LIG
VUSB icon

Lokken Investment Group’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Lokken Investment Group’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
Q1 		– Sell
-9,312
Closed -$460K – 148
2023
Q4 		$460K Buy
9,312
+2,212
+31% +$109K 0.26% 81
2023
Q3 		$349K Sell
7,100
-7,086
-50% -$348K 0.23% 89
2023
Q2 		$697K Buy
14,186
+6,248
+79% +$307K 0.45% 55
2023
Q1 		$391K Buy
+7,938
New +$390K 0.3% 82

Other funds holding VUSB

JP Morgan Chase
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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Lokken Investment Group's VUSB Position: Q1 2024 in Review

Lokken Investment Group sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2024, closing a stake of 9,312 shares — an estimated $460K sold.

Lokken Investment Group first reported a position in VUSB in Q1 2023 and held it in 4 quarters. The position peaked at $697K in Q2 2023. 299 funds tracked by Wall St. Rank hold VUSB as of Q1 2024.

  • Lokken Investment Group reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Lokken Investment Group sold 9,312 Vanguard Ultra-Short Bond ETF shares in Q1 2024, an estimated $460K.
  • Lokken Investment Group first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2023 and held it in 4 quarters.
  • Lokken Investment Group's Vanguard Ultra-Short Bond ETF position peaked at $697K in Q2 2023.
  • 299 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2024.

Based on Lokken Investment Group's 13F filing for Q1 2024, filed 14 May 2024.