Vanguard Short-Term Bond ETF $BSV is Charter Oak Capital Management LLC’s 6th Largest Position

Charter Oak Capital Management LLC cut its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 18.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 782,173 shares of the company’s stock after selling 174,952 shares during the period. Vanguard Short-Term Bond ETF comprises approximately 4.7% of Charter Oak Capital Management LLC’s portfolio, making the stock its 6th largest position. Charter Oak Capital Management LLC owned approximately 0.15% of Vanguard Short-Term Bond ETF worth $61,643,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Uptown Financial Advisors LLC lifted its position in Vanguard Short-Term Bond ETF by 11.8% in the fourth quarter. Uptown Financial Advisors LLC now owns 90,876 shares of the company’s stock valued at $7,162,000 after acquiring an additional 9,614 shares during the last quarter. Arbor Investment Advisors LLC lifted its position in Vanguard Short-Term Bond ETF by 1.2% in the fourth quarter. Arbor Investment Advisors LLC now owns 614,693 shares of the company’s stock valued at $48,444,000 after acquiring an additional 7,296 shares during the last quarter. Patriot Investment Management Group Inc. lifted its position in Vanguard Short-Term Bond ETF by 0.3% in the fourth quarter. Patriot Investment Management Group Inc. now owns 78,645 shares of the company’s stock valued at $6,198,000 after acquiring an additional 271 shares during the last quarter. FSM Wealth Advisors LLC lifted its position in Vanguard Short-Term Bond ETF by 24.7% in the fourth quarter. FSM Wealth Advisors LLC now owns 6,730 shares of the company’s stock valued at $530,000 after acquiring an additional 1,334 shares during the last quarter. Finally, Fifth Third Securities Inc. lifted its position in Vanguard Short-Term Bond ETF by 1.9% in the fourth quarter. Fifth Third Securities Inc. now owns 51,226 shares of the company’s stock valued at $4,037,000 after acquiring an additional 934 shares during the last quarter.

Vanguard Short-Term Bond ETF Price Performance

Shares of BSV opened at $78.27 on Monday. Vanguard Short-Term Bond ETF has a 1-year low of $77.59 and a 1-year high of $79.32. The firm has a fifty day moving average price of $78.63 and a 200 day moving average price of $78.79.

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.