Stone Summit Wealth LLC Has $6.75 Million Stake in Vanguard Short-Term Bond ETF $BSV

Stone Summit Wealth LLC boosted its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 3.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 85,755 shares of the company’s stock after acquiring an additional 3,064 shares during the quarter. Vanguard Short-Term Bond ETF accounts for approximately 2.1% of Stone Summit Wealth LLC’s investment portfolio, making the stock its 10th biggest holding. Stone Summit Wealth LLC’s holdings in Vanguard Short-Term Bond ETF were worth $6,749,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Mascagni Wealth Management Inc. bought a new stake in Vanguard Short-Term Bond ETF during the 4th quarter worth approximately $27,000. West Paces Advisors Inc. increased its holdings in Vanguard Short-Term Bond ETF by 45.3% during the 1st quarter. West Paces Advisors Inc. now owns 436 shares of the company’s stock worth $34,000 after purchasing an additional 136 shares in the last quarter. NorthRock Partners LLC increased its holdings in Vanguard Short-Term Bond ETF by 385.6% during the 1st quarter. NorthRock Partners LLC now owns 471 shares of the company’s stock worth $37,000 after purchasing an additional 374 shares in the last quarter. North Capital Inc. bought a new stake in Vanguard Short-Term Bond ETF during the 1st quarter worth approximately $39,000. Finally, Thurston Springer Miller Herd & Titak Inc. increased its holdings in Vanguard Short-Term Bond ETF by 36.7% during the 1st quarter. Thurston Springer Miller Herd & Titak Inc. now owns 533 shares of the company’s stock worth $42,000 after purchasing an additional 143 shares in the last quarter.

Vanguard Short-Term Bond ETF Price Performance

Shares of BSV opened at $78.82 on Friday. The stock has a 50 day moving average price of $78.73 and a two-hundred day moving average price of $78.36. Vanguard Short-Term Bond ETF has a 52 week low of $76.93 and a 52 week high of $79.16.

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).