Raab & Moskowitz Asset Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Raab & Moskowitz Asset 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
2023 Q4	–	Sell	-4,230	Closed	-$208K	–	167
2023 Q3	$208K	Sell	4,230 -1,017	-19%	-$50K	0.07%	157
2023 Q2	$258K	Sell	5,247 -1,990	-27%	-$97.8K	0.09%	150
2023 Q1	$356K	Sell	7,237 -1,882	-21%	-$92.4K	0.13%	127
2022 Q4	$447K	Sell	9,119 -1,400	-13%	-$68.5K	0.17%	115
2022 Q3	$514K	Buy	10,519 +981	+10%	+$48.2K	0.22%	99
2022 Q2	$469K	Sell	9,538 -345	-3%	-$17K	0.18%	112
2022 Q1	$488K	Buy	9,883 +1,602	+19%	+$79.6K	0.17%	114
2021 Q4	$414K	Buy	+8,281	New	+$414K	0.14%	119

Other funds holding VUSB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WBG

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

GSAM

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

PCFFS

Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raab & Moskowitz Asset Management's VUSB Position: Q4 2023 in Review

Raab & Moskowitz Asset Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2023, closing a stake of 4,230 shares — an estimated $208K sold.

Raab & Moskowitz Asset Management first reported a position in VUSB in Q4 2021 and held it in 8 quarters. The position peaked at $514K in Q3 2022. 295 funds tracked by Wall St. Rank hold VUSB as of Q4 2023.

Raab & Moskowitz Asset Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2023 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 4,230 Vanguard Ultra-Short Bond ETF shares in Q4 2023, an estimated $208K.
Raab & Moskowitz Asset Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and held it in 8 quarters.
Raab & Moskowitz Asset Management's Vanguard Ultra-Short Bond ETF position peaked at $514K in Q3 2022.
295 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2023.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.