Evergreen Wealth Management LLC Invests $2.03 Million in Vanguard Ultra-Short Bond ETF $VUSB

Evergreen Wealth Management LLC acquired a new stake in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 40,582 shares of the company’s stock, valued at approximately $2,029,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Alpha Omega Wealth Management LLC increased its position in Vanguard Ultra-Short Bond ETF by 56.5% during the third quarter. Alpha Omega Wealth Management LLC now owns 447,448 shares of the company’s stock valued at $22,370,000 after acquiring an additional 161,584 shares during the last quarter. Envestnet Asset Management Inc. grew its stake in shares of Vanguard Ultra-Short Bond ETF by 104.0% during the 2nd quarter. Envestnet Asset Management Inc. now owns 170,424 shares of the company’s stock valued at $8,498,000 after purchasing an additional 86,878 shares during the period. Apella Capital LLC increased its position in shares of Vanguard Ultra-Short Bond ETF by 9.3% during the 3rd quarter. Apella Capital LLC now owns 180,871 shares of the company’s stock valued at $9,034,000 after purchasing an additional 15,411 shares during the last quarter. Fonville Wealth Management LLC lifted its stake in shares of Vanguard Ultra-Short Bond ETF by 4.7% in the 3rd quarter. Fonville Wealth Management LLC now owns 447,651 shares of the company’s stock worth $22,380,000 after purchasing an additional 20,059 shares during the period. Finally, Aspiriant LLC lifted its stake in shares of Vanguard Ultra-Short Bond ETF by 38.1% in the 3rd quarter. Aspiriant LLC now owns 86,913 shares of the company’s stock worth $4,345,000 after purchasing an additional 23,987 shares during the period.

Vanguard Ultra-Short Bond ETF Price Performance

VUSB opened at $49.98 on Tuesday. The company’s 50 day moving average is $49.87 and its 200 day moving average is $49.87. Vanguard Ultra-Short Bond ETF has a 12-month low of $49.43 and a 12-month high of $49.98.

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.