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CRA Financial Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

CRA Financial Services’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
2022
Q4 		– Sell
-11,231
Closed -$550K – 216
2022
Q3 		$550K Sell
11,231
-3
-0% -$147 0.2% 99
2022
Q2 		$553K Buy
+11,234
New +$554K 0.19% 102
2022
Q1 		– Sell
-11,272
Closed -$563K – 218
2021
Q4 		$563K Sell
11,272
-15
-0.1% -$750 0.17% 103
2021
Q3 		$566K Hold
11,287
– – 0.19% 94
2021
Q2 		$566K Buy
+11,287
New +$565K 0.2% 94

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $768M AUM 29.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CRA Financial Services's VUSB Position: Q4 2022 in Review

CRA Financial Services sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2022, closing a stake of 11,231 shares — an estimated $550K sold.

CRA Financial Services first reported a position in VUSB in Q2 2021 and held it in 5 quarters. The position peaked at $566K in Q3 2021. 271 funds tracked by Wall St. Rank hold VUSB as of Q4 2022.

  • CRA Financial Services reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2022 after selling out during the quarter.
  • CRA Financial Services sold 11,231 Vanguard Ultra-Short Bond ETF shares in Q4 2022, an estimated $550K.
  • CRA Financial Services first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and held it in 5 quarters.
  • CRA Financial Services's Vanguard Ultra-Short Bond ETF position peaked at $566K in Q3 2021.
  • 271 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2022.

Based on CRA Financial Services's 13F filing for Q4 2022, filed 24 Jan 2023.