Paragon Private Wealth Management LLC Has $4.88 Million Stake in Vanguard Ultra-Short Bond ETF $VUSB

Paragon Private Wealth Management LLC raised its holdings in Vanguard Ultra-Short Bond ETF (BATS:VUSB) by 49.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 97,867 shares of the company’s stock after purchasing an additional 32,186 shares during the quarter. Vanguard Ultra-Short Bond ETF makes up about 1.5% of Paragon Private Wealth Management LLC’s investment portfolio, making the stock its 12th largest position. Paragon Private Wealth Management LLC’s holdings in Vanguard Ultra-Short Bond ETF were worth $4,878,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. JPMorgan Chase & Co. grew its holdings in shares of Vanguard Ultra-Short Bond ETF by 10.7% during the third quarter. JPMorgan Chase & Co. now owns 24,065,722 shares of the company’s stock worth $1,203,166,000 after purchasing an additional 2,317,449 shares during the last quarter. Bank of America Corp DE raised its holdings in shares of Vanguard Ultra-Short Bond ETF by 74.5% in the second quarter. Bank of America Corp DE now owns 2,518,007 shares of the company’s stock valued at $125,560,000 after buying an additional 1,075,161 shares during the last quarter. LPL Financial LLC lifted its position in 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 buying an additional 842,842 shares in the last quarter. Valpey Financial Services LLC lifted its position in Vanguard Ultra-Short Bond ETF by 7,011.4% during the 4th quarter. Valpey Financial Services LLC now owns 808,286 shares of the company’s stock worth $40,285,000 after buying an additional 796,920 shares in the last quarter. Finally, Charter Oak Capital Management LLC grew its holdings in Vanguard Ultra-Short Bond ETF by 8,149.9% during the 4th quarter. Charter Oak Capital Management LLC now owns 578,483 shares of the company’s stock worth $28,832,000 after acquiring an additional 571,471 shares during the last quarter.

Vanguard Ultra-Short Bond ETF Stock Performance

VUSB opened at $49.66 on Wednesday. Vanguard Ultra-Short Bond ETF has a 1-year low of $49.61 and a 1-year high of $50.03. The firm has a 50-day moving average price of $49.72 and a two-hundred day moving average price of $49.82.

Vanguard Ultra-Short Bond ETF Profile

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.