Vanguard Ultra-Short Bond ETF $VUSB is Valtinson Bruner Financial Planning LLC’s 6th Largest Position

Valtinson Bruner Financial Planning LLC cut its position in Vanguard Ultra-Short Bond ETF (BATS:VUSB) by 10.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 344,647 shares of the company’s stock after selling 39,560 shares during the period. Vanguard Ultra-Short Bond ETF comprises 4.9% of Valtinson Bruner Financial Planning LLC’s portfolio, making the stock its 6th largest holding. Valtinson Bruner Financial Planning LLC owned approximately 0.32% of Vanguard Ultra-Short Bond ETF worth $17,177,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Coyle Financial Counsel LLC increased its stake in shares of Vanguard Ultra-Short Bond ETF by 20.8% in the third quarter. Coyle Financial Counsel LLC now owns 345,905 shares of the company’s stock worth $17,294,000 after purchasing an additional 59,580 shares in the last quarter. Envestnet Asset Management Inc. increased its stake in shares of Vanguard Ultra-Short Bond ETF by 6.6% in the third quarter. Envestnet Asset Management Inc. now owns 181,591 shares of the company’s stock worth $9,079,000 after purchasing an additional 11,167 shares in the last quarter. Clarius Group LLC boosted its position in shares of Vanguard Ultra-Short Bond ETF by 34.2% during the fourth quarter. Clarius Group LLC now owns 413,417 shares of the company’s stock worth $20,605,000 after acquiring an additional 105,275 shares during the last quarter. Avion Wealth boosted its position in shares of Vanguard Ultra-Short Bond ETF by 11.6% during the fourth quarter. Avion Wealth now owns 1,310,153 shares of the company’s stock worth $65,298,000 after acquiring an additional 135,885 shares during the last quarter. Finally, Calder Financial LLC bought a new position in shares of Vanguard Ultra-Short Bond ETF during the fourth quarter worth $16,490,000.

Vanguard Ultra-Short Bond ETF Stock Performance

Shares of BATS:VUSB opened at $49.78 on Wednesday. The firm has a fifty day moving average price of $49.73 and a 200 day moving average price of $49.83. Vanguard Ultra-Short Bond ETF has a fifty-two week low of $49.58 and a fifty-two week high of $50.03.

About Vanguard Ultra-Short Bond ETF

The Vanguard Ultra-Short Bond ETF (VUSB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund actively invests in investment grade securities while aiming to maintain a dollar-weighted average maturity of 0 to 2 years. VUSB was launched on Apr 5, 2021 and is managed by Vanguard.