Charter Oak Capital Management LLC Has $28.83 Million Stock Holdings in Vanguard Ultra-Short Bond ETF $VUSB

Charter Oak Capital Management LLC increased its position in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB) by 8,149.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 578,483 shares of the company’s stock after acquiring an additional 571,471 shares during the quarter. Vanguard Ultra-Short Bond ETF comprises 2.2% of Charter Oak Capital Management LLC’s holdings, making the stock its 10th biggest position. Charter Oak Capital Management LLC owned 0.54% of Vanguard Ultra-Short Bond ETF worth $28,832,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the stock. HBW Advisory Services LLC grew its position in Vanguard Ultra-Short Bond ETF by 4.9% during the 4th quarter. HBW Advisory Services LLC now owns 45,276 shares of the company’s stock worth $2,257,000 after purchasing an additional 2,118 shares during the last quarter. Patriot Investment Management Group Inc. grew its position in Vanguard Ultra-Short Bond ETF by 11.0% during the 4th quarter. Patriot Investment Management Group Inc. now owns 13,119 shares of the company’s stock worth $654,000 after purchasing an additional 1,295 shares during the last quarter. Market Street Wealth Management Advisors LLC grew its position in Vanguard Ultra-Short Bond ETF by 42.1% during the 4th quarter. Market Street Wealth Management Advisors LLC now owns 27,840 shares of the company’s stock worth $1,388,000 after purchasing an additional 8,253 shares during the last quarter. Successful Portfolios LLC purchased a new stake in Vanguard Ultra-Short Bond ETF during the 4th quarter worth approximately $280,000. Finally, Fonville Wealth Management LLC grew its position in Vanguard Ultra-Short Bond ETF by 7.9% during the 4th quarter. Fonville Wealth Management LLC now owns 482,882 shares of the company’s stock worth $24,067,000 after purchasing an additional 35,231 shares during the last quarter.

Vanguard Ultra-Short Bond ETF Price Performance

BATS:VUSB opened at $49.70 on Monday. Vanguard Ultra-Short Bond ETF has a twelve month low of $49.42 and a twelve month high of $50.03. The company’s 50 day moving average is $49.81 and its two-hundred day moving average is $49.86.

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.