M Holdings Securities Inc. Invests $6.12 Million in Vanguard Ultra-Short Bond ETF $VUSB

M Holdings Securities Inc. acquired a new position in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 122,755 shares of the company’s stock, valued at approximately $6,118,000.

Several other large investors have also modified their holdings of the stock. Paragon Private Wealth Management LLC lifted its holdings in shares of Vanguard Ultra-Short Bond ETF by 49.0% during the 4th quarter. Paragon Private Wealth Management LLC now owns 97,867 shares of the company’s stock worth $4,878,000 after acquiring an additional 32,186 shares during the period. Horizon Kinetics Asset Management LLC lifted its holdings in shares of Vanguard Ultra-Short Bond ETF by 29.8% during the 4th quarter. Horizon Kinetics Asset Management LLC now owns 342,542 shares of the company’s stock worth $17,072,000 after acquiring an additional 78,720 shares during the period. Everett Harris & Co. CA purchased a new position in shares of Vanguard Ultra-Short Bond ETF during the 4th quarter worth about $6,948,000. LPL Financial LLC lifted its holdings in shares of Vanguard Ultra-Short Bond ETF by 72.1% during the 4th quarter. LPL Financial LLC now owns 2,011,548 shares of the company’s stock worth $100,256,000 after acquiring an additional 842,842 shares during the period. Finally, JPMorgan Chase & Co. lifted its holdings in shares of Vanguard Ultra-Short Bond ETF by 4.2% during the 4th quarter. JPMorgan Chase & Co. now owns 25,077,867 shares of the company’s stock worth $1,249,881,000 after acquiring an additional 1,012,145 shares during the period.

Vanguard Ultra-Short Bond ETF Trading Up 0.0%

Shares of VUSB stock opened at $49.67 on Thursday. Vanguard Ultra-Short Bond ETF has a 1-year low of $49.61 and a 1-year high of $50.03. The firm’s 50-day simple moving average is $49.72 and its 200-day simple moving average is $49.81.

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.