Madrona Financial Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Madrona Financial Services’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	–	Sell	-6,408	Closed	-$318K	–	111
2024 Q1	$318K	Buy	6,408 +1,987	+45%	+$98.3K	0.11%	63
2023 Q4	$219K	Sell	4,421 -20,471	-82%	-$1.01M	0.09%	77
2023 Q3	$1.22M	Buy	24,892 +3,578	+17%	+$176K	0.56%	34
2023 Q2	$1.05M	Sell	21,314 -2,766	-11%	-$136K	0.51%	35
2023 Q1	$1.19M	Buy	24,080 +11,820	+96%	+$580K	0.64%	27
2022 Q4	$601K	Buy	+12,260	New	+$600K	0.34%	33
2022 Q3	–	Sell	-31,825	Closed	-$1.57M	–	78
2022 Q2	$1.57M	Buy	+31,825	New	+$1.57M	0.92%	25

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

Madrona Financial Services's VUSB Position: Q2 2024 in Review

Madrona Financial Services sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q2 2024, closing a stake of 6,408 shares — an estimated $318K sold.

Madrona Financial Services first reported a position in VUSB in Q2 2022 and held it in 7 quarters. The position peaked at $1.57M in Q2 2022. 298 funds tracked by Wall St. Rank hold VUSB as of Q2 2024.

Madrona Financial Services reported no remaining Vanguard Ultra-Short Bond ETF position as of Q2 2024 after selling out during the quarter.
Madrona Financial Services sold 6,408 Vanguard Ultra-Short Bond ETF shares in Q2 2024, an estimated $318K.
Madrona Financial Services first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and held it in 7 quarters.
Madrona Financial Services's Vanguard Ultra-Short Bond ETF position peaked at $1.57M in Q2 2022.
298 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2024.

Based on Madrona Financial Services's 13F filing for Q2 2024, filed 19 Jul 2024.