HWA
VUSB icon

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

Heritage 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
2022
Q3 		– Sell
-2,000
Closed -$98K – 576
2022
Q2 		$98K Buy
+2,000
New +$98.6K 0.01% 261

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
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Heritage Wealth Advisors's VUSB Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2022, closing a stake of 2,000 shares — an estimated $98K sold.

Heritage Wealth Advisors first reported a position in VUSB in Q2 2022 and held it in 1 quarter. The position peaked at $98K in Q2 2022. 240 funds tracked by Wall St. Rank hold VUSB as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,000 Vanguard Ultra-Short Bond ETF shares in Q3 2022, an estimated $98K.
  • Heritage Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $98K in Q2 2022.
  • 240 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.