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

Cetera Advisors’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 		$1.05M Buy
21,219
+7,698
+57% +$381K 0.01% 1134
2023
Q4 		$668K Buy
13,521
+4,165
+45% +$205K 0.01% 968
2023
Q3 		$460K Buy
9,356
+2,381
+34% +$117K 0.01% 1109
2023
Q2 		$343K Buy
+6,975
New +$343K 0.01% 1242

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Cetera Advisors's VUSB Position: Q1 2024 in Review

Cetera Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 57% in Q1 2024, buying an estimated $381K and bringing the position to 21,219 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1134.

Cetera Advisors first reported a position in VUSB in Q2 2023 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold VUSB as of Q1 2024.

  • Cetera Advisors held 21,219 shares of Vanguard Ultra-Short Bond ETF worth $1.05M as of Q1 2024.
  • Cetera Advisors bought 7,698 Vanguard Ultra-Short Bond ETF shares in Q1 2024, an estimated $381K.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1134 holding.
  • Cetera Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2024.

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