Stone Summit Wealth LLC Has $12.02 Million Holdings in Vanguard Short-Term Bond ETF $BSV

Stone Summit Wealth LLC boosted its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 17.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 152,511 shares of the company’s stock after buying an additional 22,891 shares during the period. Vanguard Short-Term Bond ETF makes up approximately 3.3% of Stone Summit Wealth LLC’s holdings, making the stock its 6th biggest holding. 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 have also recently bought and sold shares of the company. Lowe Brockenbrough & Co. Inc. boosted its holdings in shares of Vanguard Short-Term Bond ETF by 253.6% in the third quarter. Lowe Brockenbrough & Co. Inc. now owns 389 shares of the company’s stock valued at $31,000 after buying an additional 279 shares during the period. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in shares of Vanguard Short-Term Bond ETF during the fourth quarter worth $31,000. Kelleher Financial Advisors acquired a new stake in shares of Vanguard Short-Term Bond ETF during the third quarter worth $31,000. SOA Wealth Advisors LLC. lifted its position in Vanguard Short-Term Bond ETF by 386.5% in the 4th quarter. SOA Wealth Advisors LLC. now owns 467 shares of the company’s stock valued at $37,000 after acquiring an additional 371 shares in the last quarter. Finally, Sound Income Strategies LLC lifted its position in Vanguard Short-Term Bond ETF by 104.9% in the 3rd quarter. Sound Income Strategies LLC now owns 506 shares of the company’s stock valued at $40,000 after acquiring an additional 259 shares in the last quarter.

Vanguard Short-Term Bond ETF Stock Down 0.0%

Shares of NYSEARCA BSV opened at $78.54 on Tuesday. The company has a fifty day moving average price of $78.59 and a 200 day moving average price of $78.77. Vanguard Short-Term Bond ETF has a 1-year low of $77.78 and a 1-year high of $79.32.

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.