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Mid Atlantic Financial Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$213K Hold
4,250
– – 0.01% 803
2021
Q2 		$213K Buy
+4,250
New +$213K 0.01% 821

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
NCM
Northwest Capital Management Lake Oswego, Oregon $23.1M AUM 13.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Mid Atlantic Financial Management's VUSB Position: Q3 2021 in Review

Mid Atlantic Financial Management held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q3 2021 at 4,250 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #803.

Mid Atlantic Financial Management first reported a position in VUSB in Q2 2021 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold VUSB as of Q3 2021.

  • Mid Atlantic Financial Management held 4,250 shares of Vanguard Ultra-Short Bond ETF worth $213K as of Q3 2021.
  • Mid Atlantic Financial Management left its Vanguard Ultra-Short Bond ETF share count unchanged in Q3 2021.
  • Vanguard Ultra-Short Bond ETF made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #803 holding.
  • Mid Atlantic Financial Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.