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Ten Capital Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Ten Capital Wealth Advisors’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
Q2 		$305K Buy
6,222
+2,541
+69% +$125K 0.09% 97
2023
Q1 		$181K Buy
+3,681
New +$181K 0.06% 114

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
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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ten Capital Wealth Advisors's VUSB Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Vanguard Ultra-Short Bond ETF (VUSB) stake by 69% in Q2 2023, buying an estimated $125K and bringing the position to 6,222 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #97.

Ten Capital Wealth Advisors first reported a position in VUSB in Q1 2023 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold VUSB as of Q2 2023.

  • Ten Capital Wealth Advisors held 6,222 shares of Vanguard Ultra-Short Bond ETF worth $305K as of Q2 2023.
  • Ten Capital Wealth Advisors bought 2,541 Vanguard Ultra-Short Bond ETF shares in Q2 2023, an estimated $125K.
  • Vanguard Ultra-Short Bond ETF made up 0.09% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #97 holding.
  • Ten Capital Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.