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Sonoma Private Wealth’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Sonoma Private Wealth’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
Q1 		– Sell
-8,730
Closed -$428K – 81
2022
Q4 		$428K Buy
+8,730
New +$427K 0.94% 33

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $1.89B AUM 26.04% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sonoma Private Wealth's VUSB Position: Q1 2023 in Review

Sonoma Private Wealth sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q1 2023, closing a stake of 8,730 shares — an estimated $428K sold.

Sonoma Private Wealth first reported a position in VUSB in Q4 2022 and held it in 1 quarter. The position peaked at $428K in Q4 2022. 276 funds tracked by Wall St. Rank hold VUSB as of Q1 2023.

  • Sonoma Private Wealth reported no remaining Vanguard Ultra-Short Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Sonoma Private Wealth sold 8,730 Vanguard Ultra-Short Bond ETF shares in Q1 2023, an estimated $428K.
  • Sonoma Private Wealth first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2022 and held it in 1 quarter.
  • Sonoma Private Wealth's Vanguard Ultra-Short Bond ETF position peaked at $428K in Q4 2022.
  • 276 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q1 2023.

Based on Sonoma Private Wealth's 13F filing for Q1 2023, filed 10 May 2023.