Lowery Thomas LLC Has $3.53 Million Stock Holdings in Vanguard Ultra-Short Bond ETF $VUSB

Lowery Thomas LLC lifted its position in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB) by 36.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 70,675 shares of the company’s stock after purchasing an additional 18,727 shares during the quarter. Vanguard Ultra-Short Bond ETF accounts for 2.0% of Lowery Thomas LLC’s portfolio, making the stock its 14th largest position. Lowery Thomas LLC’s holdings in Vanguard Ultra-Short Bond ETF were worth $3,533,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Front Row Advisors LLC acquired a new stake in Vanguard Ultra-Short Bond ETF during the 2nd quarter worth $30,000. Avalon Trust Co bought a new stake in Vanguard Ultra-Short Bond ETF during the 2nd quarter worth approximately $50,000. Westfuller Advisors LLC bought a new stake in Vanguard Ultra-Short Bond ETF during the 3rd quarter worth approximately $50,000. Halbert Hargrove Global Advisors LLC acquired a new stake in Vanguard Ultra-Short Bond ETF during the 3rd quarter worth approximately $80,000. Finally, Chandler Asset Management Inc. acquired a new stake in shares of Vanguard Ultra-Short Bond ETF during the second quarter worth $108,000.

Vanguard Ultra-Short Bond ETF Price Performance

VUSB opened at $49.97 on Monday. The business’s 50-day moving average price is $49.89 and its two-hundred day moving average price is $49.89. Vanguard Ultra-Short Bond ETF has a 1 year low of $49.42 and a 1 year high of $50.03.

Vanguard Ultra-Short Bond ETF Increases Dividend

The firm also recently disclosed a monthly dividend, which was paid on Wednesday, February 4th. Stockholders of record on Monday, February 2nd were issued a $0.1821 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 4.4%. This is a boost from Vanguard Ultra-Short Bond ETF’s previous monthly dividend of $0.18. The ex-dividend date was Monday, February 2nd.

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.