EWA
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Encompass Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Encompass Wealth 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
2021
Q3 		– Sell
-6,000
Closed -$300K – 366
2021
Q2 		$300K Buy
+6,000
New +$301K 0.07% 182

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return
NCM
Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return

Encompass Wealth Advisors's VUSB Position: Q3 2021 in Review

Encompass Wealth Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2021, closing a stake of 6,000 shares — an estimated $300K sold.

Encompass Wealth Advisors first reported a position in VUSB in Q2 2021 and held it in 1 quarter. The position peaked at $300K in Q2 2021. 126 funds tracked by Wall St. Rank hold VUSB as of Q3 2021.

  • Encompass Wealth Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Encompass Wealth Advisors sold 6,000 Vanguard Ultra-Short Bond ETF shares in Q3 2021, an estimated $300K.
  • Encompass Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and held it in 1 quarter.
  • Encompass Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $300K in Q2 2021.
  • 126 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2021.

Based on Encompass Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.