Leeward Financial Partners LLC Acquires 64,700 Shares of Vanguard Ultra-Short Bond ETF $VUSB

Leeward Financial Partners LLC raised its holdings in Vanguard Ultra-Short Bond ETF (BATS:VUSB) by 41.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 221,038 shares of the company’s stock after acquiring an additional 64,700 shares during the quarter. Vanguard Ultra-Short Bond ETF comprises 3.3% of Leeward Financial Partners LLC’s portfolio, making the stock its 10th largest position. Leeward Financial Partners LLC owned approximately 0.21% of Vanguard Ultra-Short Bond ETF worth $11,004,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Ritholtz Wealth Management lifted its stake in Vanguard Ultra-Short Bond ETF by 4.8% in the first quarter. Ritholtz Wealth Management now owns 4,720 shares of the company’s stock valued at $235,000 after buying an additional 216 shares during the period. RFG Advisory LLC increased its stake in shares of Vanguard Ultra-Short Bond ETF by 1.6% in the 1st quarter. RFG Advisory LLC now owns 14,426 shares of the company’s stock valued at $718,000 after acquiring an additional 223 shares during the last quarter. Convergence Financial LLC increased its stake in shares of Vanguard Ultra-Short Bond ETF by 6.0% in the 4th quarter. Convergence Financial LLC now owns 4,358 shares of the company’s stock valued at $217,000 after acquiring an additional 245 shares during the last quarter. Compass Financial Group INC SD raised its position in shares of Vanguard Ultra-Short Bond ETF by 2.0% in the 4th quarter. Compass Financial Group INC SD now owns 14,699 shares of the company’s stock valued at $733,000 after acquiring an additional 292 shares during the period. Finally, Park Avenue Securities LLC boosted its stake in Vanguard Ultra-Short Bond ETF by 7.4% during the 4th quarter. Park Avenue Securities LLC now owns 4,365 shares of the company’s stock worth $218,000 after acquiring an additional 300 shares during the last quarter.

Vanguard Ultra-Short Bond ETF Stock Performance

Shares of BATS VUSB opened at $49.74 on Thursday. The firm has a 50 day moving average price of $49.73 and a 200 day moving average price of $49.80. Vanguard Ultra-Short Bond ETF has a 52-week low of $49.61 and a 52-week high of $50.03.

Vanguard Ultra-Short Bond ETF Company 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.