Heritage Wealth Management Inc. CA Purchases New Stake in Vanguard Ultra-Short Bond ETF $VUSB

Heritage Wealth Management Inc. CA purchased a new position in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 14,219 shares of the company’s stock, valued at approximately $705,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Waverly Advisors LLC lifted its position in Vanguard Ultra-Short Bond ETF by 76.1% in the 2nd quarter. Waverly Advisors LLC now owns 917,885 shares of the company’s stock worth $45,692,000 after buying an additional 396,705 shares in the last quarter. Osborne Partners Capital Management LLC acquired a new stake in shares of Vanguard Ultra-Short Bond ETF during the 1st quarter valued at $1,942,000. Schulz Wealth LTD. acquired a new stake in shares of Vanguard Ultra-Short Bond ETF during the 2nd quarter valued at $8,696,000. Verus Capital Partners LLC boosted its stake in shares of Vanguard Ultra-Short Bond ETF by 18.8% during the 1st quarter. Verus Capital Partners LLC now owns 117,388 shares of the company’s stock valued at $5,844,000 after buying an additional 18,572 shares during the period. Finally, Atomic Invest LLC grew its holdings in shares of Vanguard Ultra-Short Bond ETF by 159.2% during the 2nd quarter. Atomic Invest LLC now owns 47,602 shares of the company’s stock valued at $2,370,000 after acquiring an additional 29,235 shares in the last quarter.

Vanguard Ultra-Short Bond ETF Stock Performance

Vanguard Ultra-Short Bond ETF stock opened at $49.58 on Thursday. Vanguard Ultra-Short Bond ETF has a 12 month low of $49.37 and a 12 month high of $50.03. The company’s fifty day simple moving average is $49.57 and its 200-day simple moving average is $49.72.

Vanguard Ultra-Short Bond ETF Profile

(Free Report)

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.

Recommended Stories

Want to see what other hedge funds are holding VUSB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report).

Institutional Ownership by Quarter for Vanguard Ultra-Short Bond ETF (BATS:VUSB)

Receive News & Ratings for Vanguard Ultra-Short Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard Ultra-Short Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.