Planning Directions Inc. Has $16.75 Million Stock Holdings in Vanguard Short-Term Bond ETF $BSV

Planning Directions Inc. increased its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 10.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 212,543 shares of the company’s stock after purchasing an additional 19,669 shares during the quarter. Vanguard Short-Term Bond ETF comprises about 8.4% of Planning Directions Inc.’s holdings, making the stock its 2nd largest position. Planning Directions Inc.’s holdings in Vanguard Short-Term Bond ETF were worth $16,751,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in BSV. Lowe Brockenbrough & Co. Inc. lifted its holdings in Vanguard Short-Term Bond ETF by 253.6% during the 3rd quarter. Lowe Brockenbrough & Co. Inc. now owns 389 shares of the company’s stock worth $31,000 after purchasing an additional 279 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of Vanguard Short-Term Bond ETF during the fourth quarter valued at about $31,000. Kelleher Financial Advisors bought a new stake in shares of Vanguard Short-Term Bond ETF during the third quarter valued at about $31,000. SOA Wealth Advisors LLC. lifted its holdings in shares of Vanguard Short-Term Bond ETF by 386.5% in the fourth quarter. SOA Wealth Advisors LLC. now owns 467 shares of the company’s stock worth $37,000 after buying an additional 371 shares in the last quarter. Finally, Sound Income Strategies LLC boosted its position in shares of Vanguard Short-Term Bond ETF by 104.9% in the third quarter. Sound Income Strategies LLC now owns 506 shares of the company’s stock valued at $40,000 after acquiring an additional 259 shares during the period.

Vanguard Short-Term Bond ETF Price Performance

Vanguard Short-Term Bond ETF stock opened at $78.22 on Monday. The firm’s 50 day simple moving average is $78.69 and its 200 day simple moving average is $78.81. Vanguard Short-Term Bond ETF has a 1-year low of $77.59 and a 1-year high of $79.32.

Vanguard Short-Term Bond ETF Cuts Dividend

The company also recently declared a monthly dividend, which was paid on Wednesday, March 4th. Stockholders of record on Monday, March 2nd were given a dividend of $0.2415 per share. This represents a c) dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date was Monday, March 2nd.

About Vanguard Short-Term Bond ETF

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.