Laird Norton Wetherby Wealth Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Laird Norton Wetherby 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
2023 Q2	–	Sell	-27,898	Closed	-$1.37M	–	986
2023 Q1	$1.37M	Sell	27,898 -4,600	-14%	-$226K	0.08%	259
2022 Q4	$1.59M	Buy	32,498 +871	+3%	+$42.6K	0.1%	219
2022 Q3	$1.55M	Sell	31,627 -2,367	-7%	-$116K	0.11%	191
2022 Q2	$1.67M	Buy	33,994 +2,812	+9%	+$139K	0.11%	181
2022 Q1	$1.54M	Buy	31,182 +4,843	+18%	+$241K	0.09%	216
2021 Q4	$1.32M	Buy	26,339 +1,539	+6%	+$77K	0.07%	249
2021 Q3	$1.24M	Buy	+24,800	New	+$1.24M	0.08%	244

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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

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

Laird Norton Wetherby Wealth Management's VUSB Position: Q2 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2023, closing a stake of 27,898 shares — an estimated $1.37M sold.

Laird Norton Wetherby Wealth Management first reported a position in VUSB in Q3 2021 and held it in 7 quarters. The position peaked at $1.67M in Q2 2022. 282 funds tracked by Wall St. Rank hold VUSB as of Q2 2023.

Laird Norton Wetherby Wealth Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 27,898 Vanguard Ultra-Short Bond ETF shares in Q2 2023, an estimated $1.37M.
Laird Norton Wetherby Wealth Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's Vanguard Ultra-Short Bond ETF position peaked at $1.67M in Q2 2022.
282 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.