Compass Planning Associates Inc Makes New $9.79 Million Investment in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Compass Planning Associates Inc acquired a new position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 126,628 shares of the company’s stock, valued at approximately $9,785,000. Vanguard Short-Term Bond ETF makes up 9.9% of Compass Planning Associates Inc’s portfolio, making the stock its 4th biggest holding.

Several other institutional investors also recently made changes to their positions in BSV. Lodestone Wealth Management LLC raised its position in Vanguard Short-Term Bond ETF by 0.3% during the fourth quarter. Lodestone Wealth Management LLC now owns 41,516 shares of the company’s stock worth $3,208,000 after acquiring an additional 129 shares during the last quarter. L.M. Kohn & Company lifted its stake 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 valued at $260,000 after buying an additional 130 shares in the last quarter. Smith Thornton Advisors LLC grew its holdings in Vanguard Short-Term Bond ETF by 5.0% during the 4th quarter. Smith Thornton Advisors LLC now owns 2,728 shares of the company’s stock valued at $211,000 after buying an additional 130 shares during the last quarter. Aprio Wealth Management LLC increased its position in 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 worth $240,000 after buying an additional 138 shares in the last quarter. Finally, Courage Miller Partners LLC boosted its stake in shares of Vanguard Short-Term Bond ETF by 0.3% during the fourth quarter. Courage Miller Partners LLC now owns 53,925 shares of the company’s stock valued at $4,167,000 after acquiring an additional 141 shares during the last quarter.

Vanguard Short-Term Bond ETF Stock Up 0.0 %

Shares of NYSEARCA:BSV opened at $77.51 on Friday. The business has a fifty day simple moving average of $77.32 and a 200-day simple moving average of $77.75. Vanguard Short-Term Bond ETF has a 52 week low of $75.72 and a 52 week high of $79.02.

Vanguard Short-Term Bond ETF Increases Dividend

The business also recently announced a dividend, which was paid on Wednesday, February 5th. Stockholders of record on Monday, February 3rd were given a $0.2474 dividend. This is an increase from Vanguard Short-Term Bond ETF’s previous dividend of $0.20. The ex-dividend date of this dividend was Monday, February 3rd.

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).