Forza Wealth Management LLC Grows Stock Position in Vanguard Short-Term Bond ETF $BSV

Forza Wealth Management LLC grew its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 102.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 226,104 shares of the company’s stock after purchasing an additional 114,461 shares during the quarter. Vanguard Short-Term Bond ETF comprises about 5.4% of Forza Wealth Management LLC’s investment portfolio, making the stock its 4th largest position. Forza Wealth Management LLC’s holdings in Vanguard Short-Term Bond ETF were worth $17,616,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the business. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in shares of Vanguard Short-Term Bond ETF in the fourth quarter valued at about $25,000. IFC & Insurance Marketing Inc. acquired a new position in Vanguard Short-Term Bond ETF during the 4th quarter worth about $26,000. Colonial Trust Advisors bought a new stake in Vanguard Short-Term Bond ETF during the 4th quarter worth about $30,000. Kelleher Financial Advisors bought a new stake in Vanguard Short-Term Bond ETF during the 3rd quarter worth about $31,000. Finally, Blueline Advisors LLC acquired a new stake in Vanguard Short-Term Bond ETF in the 4th quarter valued at about $31,000.

Vanguard Short-Term Bond ETF Stock Performance

BSV opened at $77.57 on Thursday. Vanguard Short-Term Bond ETF has a 1-year low of $77.35 and a 1-year high of $79.32. The firm has a 50-day moving average price of $77.66 and a two-hundred day moving average price of $78.17.

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.