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 26% in Q1 2023, selling an estimated $100K and leaving 5,810 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #65.

Cardinal Point Wealth Management Partners first reported a position in VUSB in Q4 2021 and has held it in 6 quarters since. The position peaked at $385K in Q4 2022. 275 funds tracked by Wall St. Rank hold VUSB as of Q1 2023.

Cardinal Point Wealth Management Partners held 5,810 shares of Vanguard Ultra-Short Bond ETF worth $286K as of Q1 2023.
Cardinal Point Wealth Management Partners sold 2,040 Vanguard Ultra-Short Bond ETF shares in Q1 2023, an estimated $100K.
Vanguard Ultra-Short Bond ETF made up 0.09% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #65 holding.
Cardinal Point Wealth Management Partners first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's Vanguard Ultra-Short Bond ETF position peaked at $385K in Q4 2022.
275 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.