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Clean Yield Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Clean Yield Group’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
Q3 		– Sell
-2,442
Closed -$120K – 413
2023
Q2 		$120K Hold
2,442
– – 0.05% 161
2023
Q1 		$120K Hold
2,442
– – 0.05% 162
2022
Q4 		$120K Sell
2,442
-1,153
-32% -$56.4K 0.05% 165
2022
Q3 		$176K Sell
3,595
-700
-16% -$34.4K 0.08% 134
2022
Q2 		$211K Buy
+4,295
New +$212K 0.09% 127

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
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Clean Yield Group's VUSB Position: Q3 2023 in Review

Clean Yield Group sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2023, closing a stake of 2,442 shares — an estimated $120K sold.

Clean Yield Group first reported a position in VUSB in Q2 2022 and held it in 5 quarters. The position peaked at $211K in Q2 2022. 283 funds tracked by Wall St. Rank hold VUSB as of Q3 2023.

  • Clean Yield Group reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Clean Yield Group sold 2,442 Vanguard Ultra-Short Bond ETF shares in Q3 2023, an estimated $120K.
  • Clean Yield Group first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and held it in 5 quarters.
  • Clean Yield Group's Vanguard Ultra-Short Bond ETF position peaked at $211K in Q2 2022.
  • 283 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.