KPCM
VUSB icon

Kings Point Capital Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Kings Point Capital 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
2022
Q1 		$23K Hold
459
– – ﹤0.01% 462
2021
Q4 		$23K Buy
+459
New +$23K ﹤0.01% 515

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Kings Point Capital Management's VUSB Position: Q1 2022 in Review

Kings Point Capital Management held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q1 2022 at 459 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Kings Point Capital Management first reported a position in VUSB in Q4 2021 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold VUSB as of Q1 2022.

  • Kings Point Capital Management held 459 shares of Vanguard Ultra-Short Bond ETF worth $23K as of Q1 2022.
  • Kings Point Capital Management left its Vanguard Ultra-Short Bond ETF share count unchanged in Q1 2022.
  • Vanguard Ultra-Short Bond ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #462 holding.
  • Kings Point Capital Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.