Janiczek Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Janiczek Wealth Management’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 Q2	$8.96K	Hold	181	–	–	﹤0.01%	677
2024 Q1	$8.97K	Hold	181	–	–	﹤0.01%	698
2023 Q4	$8.95K	Hold	181	–	–	﹤0.01%	679
2023 Q3	$8.9K	Hold	181	–	–	﹤0.01%	655
2023 Q2	$8.9K	Hold	181	–	–	﹤0.01%	585
2023 Q1	$8.91K	Hold	181	–	–	﹤0.01%	587
2022 Q4	$8.89K	Hold	181	–	–	﹤0.01%	583
2022 Q3	$9K	Hold	181	–	–	﹤0.01%	570
2022 Q2	$9K	Hold	181	–	–	﹤0.01%	592
2022 Q1	$9K	Hold	181	–	–	﹤0.01%	597
2021 Q4	$9K	Buy	+181	New	+$9.05K	﹤0.01%	616

Other funds holding VUSB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Janiczek Wealth Management's VUSB Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2024 at 181 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Janiczek Wealth Management first reported a position in VUSB in Q4 2021 and has held it in 11 quarters since. The position peaked at $9K in Q3 2022. 298 funds tracked by Wall St. Rank hold VUSB as of Q2 2024.

Janiczek Wealth Management held 181 shares of Vanguard Ultra-Short Bond ETF worth $8.96K as of Q2 2024.
Janiczek Wealth Management left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2024.
Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #677 holding.
Janiczek Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 11 quarters since.
Janiczek Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $9K in Q3 2022.
298 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.