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Resource Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Resource 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
Q4 		$4.01M Buy
80,359
+12,308
+18% +$616K 0.41% 23
2021
Q3 		$3.41M Buy
+68,051
New +$3.41M 0.39% 26

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Resource Management's VUSB Position: Q4 2021 in Review

Resource Management increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 18% in Q4 2021, buying an estimated $616K and bringing the position to 80,359 shares worth $4.01M. The position accounts for 0.41% of the portfolio, ranked #23.

Resource Management first reported a position in VUSB in Q3 2021 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold VUSB as of Q4 2021.

  • Resource Management held 80,359 shares of Vanguard Ultra-Short Bond ETF worth $4.01M as of Q4 2021.
  • Resource Management bought 12,308 Vanguard Ultra-Short Bond ETF shares in Q4 2021, an estimated $616K.
  • Vanguard Ultra-Short Bond ETF made up 0.41% of Resource Management's portfolio in Q4 2021, its #23 holding.
  • Resource Management first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.