Summit Wealth Group LLC Has $1.09 Million Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Summit Wealth Group LLC lowered its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 5.0% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 13,876 shares of the company’s stock after selling 727 shares during the period. Summit Wealth Group LLC’s holdings in Vanguard Short-Term Bond ETF were worth $1,092,000 as of its most recent filing with the SEC.

Several other large investors have also recently added to or reduced their stakes in BSV. Envestnet Asset Management Inc. raised its holdings in Vanguard Short-Term Bond ETF by 3.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 50,291,492 shares of the company’s stock worth $3,857,357,000 after purchasing an additional 1,900,726 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its position in shares of Vanguard Short-Term Bond ETF by 7.6% in the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 25,442,677 shares of the company’s stock worth $1,934,771,000 after purchasing an additional 1,798,704 shares in the last quarter. Empower Advisory Group LLC raised its holdings in shares of Vanguard Short-Term Bond ETF by 4.9% during the third quarter. Empower Advisory Group LLC now owns 15,200,448 shares of the company’s stock valued at $1,196,123,000 after purchasing an additional 711,531 shares during the last quarter. Allworth Financial LP increased its stake in shares of Vanguard Short-Term Bond ETF by 2.6% in the third quarter. Allworth Financial LP now owns 12,194,753 shares of the company’s stock worth $959,605,000 after purchasing an additional 309,701 shares in the last quarter. Finally, LPL Financial LLC grew its holdings in shares of Vanguard Short-Term Bond ETF by 0.4% in the second quarter. LPL Financial LLC now owns 5,924,618 shares of the company’s stock valued at $454,418,000 after purchasing an additional 24,559 shares in the last quarter.

Vanguard Short-Term Bond ETF Stock Up 0.1 %

BSV opened at $77.38 on Tuesday. The stock’s 50 day moving average price is $78.05 and its 200-day moving average price is $77.44. Vanguard Short-Term Bond ETF has a one year low of $75.64 and a one year high of $79.02.

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).