Orion Portfolio Solutions LLC Increases Holdings in Vanguard Ultra-Short Bond ETF

Orion Portfolio Solutions LLC has significantly increased its investment in the Vanguard Ultra-Short Bond ETF (BATS:VUSB) by 87.4% during the third quarter of this year, as stated in their latest 13F filing with the Securities and Exchange Commission (SEC). Following this expansion, Orion now holds 12,010 shares of the ETF, having acquired an additional 5,602 shares during the quarter. As of the most recent SEC filing, the value of Orion's shares in the Vanguard Ultra-Short Bond ETF is approximately $600,000.

Other institutional investors have also made adjustments to their holdings in the VUSB ETF. During the second quarter, Eagle Bay Advisors LLC introduced a new investment valued at around $50,000. Kings Path Partners LLC also established a new position worth about $67,000, while International Assets Investment Management LLC invested approximately $85,000. Crewe Advisors LLC's and Hummer Financial Advisory Services Inc's stakes were also notable, with the latter acquiring shares valued at about $210,000 in the third quarter.

Performance of Vanguard Ultra-Short Bond ETF

On Wednesday, shares of the Vanguard Ultra-Short Bond ETF (BATS:VUSB) opened at $49.72. The ETF’s 50-day moving average stands at $49.72, while its 200-day moving average is $49.66, indicating a stable performance over recent months.

Vanguard Ultra-Short Bond ETF Dividend Announcement

Recently, the Vanguard Ultra-Short Bond ETF announced a dividend, which was disbursed on November 5. Eligible shareholders, those who were on record by November 1, received a dividend payment of $0.2084 per share, with the ex-dividend date being the same as the record date.

Overview of Vanguard Ultra-Short Bond ETF

The Vanguard Ultra-Short Bond ETF (VUSB) is an exchange-traded fund focusing primarily on investment-grade fixed-income securities. The fund actively seeks a dollar-weighted average maturity of between 0 to 2 years, making it a strategic choice for investors looking for relatively low-risk fixed-income exposure. The ETF was launched on April 5, 2021, and is managed by Vanguard.

Orion, Investment, ETFs