Windward Private Wealth Management Inc. Has $67.09 Million Stock Position in Vanguard Short-Term Bond ETF $BSV

Windward Private Wealth Management Inc. raised its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 2.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 861,105 shares of the company’s stock after buying an additional 17,918 shares during the quarter. Vanguard Short-Term Bond ETF comprises about 21.5% of Windward Private Wealth Management Inc.’s holdings, making the stock its 2nd largest position. Windward Private Wealth Management Inc. owned 0.15% of Vanguard Short-Term Bond ETF worth $67,089,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Aerodigm Wealth LLC boosted its position in shares of Vanguard Short-Term Bond ETF by 1.4% during the 2nd quarter. Aerodigm Wealth LLC now owns 21,195 shares of the company’s stock valued at $1,651,000 after acquiring an additional 300 shares during the last quarter. Fidato Wealth LLC grew its holdings in shares of Vanguard Short-Term Bond ETF by 5.2% during the second quarter. Fidato Wealth LLC now owns 148,686 shares of the company’s stock worth $11,584,000 after purchasing an additional 7,326 shares in the last quarter. Oppenheimer Asset Management Inc. increased its position in shares of Vanguard Short-Term Bond ETF by 12.9% in the second quarter. Oppenheimer Asset Management Inc. now owns 53,639 shares of the company’s stock worth $4,179,000 after purchasing an additional 6,111 shares during the last quarter. Hardy Reed LLC increased its position in shares of Vanguard Short-Term Bond ETF by 0.6% in the second quarter. Hardy Reed LLC now owns 23,810 shares of the company’s stock worth $1,855,000 after purchasing an additional 144 shares during the last quarter. Finally, MilWealth Group LLC raised its stake in Vanguard Short-Term Bond ETF by 8.0% in the second quarter. MilWealth Group LLC now owns 262,722 shares of the company’s stock valued at $20,469,000 after purchasing an additional 19,510 shares in the last quarter.

Vanguard Short-Term Bond ETF Stock Down 0.1%

Shares of BSV opened at $77.63 on Friday. Vanguard Short-Term Bond ETF has a 1-year low of $77.35 and a 1-year high of $79.32. The firm’s 50 day simple moving average is $77.66 and its 200 day simple moving average is $78.16.

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.