Envestnet Portfolio Solutions Inc. Decreases Holdings in Vanguard Short-Term Bond ETF $BSV

Envestnet Portfolio Solutions Inc. trimmed its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 1.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,253,906 shares of the company’s stock after selling 57,111 shares during the period. Vanguard Short-Term Bond ETF makes up approximately 1.2% of Envestnet Portfolio Solutions Inc.’s holdings, making the stock its 21st biggest holding. Envestnet Portfolio Solutions Inc.’s holdings in Vanguard Short-Term Bond ETF were worth $335,676,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC boosted its position in shares of Vanguard Short-Term Bond ETF by 38.8% in the 4th quarter. Brighton Jones LLC now owns 11,661 shares of the company’s stock worth $901,000 after purchasing an additional 3,262 shares in the last quarter. U.S. Capital Wealth Advisors LLC increased its position in Vanguard Short-Term Bond ETF by 14.1% during the 2nd quarter. U.S. Capital Wealth Advisors LLC now owns 4,432 shares of the company’s stock valued at $349,000 after buying an additional 548 shares in the last quarter. Signal Tree Financial Partners LLC purchased a new stake in Vanguard Short-Term Bond ETF in the second quarter valued at about $5,136,000. McAdam LLC raised its stake in Vanguard Short-Term Bond ETF by 4.7% in the second quarter. McAdam LLC now owns 188,139 shares of the company’s stock valued at $14,807,000 after buying an additional 8,523 shares during the last quarter. Finally, Level Financial Advisors boosted its holdings in Vanguard Short-Term Bond ETF by 6.5% in the second quarter. Level Financial Advisors now owns 191,992 shares of the company’s stock worth $15,110,000 after acquiring an additional 11,637 shares in the last quarter.

Vanguard Short-Term Bond ETF Stock Performance

Shares of BSV stock opened at $78.74 on Friday. Vanguard Short-Term Bond ETF has a fifty-two week low of $77.04 and a fifty-two week high of $79.21. The stock’s 50-day simple moving average is $78.84 and its 200-day simple moving average is $78.78.

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). 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.