Everhart Financial Group Inc. Has $29.72 Million Stake in Vanguard Intermediate-Term Bond ETF $BIV

Everhart Financial Group Inc. trimmed its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 6.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 381,643 shares of the company’s stock after selling 26,067 shares during the period. Vanguard Intermediate-Term Bond ETF accounts for about 2.8% of Everhart Financial Group Inc.’s investment portfolio, making the stock its 7th biggest holding. Everhart Financial Group Inc. owned about 0.11% of Vanguard Intermediate-Term Bond ETF worth $29,722,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently modified their holdings of the company. First Horizon Corp bought a new stake in shares of Vanguard Intermediate-Term Bond ETF during the third quarter valued at approximately $1,471,000. Clarity Wealth Advisors LLC raised its holdings in Vanguard Intermediate-Term Bond ETF by 18.2% in the third quarter. Clarity Wealth Advisors LLC now owns 114,011 shares of the company’s stock worth $8,903,000 after purchasing an additional 17,562 shares in the last quarter. First Merchants Corp raised its holdings in Vanguard Intermediate-Term Bond ETF by 3.3% in the third quarter. First Merchants Corp now owns 289,280 shares of the company’s stock worth $22,590,000 after purchasing an additional 9,107 shares in the last quarter. Redhawk Wealth Advisors Inc. lifted its position in Vanguard Intermediate-Term Bond ETF by 12.5% during the third quarter. Redhawk Wealth Advisors Inc. now owns 82,871 shares of the company’s stock valued at $6,471,000 after buying an additional 9,177 shares during the period. Finally, Benjamin Edwards Inc. lifted its position in Vanguard Intermediate-Term Bond ETF by 112.9% during the third quarter. Benjamin Edwards Inc. now owns 19,984 shares of the company’s stock valued at $1,562,000 after buying an additional 10,596 shares during the period.

Vanguard Intermediate-Term Bond ETF Stock Performance

Shares of BIV stock opened at $76.70 on Friday. The company’s fifty day moving average price is $77.99 and its 200-day moving average price is $78.12. Vanguard Intermediate-Term Bond ETF has a 12 month low of $74.44 and a 12 month high of $79.08.

Vanguard Intermediate-Term Bond ETF Cuts Dividend

The firm also recently declared a monthly dividend, which was paid on Wednesday, March 4th. Investors of record on Monday, March 2nd were given a dividend of $0.2514 per share. This represents a c) dividend on an annualized basis and a yield of 3.9%. The ex-dividend date of this dividend was Monday, March 2nd.

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). 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 between 5 and 10 years and are publicly issued.