Stone Summit Wealth LLC Has $10.23 Million Stock Holdings in Vanguard Short-Term Bond ETF $BSV

Stone Summit Wealth LLC lifted its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 51.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 129,620 shares of the company’s stock after buying an additional 43,865 shares during the quarter. Vanguard Short-Term Bond ETF makes up 2.9% of Stone Summit Wealth LLC’s holdings, making the stock its 4th largest holding. Stone Summit Wealth LLC’s holdings in Vanguard Short-Term Bond ETF were worth $10,228,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in BSV. HUB Investment Partners LLC lifted its stake in Vanguard Short-Term Bond ETF by 4.5% in the second quarter. HUB Investment Partners LLC now owns 3,095 shares of the company’s stock worth $244,000 after acquiring an additional 133 shares during the period. Private Management Group Inc. raised its holdings in shares of Vanguard Short-Term Bond ETF by 3.2% in the 2nd quarter. Private Management Group Inc. now owns 4,420 shares of the company’s stock valued at $348,000 after purchasing an additional 136 shares in the last quarter. Genesis Private Wealth LLC lifted its position in shares of Vanguard Short-Term Bond ETF by 5.0% in the 3rd quarter. Genesis Private Wealth LLC now owns 2,882 shares of the company’s stock worth $227,000 after purchasing an additional 136 shares during the period. Transcendent Capital Group LLC lifted its position in shares of Vanguard Short-Term Bond ETF by 1.0% in the 2nd quarter. Transcendent Capital Group LLC now owns 13,410 shares of the company’s stock worth $1,055,000 after purchasing an additional 138 shares during the period. Finally, Country Club Bank boosted its stake in shares of Vanguard Short-Term Bond ETF by 0.7% during the third quarter. Country Club Bank now owns 20,595 shares of the company’s stock valued at $1,625,000 after purchasing an additional 138 shares in the last quarter.

Vanguard Short-Term Bond ETF Price Performance

Shares of BSV stock opened at $78.80 on Monday. Vanguard Short-Term Bond ETF has a 52-week low of $76.93 and a 52-week high of $79.21. The company’s 50 day moving average is $78.86 and its 200 day moving average is $78.75.

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). 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.