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Carroll Financial Associates’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Carroll Financial Associates’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
Q4 		$68K Buy
1,367
+1
+0.1% +$50 ﹤0.01% 635
2021
Q3 		$68K Buy
+1,366
New +$68.5K ﹤0.01% 652

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Carroll Financial Associates's VUSB Position: Q4 2021 in Review

Carroll Financial Associates increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 0.07% in Q4 2021, buying an estimated $50 and bringing the position to 1,367 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Carroll Financial Associates first reported a position in VUSB in Q3 2021 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold VUSB as of Q4 2021.

  • Carroll Financial Associates held 1,367 shares of Vanguard Ultra-Short Bond ETF worth $68K as of Q4 2021.
  • Carroll Financial Associates bought 1 Vanguard Ultra-Short Bond ETF share in Q4 2021, an estimated $50.
  • Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #635 holding.
  • Carroll Financial Associates first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.