Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Stake Boosted by EP Wealth Advisors LLC

EP Wealth Advisors LLC boosted its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 37.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,193,072 shares of the company’s stock after buying an additional 592,113 shares during the period. Vanguard Intermediate-Term Bond ETF accounts for approximately 1.7% of EP Wealth Advisors LLC’s portfolio, making the stock its 10th largest position. EP Wealth Advisors LLC owned 0.95% of Vanguard Intermediate-Term Bond ETF worth $164,239,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of BIV. Trust Co. of Vermont boosted its stake in Vanguard Intermediate-Term Bond ETF by 2.2% during the fourth quarter. Trust Co. of Vermont now owns 13,304 shares of the company’s stock worth $1,016,000 after acquiring an additional 284 shares in the last quarter. Vanguard Group Inc. boosted its position in shares of Vanguard Intermediate-Term Bond ETF by 57.7% in the 1st quarter. Vanguard Group Inc. now owns 278,059 shares of the company’s stock worth $20,966,000 after purchasing an additional 101,694 shares in the last quarter. Per Stirling Capital Management LLC. grew its stake in shares of Vanguard Intermediate-Term Bond ETF by 3.3% in the 4th quarter. Per Stirling Capital Management LLC. now owns 10,972 shares of the company’s stock worth $838,000 after buying an additional 346 shares during the last quarter. Nisa Investment Advisors LLC bought a new position in Vanguard Intermediate-Term Bond ETF during the 2nd quarter valued at approximately $677,000. Finally, Golden Road Advisors LLC purchased a new position in Vanguard Intermediate-Term Bond ETF during the first quarter valued at $1,663,000.

Vanguard Intermediate-Term Bond ETF Price Performance

NYSEARCA BIV opened at $78.56 on Monday. Vanguard Intermediate-Term Bond ETF has a 12 month low of $70.43 and a 12 month high of $78.89. The stock’s fifty day moving average price is $77.56 and its 200-day moving average price is $75.64.

Vanguard Intermediate-Term Bond ETF Company Profile

Vanguard Intermediate-Term Bond ETF (the Fund) seeks to track the performance of a market-weighted bond index with an intermediate-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. 5-10 Year Government/Credit Bond Index (the Index).