Sugarloaf Wealth Management LLC Cuts Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Sugarloaf Wealth Management LLC cut its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 29.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,061 shares of the company’s stock after selling 868 shares during the quarter. Sugarloaf Wealth Management LLC’s holdings in Vanguard Short-Term Bond ETF were worth $159,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of BSV. L.M. Kohn & Company boosted its position in shares of Vanguard Short-Term Bond ETF by 4.1% in the third quarter. L.M. Kohn & Company now owns 3,298 shares of the company’s stock worth $260,000 after acquiring an additional 130 shares during the last quarter. Financial Synergies Wealth Advisors Inc. boosted its holdings in shares of Vanguard Short-Term Bond ETF by 4.2% in the 3rd 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 last quarter. Waller Financial Planning Group Inc. grew its stake in shares of Vanguard Short-Term Bond ETF by 0.7% during the 3rd quarter. Waller Financial Planning Group Inc. now owns 19,396 shares of the company’s stock valued at $1,526,000 after buying an additional 144 shares during the period. Hiley Hunt Wealth Management increased its holdings in shares of Vanguard Short-Term Bond ETF by 2.6% during the 4th quarter. Hiley Hunt Wealth Management now owns 5,797 shares of the company’s stock worth $448,000 after buying an additional 148 shares during the last quarter. Finally, RiverGlades Family Offices LLC lifted its stake in shares of Vanguard Short-Term Bond ETF by 4.8% in the 2nd quarter. RiverGlades Family Offices LLC now owns 3,255 shares of the company’s stock valued at $250,000 after purchasing an additional 150 shares in the last quarter.

Vanguard Short-Term Bond ETF Price Performance

BSV opened at $76.98 on Friday. Vanguard Short-Term Bond ETF has a 1 year low of $75.72 and a 1 year high of $79.02. The firm has a 50 day moving average price of $77.37 and a 200 day moving average price of $77.68.

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).