Miller Equity Capital Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Miller Equity Capital 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
2022 Q4	–	Sell	-44,765	Closed	-$2.19M	–	50
2022 Q3	$2.19M	Sell	44,765 -3,525	-7%	-$173K	1.61%	22
2022 Q2	$2.38M	Sell	48,290 -11,520	-19%	-$568K	2.03%	16
2022 Q1	$2.95M	Sell	59,810 -59,280	-50%	-$2.94M	2.5%	12
2021 Q4	$5.95M	Sell	119,090 -34,680	-23%	-$1.73M	5.54%	4
2021 Q3	$7.71M	Buy	153,770 +15,865	+12%	+$795K	7.59%	3
2021 Q2	$6.91M	Buy	+137,905	New	+$6.91M	7.13%	3

Other funds holding VUSB

WBG

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

GSAM

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

MCM

Manchester Capital Management Manchester, Vermont $768M AUM 29.32% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Miller Equity Capital Advisors's VUSB Position: Q4 2022 in Review

Miller Equity Capital Advisors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2022, closing a stake of 44,765 shares — an estimated $2.19M sold.

Miller Equity Capital Advisors first reported a position in VUSB in Q2 2021 and held it in 6 quarters. The position peaked at $7.71M in Q3 2021. 271 funds tracked by Wall St. Rank hold VUSB as of Q4 2022.

Miller Equity Capital Advisors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2022 after selling out during the quarter.
Miller Equity Capital Advisors sold 44,765 Vanguard Ultra-Short Bond ETF shares in Q4 2022, an estimated $2.19M.
Miller Equity Capital Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and held it in 6 quarters.
Miller Equity Capital Advisors's Vanguard Ultra-Short Bond ETF position peaked at $7.71M in Q3 2021.
271 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2022.

Based on Miller Equity Capital Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.