N.E.W. Advisory Services’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

N.E.W. Advisory 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
2022 Q4	–	Sell	-7,666	Closed	-$375K	–	136
2022 Q3	$375K	Hold	7,666	–	–	0.07%	85
2022 Q2	$377K	Buy	+7,666	New	+$378K	0.07%	85
2022 Q1	–	Sell	-7,669	Closed	-$383K	–	160
2021 Q4	$383K	Buy	7,669 +1	+0%	+$50	0.06%	99
2021 Q3	$384K	Buy	+7,668	New	+$384K	0.06%	96

Other funds holding VUSB

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

VFP

Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

N.E.W. Advisory Services's VUSB Position: Q4 2022 in Review

N.E.W. Advisory Services sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2022, closing a stake of 7,666 shares — an estimated $375K sold.

N.E.W. Advisory Services first reported a position in VUSB in Q3 2021 and held it in 4 quarters. The position peaked at $384K in Q3 2021. 270 funds tracked by Wall St. Rank hold VUSB as of Q4 2022.

N.E.W. Advisory Services reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2022 after selling out during the quarter.
N.E.W. Advisory Services sold 7,666 Vanguard Ultra-Short Bond ETF shares in Q4 2022, an estimated $375K.
N.E.W. Advisory Services first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and held it in 4 quarters.
N.E.W. Advisory Services's Vanguard Ultra-Short Bond ETF position peaked at $384K in Q3 2021.
270 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2022.

Based on N.E.W. Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.