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

Studio Investment 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
2022
Q4 		– Sell
-458
Closed -$22.4K – 208
2022
Q3 		$22.4K Sell
458
-143,182
-100% -$7.04M 0.01% 142
2022
Q2 		$7.07M Buy
+143,640
New +$7.08M 2.45% 7

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $768M AUM 29.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Studio Investment Management's VUSB Position: Q4 2022 in Review

Studio Investment Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2022, closing a stake of 458 shares — an estimated $22.4K sold.

Studio Investment Management first reported a position in VUSB in Q2 2022 and held it in 2 quarters. The position peaked at $7.07M in Q2 2022. 271 funds tracked by Wall St. Rank hold VUSB as of Q4 2022.

  • Studio Investment Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Studio Investment Management sold 458 Vanguard Ultra-Short Bond ETF shares in Q4 2022, an estimated $22.4K.
  • Studio Investment Management first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2022 and held it in 2 quarters.
  • Studio Investment Management's Vanguard Ultra-Short Bond ETF position peaked at $7.07M in Q2 2022.
  • 271 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2022.

Based on Studio Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.