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

Cardinal Point Wealth 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
2021
Q3 		$247K Buy
+4,925
New +$247K 0.12% 34

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return
NCM
Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return

Cardinal Point Wealth Management's VUSB Position: Q3 2021 in Review

Cardinal Point Wealth Management opened a new position in Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2021: 4,925 shares worth $247K. The stake represents 0.12% of the portfolio and ranks #34 among its holdings.

126 funds tracked by Wall St. Rank hold VUSB as of Q3 2021.

  • Cardinal Point Wealth Management held 4,925 shares of Vanguard Ultra-Short Bond ETF worth $247K as of Q3 2021.
  • Vanguard Ultra-Short Bond ETF was a new Cardinal Point Wealth Management position in Q3 2021.
  • Vanguard Ultra-Short Bond ETF made up 0.12% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #34 holding.
  • 126 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.