Stone Summit Wealth LLC Increases Stake in Vanguard Short-Term Bond ETF $BSV

Stone Summit Wealth LLC boosted its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 17.7% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 152,511 shares of the company’s stock after acquiring an additional 22,891 shares during the period. Vanguard Short-Term Bond ETF accounts for 3.3% of Stone Summit Wealth LLC’s portfolio, making the stock its 6th largest position. Stone Summit Wealth LLC’s holdings in Vanguard Short-Term Bond ETF were worth $12,019,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Lowe Brockenbrough & Co. Inc. boosted its position in shares of Vanguard Short-Term Bond ETF by 253.6% in the 3rd quarter. Lowe Brockenbrough & Co. Inc. now owns 389 shares of the company’s stock worth $31,000 after purchasing an additional 279 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. bought a new stake in Vanguard Short-Term Bond ETF in the fourth quarter valued at about $31,000. Kelleher Financial Advisors bought a new stake in Vanguard Short-Term Bond ETF in the third quarter valued at about $31,000. SOA Wealth Advisors LLC. lifted its stake in Vanguard Short-Term Bond ETF by 386.5% in the fourth quarter. SOA Wealth Advisors LLC. now owns 467 shares of the company’s stock valued at $37,000 after buying an additional 371 shares during the period. Finally, Sound Income Strategies LLC lifted its stake in Vanguard Short-Term Bond ETF by 104.9% in the third quarter. Sound Income Strategies LLC now owns 506 shares of the company’s stock valued at $40,000 after buying an additional 259 shares during the period.

Vanguard Short-Term Bond ETF Stock Performance

Shares of BSV opened at $78.54 on Tuesday. Vanguard Short-Term Bond ETF has a 1 year low of $77.78 and a 1 year high of $79.32. The stock’s 50-day moving average price is $78.59 and its two-hundred day moving average price is $78.77.

About Vanguard Short-Term Bond ETF

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). The Index includes all medium and larger issues of the United States Government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities of between 1 and 5 years and are publicly issued.