CogentBlue Wealth Advisors LLC Makes New $2.69 Million Investment in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

CogentBlue Wealth Advisors LLC acquired a new stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 34,800 shares of the company’s stock, valued at approximately $2,689,000. Vanguard Short-Term Bond ETF accounts for 2.4% of CogentBlue Wealth Advisors LLC’s investment portfolio, making the stock its 12th largest position.

A number of other hedge funds and other institutional investors have also made changes to their positions in BSV. Lodestone Wealth Management LLC boosted its holdings in shares of Vanguard Short-Term Bond ETF by 0.3% during the fourth quarter. Lodestone Wealth Management LLC now owns 41,516 shares of the company’s stock valued at $3,208,000 after acquiring an additional 129 shares during the period. L.M. Kohn & Company lifted its position in Vanguard Short-Term Bond ETF by 4.1% in the 3rd quarter. L.M. Kohn & Company now owns 3,298 shares of the company’s stock valued at $260,000 after purchasing an additional 130 shares during the last quarter. Smith Thornton Advisors LLC boosted its stake in Vanguard Short-Term Bond ETF by 5.0% during the 4th quarter. Smith Thornton Advisors LLC now owns 2,728 shares of the company’s stock valued at $211,000 after purchasing an additional 130 shares during the period. Aprio Wealth Management LLC grew its position in Vanguard Short-Term Bond ETF by 4.7% in the 4th quarter. Aprio Wealth Management LLC now owns 3,105 shares of the company’s stock worth $240,000 after purchasing an additional 138 shares during the last quarter. Finally, Courage Miller Partners LLC grew its position in Vanguard Short-Term Bond ETF by 0.3% in the 4th quarter. Courage Miller Partners LLC now owns 53,925 shares of the company’s stock worth $4,167,000 after purchasing an additional 141 shares during the last quarter.

Vanguard Short-Term Bond ETF Stock Up 0.1 %

BSV opened at $77.49 on Thursday. The business’s 50 day moving average is $77.32 and its 200-day moving average is $77.75. Vanguard Short-Term Bond ETF has a twelve month low of $75.72 and a twelve month high of $79.02.

Vanguard Short-Term Bond ETF Increases Dividend

The firm also recently declared a dividend, which was paid on Wednesday, February 5th. Shareholders of record on Monday, February 3rd were given a dividend of $0.2474 per share. The ex-dividend date was Monday, February 3rd. This is a positive change from Vanguard Short-Term Bond ETF’s previous dividend of $0.20.

Vanguard Short-Term Bond ETF Profile

Vanguard Short-Term Bond ETF (the Fund) seeks to track the performance of a market-weighted bond index with a short-term, dollar-weighted average maturity. The Fund employs a passive management or indexing strategy designed to track the performance of the Barclays Capital U.S. 1-5 Year Government/Credit Bond Index (the Index).