Cetera Advisor Networks’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Cetera Advisor Networks’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 Q1	$8.1M	Buy	163,413 +9,416	+6%	+$466K	0.04%	435
2023 Q4	$7.61M	Buy	153,997 +41,112	+36%	+$2.02M	0.04%	423
2023 Q3	$5.55M	Buy	112,885 +30,321	+37%	+$1.49M	0.04%	471
2023 Q2	$4.06M	Buy	82,564 +2,954	+4%	+$145K	0.03%	577
2023 Q1	$3.92M	Buy	79,610 +1,493	+2%	+$73.3K	0.03%	580
2022 Q4	$3.83M	Buy	78,117 +67,946	+668%	+$3.32M	0.03%	553
2022 Q3	$498K	Sell	10,171 -2,770	-21%	-$136K	0.01%	1293
2022 Q2	$637K	Buy	12,941 +1,352	+12%	+$66.7K	0.01%	1118
2022 Q1	$572K	Buy	11,589 +118	+1%	+$5.86K	0.01%	1219
2021 Q4	$573K	Sell	11,471 -115,878	-91%	-$5.8M	0.01%	1201
2021 Q3	$6.38M	Buy	+127,349	New	+$6.38M	0.09%	243

Other funds holding VUSB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Cetera Advisor Networks's VUSB Position: Q1 2024 in Review

Cetera Advisor Networks increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 6.1% in Q1 2024, buying an estimated $466K and bringing the position to 163,413 shares worth $8.1M. The position accounts for 0.04% of the portfolio, ranked #435.

Cetera Advisor Networks first reported a position in VUSB in Q3 2021 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold VUSB as of Q1 2024.

Cetera Advisor Networks held 163,413 shares of Vanguard Ultra-Short Bond ETF worth $8.1M as of Q1 2024.
Cetera Advisor Networks bought 9,416 Vanguard Ultra-Short Bond ETF shares in Q1 2024, an estimated $466K.
Vanguard Ultra-Short Bond ETF made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #435 holding.
Cetera Advisor Networks first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 11 quarters since.
300 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.