Wealthquest Corp Increases Holdings in Vanguard Short-Term Bond ETF $BSV

Wealthquest Corp raised its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 4.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 436,928 shares of the company’s stock after buying an additional 20,254 shares during the quarter. Vanguard Short-Term Bond ETF comprises about 2.6% of Wealthquest Corp’s investment portfolio, making the stock its 12th biggest holding. Wealthquest Corp owned about 0.08% of Vanguard Short-Term Bond ETF worth $34,434,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Connors Investor Services Inc. raised its stake in Vanguard Short-Term Bond ETF by 39.0% during the fourth quarter. Connors Investor Services Inc. now owns 4,179 shares of the company’s stock valued at $329,000 after buying an additional 1,173 shares during the last quarter. Clune & Associates LTD. raised its stake in Vanguard Short-Term Bond ETF by 18.7% during the fourth quarter. Clune & Associates LTD. now owns 217,669 shares of the company’s stock valued at $17,154,000 after buying an additional 34,347 shares during the last quarter. Lincoln National Corp raised its stake in Vanguard Short-Term Bond ETF by 4.0% during the fourth quarter. Lincoln National Corp now owns 3,853,225 shares of the company’s stock valued at $303,673,000 after buying an additional 148,045 shares during the last quarter. White Lighthouse Investment Management Inc. raised its stake in Vanguard Short-Term Bond ETF by 2.8% during the fourth quarter. White Lighthouse Investment Management Inc. now owns 117,508 shares of the company’s stock valued at $9,261,000 after buying an additional 3,162 shares during the last quarter. Finally, Freedom Investment Management Inc. raised its stake in Vanguard Short-Term Bond ETF by 0.9% during the fourth quarter. Freedom Investment Management Inc. now owns 22,198 shares of the company’s stock valued at $1,749,000 after buying an additional 197 shares during the last quarter.

Vanguard Short-Term Bond ETF Stock Performance

Shares of NYSEARCA:BSV opened at $77.86 on Monday. The stock has a fifty day simple moving average of $78.22 and a two-hundred day simple moving average of $78.63. Vanguard Short-Term Bond ETF has a 12-month low of $77.64 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.