Vanguard Short-Term Bond ETF $BSV Stock Bought by Root Financial Partners LLC

Root Financial Partners LLC grew its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 261.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 399,570 shares of the company’s stock after purchasing an additional 288,954 shares during the period. Vanguard Short-Term Bond ETF accounts for about 1.0% of Root Financial Partners LLC’s investment portfolio, making the stock its 18th largest position. Root Financial Partners LLC owned about 0.07% of Vanguard Short-Term Bond ETF worth $30,527,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Alkeme Wealth LLC boosted its holdings in shares of Vanguard Short-Term Bond ETF by 13.2% during the third quarter. Alkeme Wealth LLC now owns 163,164 shares of the company’s stock worth $12,466,000 after purchasing an additional 18,969 shares during the last quarter. Martel Wealth Advisors LLC grew its position in shares of Vanguard Short-Term Bond ETF by 6.2% in the second quarter. Martel Wealth Advisors LLC now owns 996,458 shares of the company’s stock valued at $77,634,000 after purchasing an additional 58,179 shares during the period. Shah Wealth Advisors LLC purchased a new stake in shares of Vanguard Short-Term Bond ETF in the second quarter valued at $7,296,000. Highland Investment Advisors LLC purchased a new stake in shares of Vanguard Short-Term Bond ETF in the second quarter valued at $1,349,000. Finally, Cherry Tree Wealth Management LLC increased its stake in Vanguard Short-Term Bond ETF by 5.4% in the second quarter. Cherry Tree Wealth Management LLC now owns 140,590 shares of the company’s stock valued at $10,953,000 after purchasing an additional 7,150 shares during the last quarter.

Vanguard Short-Term Bond ETF Trading Up 0.4%

NYSEARCA BSV opened at $76.84 on Friday. The business’s 50-day moving average price is $76.87 and its 200 day moving average price is $77.52. Vanguard Short-Term Bond ETF has a twelve month low of $76.02 and a twelve month high of $79.32.

Vanguard Short-Term Bond ETF Company 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.