Stephens Inc. AR Increases Stake in Vanguard Short-Term Bond ETF

Stephens Inc. AR has recently increased its investment in the Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 35.4% during the third quarter of 2024. This information was revealed through its latest 13F filing with the U.S. Securities and Exchange Commission (SEC). Following this investment, the firm now holds a total of 41,063 shares in the ETF, having purchased an additional 10,740 shares during the quarter. As per the filing, the value of Stephens Inc. AR's holdings in the Vanguard Short-Term Bond ETF amounts to approximately $3.23 million.

In addition to Stephens Inc., several other hedge funds have recently made adjustments to their positions in the Vanguard Short-Term Bond ETF. For instance, Quent Capital LLC entered into a new investment in the ETF during the first quarter, valued at roughly $25,000. Meanwhile, Cedar Wealth Management LLC significantly increased its stake by 371.1% in the second quarter, resulting in ownership of 358 shares, equating to a value of $27,000 after acquiring an additional 282 shares. Other firms such as Thurston Springer Miller Herd & Titak Inc. and Triad Wealth Partners LLC also acquired new stakes valued at approximately $30,000 and $56,000 respectively during the same period. Lastly, GPS Wealth Strategies Group LLC raised its holdings by over 122%, now owning 838 shares valued at $64,000 after purchasing an extra 461 shares.

Vanguard Short-Term Bond ETF Performance

On Monday, shares of the Vanguard Short-Term Bond ETF opened at $77.36, reflecting a decrease of 0.4%. The ETF reached a 12-month low of $75.14 and a high of $79.02 during this time frame. Its 50-day moving average stands at $78.26, with a 200-day moving average of $77.33.

About Vanguard Short-Term Bond ETF

The Vanguard Short-Term Bond ETF aims to replicate the performance of a market-weighted bond index with a focus on short-term bonds. The fund uses a passive management strategy to track the Barclays Capital U.S. 1-5 Year Government/Credit Bond Index, which serves as its benchmark.

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For information on what other hedge funds are holding in BSV, visit HoldingsChannel.com for the latest 13F filings and insider trades for the Vanguard Short-Term Bond ETF.

Stephens, Investment, ETF