Windward Private Wealth Management Inc. lifted its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 822,376 shares of the company’s stock after buying an additional 20,723 shares during the quarter. Vanguard Short-Term Bond ETF makes up approximately 22.4% of Windward Private Wealth Management Inc.’s portfolio, making the stock its biggest holding. Windward Private Wealth Management Inc.’s holdings in Vanguard Short-Term Bond ETF were worth $64,811,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Ascent Wealth Partners LLC lifted its holdings in shares of Vanguard Short-Term Bond ETF by 1.4% in the fourth quarter. Ascent Wealth Partners LLC now owns 24,533 shares of the company’s stock worth $1,933,000 after buying an additional 327 shares in the last quarter. TCI Wealth Advisors Inc. lifted its holdings in shares of Vanguard Short-Term Bond ETF by 8.9% in the fourth quarter. TCI Wealth Advisors Inc. now owns 45,447 shares of the company’s stock worth $3,582,000 after buying an additional 3,715 shares in the last quarter. Cumberland Advisors Inc. raised its stake in Vanguard Short-Term Bond ETF by 8.9% in the fourth quarter. Cumberland Advisors Inc. now owns 10,970 shares of the company’s stock valued at $865,000 after purchasing an additional 900 shares in the last quarter. Headinvest LLC raised its stake in Vanguard Short-Term Bond ETF by 3.0% in the fourth quarter. Headinvest LLC now owns 135,029 shares of the company’s stock valued at $10,642,000 after purchasing an additional 3,967 shares in the last quarter. Finally, Truist Financial Corp raised its stake in Vanguard Short-Term Bond ETF by 13.2% in the fourth quarter. Truist Financial Corp now owns 2,066,909 shares of the company’s stock valued at $162,893,000 after purchasing an additional 241,055 shares in the last quarter.
Vanguard Short-Term Bond ETF Stock Down 0.2%
Shares of BSV opened at $77.96 on Tuesday. The firm’s 50 day simple moving average is $78.49 and its 200 day simple moving average is $78.74. 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.
Further Reading
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