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Diversified Portfolios Inc’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Diversified Portfolios Inc’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
Q1 		– Sell
-8,199
Closed -$410K – 148
2021
Q4 		$410K Buy
+8,199
New +$410K 0.1% 96

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Diversified Portfolios Inc's VUSB Position: Q1 2022 in Review

Diversified Portfolios Inc sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2022, closing a stake of 8,199 shares — an estimated $410K sold.

Diversified Portfolios Inc first reported a position in VUSB in Q4 2021 and held it in 1 quarter. The position peaked at $410K in Q4 2021. 177 funds tracked by Wall St. Rank hold VUSB as of Q1 2022.

  • Diversified Portfolios Inc reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Diversified Portfolios Inc sold 8,199 Vanguard Ultra-Short Bond ETF shares in Q1 2022, an estimated $410K.
  • Diversified Portfolios Inc first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and held it in 1 quarter.
  • Diversified Portfolios Inc's Vanguard Ultra-Short Bond ETF position peaked at $410K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2022.

Based on Diversified Portfolios Inc's 13F filing for Q1 2022, filed 12 May 2022.