Andrews Lucia Wealth Management LLC decreased its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,051 shares of the company’s stock after selling 383 shares during the quarter. Vanguard Short-Term Bond ETF comprises about 0.7% of Andrews Lucia Wealth Management LLC’s investment portfolio, making the stock its 15th largest holding. Andrews Lucia Wealth Management LLC’s holdings in Vanguard Short-Term Bond ETF were worth $1,027,000 at the end of the most recent reporting period.
Several other institutional investors have also modified their holdings of BSV. L.M. Kohn & Company grew its holdings in Vanguard Short-Term Bond ETF by 4.1% in the 3rd quarter. L.M. Kohn & Company now owns 3,298 shares of the company’s stock worth $260,000 after buying an additional 130 shares in the last quarter. Smith Thornton Advisors LLC grew its stake in shares of Vanguard Short-Term Bond ETF by 5.0% in the fourth quarter. Smith Thornton Advisors LLC now owns 2,728 shares of the company’s stock worth $211,000 after purchasing an additional 130 shares in the last quarter. Financial Synergies Wealth Advisors Inc. increased its holdings in shares of Vanguard Short-Term Bond ETF by 4.2% during the third quarter. Financial Synergies Wealth Advisors Inc. now owns 3,308 shares of the company’s stock valued at $260,000 after purchasing an additional 132 shares during the period. Aprio Wealth Management LLC raised its stake in shares of Vanguard Short-Term Bond ETF by 4.7% during the fourth quarter. Aprio Wealth Management LLC now owns 3,105 shares of the company’s stock valued at $240,000 after purchasing an additional 138 shares in the last quarter. Finally, Waller Financial Planning Group Inc. lifted its holdings in Vanguard Short-Term Bond ETF by 0.7% in the third quarter. Waller Financial Planning Group Inc. now owns 19,396 shares of the company’s stock worth $1,526,000 after purchasing an additional 144 shares during the period.
Vanguard Short-Term Bond ETF Trading Down 0.0 %
Shares of BSV opened at $77.32 on Friday. Vanguard Short-Term Bond ETF has a 52-week low of $75.72 and a 52-week high of $79.02. The firm has a 50-day moving average price of $77.35 and a 200 day moving average price of $77.69.
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).
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