Elevate Wealth Advisory Inc. Boosts Stock Position in Vanguard Short-Term Bond ETF $BSV

Elevate Wealth Advisory Inc. grew its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 11.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 153,799 shares of the company’s stock after purchasing an additional 15,678 shares during the quarter. Vanguard Short-Term Bond ETF makes up about 8.3% of Elevate Wealth Advisory Inc.’s holdings, making the stock its 2nd largest position. Elevate Wealth Advisory Inc.’s holdings in Vanguard Short-Term Bond ETF were worth $12,121,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of BSV. Brighton Jones LLC lifted its holdings in shares of Vanguard Short-Term Bond ETF by 38.8% in the fourth quarter. Brighton Jones LLC now owns 11,661 shares of the company’s stock valued at $901,000 after purchasing an additional 3,262 shares in the last quarter. Russell Investments Group Ltd. bought a new position in shares of Vanguard Short-Term Bond ETF in the second quarter valued at approximately $48,000. HUB Investment Partners LLC lifted its holdings in shares of Vanguard Short-Term Bond ETF by 4.5% in the second quarter. HUB Investment Partners LLC now owns 3,095 shares of the company’s stock valued at $244,000 after purchasing an additional 133 shares in the last quarter. Diversify Advisory Services LLC bought a new stake in Vanguard Short-Term Bond ETF during the second quarter worth $306,000. Finally, Quantinno Capital Management LP lifted its holdings in Vanguard Short-Term Bond ETF by 26.1% during the second quarter. Quantinno Capital Management LP now owns 11,338 shares of the company’s stock worth $892,000 after acquiring an additional 2,345 shares during the period.

Vanguard Short-Term Bond ETF Stock Performance

Shares of Vanguard Short-Term Bond ETF stock opened at $78.57 on Monday. The business’s fifty day simple moving average is $78.60 and its 200 day simple moving average is $78.77. Vanguard Short-Term Bond ETF has a 12 month low of $77.78 and a 12 month 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.