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GHP Investment Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

GHP Investment 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
-920
Closed -$45.5K – 873
2023
Q4 		$45.5K Sell
920
-2,738
-75% -$135K ﹤0.01% 495
2023
Q3 		$180K Buy
+3,658
New +$180K 0.01% 379

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

GHP Investment Advisors's VUSB Position: Q1 2024 in Review

GHP Investment Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2024, closing a stake of 920 shares — an estimated $45.5K sold.

GHP Investment Advisors first reported a position in VUSB in Q3 2023 and held it in 2 quarters. The position peaked at $180K in Q3 2023. 299 funds tracked by Wall St. Rank hold VUSB as of Q1 2024.

  • GHP Investment Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 920 Vanguard Ultra-Short Bond ETF shares in Q1 2024, an estimated $45.5K.
  • GHP Investment Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2023 and held it in 2 quarters.
  • GHP Investment Advisors's Vanguard Ultra-Short Bond ETF position peaked at $180K in Q3 2023.
  • 299 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2024.

Based on GHP Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.