WF
VUSB icon

Welch & Forbes’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Welch & Forbes’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
-72,808
Closed -$3.56M – 387
2022
Q3 		$3.56M Sell
72,808
-33,709
-32% -$1.66M 0.07% 141
2022
Q2 		$5.24M Buy
+106,517
New +$5.25M 0.1% 127
2022
Q1 		– Sell
-106,517
Closed -$5.32M – 416
2021
Q4 		$5.32M Buy
106,517
+2,000
+2% +$100K 0.08% 137
2021
Q3 		$5.24M Buy
+104,517
New +$5.24M 0.09% 135

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
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

Welch & Forbes's VUSB Position: Q4 2022 in Review

Welch & Forbes sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2022, closing a stake of 72,808 shares — an estimated $3.56M sold.

Welch & Forbes first reported a position in VUSB in Q3 2021 and held it in 4 quarters. The position peaked at $5.32M in Q4 2021. 270 funds tracked by Wall St. Rank hold VUSB as of Q4 2022.

  • Welch & Forbes reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Welch & Forbes sold 72,808 Vanguard Ultra-Short Bond ETF shares in Q4 2022, an estimated $3.56M.
  • Welch & Forbes first reported a position in Vanguard Ultra-Short Bond ETF in Q3 2021 and held it in 4 quarters.
  • Welch & Forbes's Vanguard Ultra-Short Bond ETF position peaked at $5.32M in Q4 2021.
  • 270 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2022.

Based on Welch & Forbes's 13F filing for Q4 2022, filed 2 Feb 2023.