WAM
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Wallington Asset Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Wallington Asset 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
-500
Closed -$24K – 81
2022
Q3 		$24K Sell
500
-210
-30% -$10.3K 0.01% 78
2022
Q2 		$34K Sell
710
-140
-16% -$6.9K 0.01% 82
2022
Q1 		$42K Sell
850
-60
-7% -$2.98K 0.01% 71
2021
Q4 		$45K Buy
+910
New +$45.5K 0.01% 73

Other funds holding VUSB

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 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 $1.62B AUM 17.7% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wallington Asset Management's VUSB Position: Q4 2022 in Review

Wallington Asset Management sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2022, closing a stake of 500 shares — an estimated $24K sold.

Wallington Asset Management first reported a position in VUSB in Q4 2021 and held it in 4 quarters. The position peaked at $45K in Q4 2021. 270 funds tracked by Wall St. Rank hold VUSB as of Q4 2022.

  • Wallington Asset Management reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Wallington Asset Management sold 500 Vanguard Ultra-Short Bond ETF shares in Q4 2022, an estimated $24K.
  • Wallington Asset Management first reported a position in Vanguard Ultra-Short Bond ETF in Q4 2021 and held it in 4 quarters.
  • Wallington Asset Management's Vanguard Ultra-Short Bond ETF position peaked at $45K in Q4 2021.
  • 270 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2022.

Based on Wallington Asset Management's 13F filing for Q4 2022, filed 25 Jan 2023.