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Rinkey Investments’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Rinkey Investments’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
-10,743
Closed -$528K – 67
2023
Q3 		$528K Buy
10,743
+332
+3% +$16.3K 0.24% 27
2023
Q2 		$512K Buy
10,411
+116
+1% +$5.7K 0.23% 36
2023
Q1 		$507K Buy
10,295
+903
+10% +$44.3K 0.27% 32
2022
Q4 		$460K Buy
9,392
+905
+11% +$44.3K 0.28% 29
2022
Q3 		$415K Buy
8,487
+3,621
+74% +$178K 0.31% 26
2022
Q2 		$239K Buy
+4,866
New +$240K 0.21% 34

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $406M AUM 18.5% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rinkey Investments's VUSB Position: Q4 2023 in Review

Rinkey Investments sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2023, closing a stake of 10,743 shares — an estimated $528K sold.

Rinkey Investments first reported a position in VUSB in Q2 2022 and held it in 6 quarters. The position peaked at $528K in Q3 2023. 294 funds tracked by Wall St. Rank hold VUSB as of Q4 2023.

  • Rinkey Investments reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Rinkey Investments sold 10,743 Vanguard Ultra-Short Bond ETF shares in Q4 2023, an estimated $528K.
  • Rinkey Investments first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and held it in 6 quarters.
  • Rinkey Investments's Vanguard Ultra-Short Bond ETF position peaked at $528K in Q3 2023.
  • 294 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2023.

Based on Rinkey Investments's 13F filing for Q4 2023, filed 12 Feb 2024.