SS
VUSB icon

Simplicity Solutions’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Simplicity Solutions’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
Q3 		– Sell
-4,339
Closed -$213K – 1101
2023
Q2 		$213K Buy
+4,339
New +$213K 0.01% 949

Other funds holding VUSB

JP Morgan Chase
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Simplicity Solutions's VUSB Position: Q3 2023 in Review

Simplicity Solutions sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q3 2023, closing a stake of 4,339 shares — an estimated $213K sold.

Simplicity Solutions first reported a position in VUSB in Q2 2023 and held it in 1 quarter. The position peaked at $213K in Q2 2023. 284 funds tracked by Wall St. Rank hold VUSB as of Q3 2023.

  • Simplicity Solutions reported no remaining Vanguard Ultra-Short Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 4,339 Vanguard Ultra-Short Bond ETF shares in Q3 2023, an estimated $213K.
  • Simplicity Solutions first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2023 and held it in 1 quarter.
  • Simplicity Solutions's Vanguard Ultra-Short Bond ETF position peaked at $213K in Q2 2023.
  • 284 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.