Landmark Financial Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Landmark Financial 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
2023 Q4	$1.01M	Sell	20,464 -12,052	-37%	-$593K	0.36%	38
2023 Q3	$1.6M	Sell	32,516 -13,315	-29%	-$654K	0.65%	31
2023 Q2	$2.25M	Sell	45,831 -620	-1%	-$30.5K	0.93%	29
2023 Q1	$2.29M	Sell	46,451 -69,000	-60%	-$3.39M	1%	24
2022 Q4	$5.66M	Buy	115,451 +37,951	+49%	+$1.86M	2.61%	11
2022 Q3	$3.79M	Sell	77,500 -129,600	-63%	-$6.37M	2%	15
2022 Q2	$10.2M	Buy	207,100 +189,560	+1,081%	+$9.35M	5.01%	9
2022 Q1	$865K	Buy	17,540 +350	+2%	+$17.4K	0.42%	34
2021 Q4	$859K	Buy	+17,190	New	+$860K	0.38%	37

Other funds holding VUSB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Landmark Financial Advisors's VUSB Position: Q4 2023 in Review

Landmark Financial Advisors reduced its Vanguard Ultra-Short Bond ETF (VUSB) stake by 37% in Q4 2023, selling an estimated $593K and leaving 20,464 shares worth $1.01M. The position accounts for 0.36% of the portfolio, ranked #38.

Landmark Financial Advisors first reported a position in VUSB in Q4 2021 and has held it in 9 quarters since. The position peaked at $10.2M in Q2 2022. 295 funds tracked by Wall St. Rank hold VUSB as of Q4 2023.

Landmark Financial Advisors held 20,464 shares of Vanguard Ultra-Short Bond ETF worth $1.01M as of Q4 2023.
Landmark Financial Advisors sold 12,052 Vanguard Ultra-Short Bond ETF shares in Q4 2023, an estimated $593K.
Vanguard Ultra-Short Bond ETF made up 0.36% of Landmark Financial Advisors's portfolio in Q4 2023, its #38 holding.
Landmark Financial Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and has held it in 9 quarters since.
Landmark Financial Advisors's Vanguard Ultra-Short Bond ETF position peaked at $10.2M in Q2 2022.
295 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.