Forvis Mazars Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Forvis Mazars 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
2024 Q1	–	Sell	-4,111	Closed	-$203K	–	400
2023 Q4	$203K	Sell	4,111 -5,387	-57%	-$265K	0.01%	376
2023 Q3	$467K	Sell	9,498 -14,824	-61%	-$728K	0.01%	282
2023 Q2	$1.2M	Sell	24,322 -18,313	-43%	-$900K	0.04%	201
2023 Q1	$2.1M	Sell	42,635 -64,648	-60%	-$3.17M	0.07%	144
2022 Q4	$5.26M	Sell	107,283 -42,830	-29%	-$2.1M	0.18%	81
2022 Q3	$7.35M	Sell	150,113 -2,716	-2%	-$134K	0.3%	55
2022 Q2	$7.52M	Buy	+152,829	New	+$7.53M	0.3%	53

Other funds holding VUSB

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VUSB Position: Q1 2024 in Review

Forvis Mazars Wealth Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2024, closing a stake of 4,111 shares — an estimated $203K sold.

Forvis Mazars Wealth Advisors first reported a position in VUSB in Q2 2022 and held it in 7 quarters. The position peaked at $7.52M in Q2 2022. 299 funds tracked by Wall St. Rank hold VUSB as of Q1 2024.

Forvis Mazars Wealth Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 4,111 Vanguard Ultra-Short Bond ETF shares in Q1 2024, an estimated $203K.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and held it in 7 quarters.
Forvis Mazars Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $7.52M in Q2 2022.
299 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.