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Whitegate Investment Counselors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-39,325
Closed -$1.97M – 210
2021
Q3 		$1.97M Buy
39,325
+15,425
+65% +$773K 0.28% 83
2021
Q2 		$1.2M Buy
+23,900
New +$1.2M 0.17% 105

Other funds holding VUSB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Whitegate Investment Counselors's VUSB Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Vanguard Ultra-Short Bond ETF (VUSB) in Q4 2021, closing a stake of 39,325 shares — an estimated $1.97M sold.

Whitegate Investment Counselors first reported a position in VUSB in Q2 2021 and held it in 2 quarters. The position peaked at $1.97M in Q3 2021. 173 funds tracked by Wall St. Rank hold VUSB as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Vanguard Ultra-Short Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 39,325 Vanguard Ultra-Short Bond ETF shares in Q4 2021, an estimated $1.97M.
  • Whitegate Investment Counselors first reported a position in Vanguard Ultra-Short Bond ETF in Q2 2021 and held it in 2 quarters.
  • Whitegate Investment Counselors's Vanguard Ultra-Short Bond ETF position peaked at $1.97M in Q3 2021.
  • 173 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.