HTG Investment Advisors Inc. Boosts Holdings in Vanguard Ultra-Short Bond ETF $VUSB

HTG Investment Advisors Inc. lifted its stake in Vanguard Ultra-Short Bond ETF (BATS:VUSB) by 18.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 123,182 shares of the company’s stock after purchasing an additional 19,145 shares during the period. Vanguard Ultra-Short Bond ETF accounts for about 1.9% of HTG Investment Advisors Inc.’s investment portfolio, making the stock its 15th biggest holding. HTG Investment Advisors Inc. owned about 0.12% of Vanguard Ultra-Short Bond ETF worth $6,139,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of VUSB. JPMorgan Chase & Co. lifted its position in shares of Vanguard Ultra-Short Bond ETF by 10.7% in the 3rd 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 period. Bank of America Corp DE lifted its position in shares of Vanguard Ultra-Short Bond ETF by 74.5% in the 2nd quarter. Bank of America Corp DE now owns 2,518,007 shares of the company’s stock worth $125,560,000 after purchasing an additional 1,075,161 shares during the period. Charter Oak Capital Management LLC lifted its position in shares of Vanguard Ultra-Short Bond ETF by 8,149.9% in the 4th quarter. Charter Oak Capital Management LLC now owns 578,483 shares of the company’s stock worth $28,832,000 after purchasing an additional 571,471 shares during the period. 55 North Private Wealth LLC purchased a new stake in shares of Vanguard Ultra-Short Bond ETF in the 4th quarter worth about $25,763,000. Finally, Spectrum Asset Management Inc. NB CA purchased a new stake in shares of Vanguard Ultra-Short Bond ETF in the 3rd quarter worth about $21,421,000.

Vanguard Ultra-Short Bond ETF Stock Down 0.3%

BATS:VUSB opened at $49.65 on Friday. Vanguard Ultra-Short Bond ETF has a 12 month low of $49.58 and a 12 month high of $50.03. The company has a 50-day moving average price of $49.78 and a 200-day moving average price of $49.85.

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.