Valtinson Bruner Financial Planning LLC Lowers Stock Position in Vanguard Ultra-Short Bond ETF $VUSB

Valtinson Bruner Financial Planning LLC trimmed its holdings in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB) by 3.3% in the third quarter, according to its most recent filing with the SEC. The firm owned 384,207 shares of the company’s stock after selling 13,060 shares during the period. Vanguard Ultra-Short Bond ETF makes up about 5.7% of Valtinson Bruner Financial Planning LLC’s investment portfolio, making the stock its 5th biggest position. Valtinson Bruner Financial Planning LLC owned 0.36% of Vanguard Ultra-Short Bond ETF worth $19,208,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the business. Alpha Omega Wealth Management LLC increased its holdings in Vanguard Ultra-Short Bond ETF by 56.5% during the 3rd quarter. Alpha Omega Wealth Management LLC now owns 447,448 shares of the company’s stock valued at $22,370,000 after purchasing an additional 161,584 shares in the last quarter. Envestnet Asset Management Inc. grew its holdings in shares of Vanguard Ultra-Short Bond ETF by 104.0% during the second quarter. Envestnet Asset Management Inc. now owns 170,424 shares of the company’s stock worth $8,498,000 after purchasing an additional 86,878 shares during the last quarter. Apella Capital LLC increased its stake in shares of Vanguard Ultra-Short Bond ETF by 9.3% in the third quarter. Apella Capital LLC now owns 180,871 shares of the company’s stock valued at $9,034,000 after buying an additional 15,411 shares in the last quarter. Fonville Wealth Management LLC raised its holdings in shares of Vanguard Ultra-Short Bond ETF by 4.7% in the third quarter. Fonville Wealth Management LLC now owns 447,651 shares of the company’s stock valued at $22,380,000 after buying an additional 20,059 shares during the last quarter. Finally, Aspiriant LLC lifted its position in Vanguard Ultra-Short Bond ETF by 38.1% during the 3rd quarter. Aspiriant LLC now owns 86,913 shares of the company’s stock worth $4,345,000 after buying an additional 23,987 shares in the last quarter.

Vanguard Ultra-Short Bond ETF Trading Up 0.4%

Shares of VUSB stock opened at $49.85 on Tuesday. Vanguard Ultra-Short Bond ETF has a 1 year low of $49.43 and a 1 year high of $49.98. The firm’s 50 day moving average is $49.88 and its 200-day moving average is $49.88.

Vanguard Ultra-Short Bond ETF Increases Dividend

The company also recently disclosed a monthly dividend, which will be paid on Wednesday, February 4th. Shareholders of record on Monday, February 2nd will be given a $0.1821 dividend. This represents a c) dividend on an annualized basis and a yield of 4.4%. The ex-dividend date is Monday, February 2nd. This is a positive change from Vanguard Ultra-Short Bond ETF’s previous monthly dividend of $0.18.

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.