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

Paragon Private Wealth Management LLC increased its holdings in Vanguard Ultra-Short Bond ETF (BATS:VUSB) by 49.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 97,867 shares of the company’s stock after purchasing an additional 32,186 shares during the period. Vanguard Ultra-Short Bond ETF makes up 1.5% of Paragon Private Wealth Management LLC’s portfolio, making the stock its 12th biggest position. Paragon Private Wealth Management LLC owned about 0.09% of Vanguard Ultra-Short Bond ETF worth $4,878,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Horizon Kinetics Asset Management LLC lifted its position 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 buying an additional 78,720 shares during the period. Everett Harris & Co. CA bought a new stake in Vanguard Ultra-Short Bond ETF in the fourth quarter valued at $6,948,000. LPL Financial LLC raised its stake in Vanguard Ultra-Short Bond ETF by 72.1% during the fourth 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 in the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of Vanguard Ultra-Short Bond ETF by 4.2% during the fourth quarter. JPMorgan Chase & Co. now owns 25,077,867 shares of the company’s stock valued at $1,249,881,000 after acquiring an additional 1,012,145 shares during the period. Finally, Cookson Peirce & Co. Inc. bought a new position in shares of Vanguard Ultra-Short Bond ETF during the fourth quarter valued at $268,000.

Vanguard Ultra-Short Bond ETF Stock Performance

Shares of BATS:VUSB opened at $49.66 on Wednesday. The company’s fifty day moving average is $49.72 and its 200-day moving average is $49.82. Vanguard Ultra-Short Bond ETF has a 52 week low of $49.61 and a 52 week high of $50.03.

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.