Compass Planning Associates Inc Purchases 172,008 Shares of Vanguard Intermediate-Term Bond ETF $BIV

Compass Planning Associates Inc increased its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 100.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 342,455 shares of the company’s stock after acquiring an additional 172,008 shares during the period. Vanguard Intermediate-Term Bond ETF makes up about 18.5% of Compass Planning Associates Inc’s investment portfolio, making the stock its biggest position. Compass Planning Associates Inc owned approximately 0.10% of Vanguard Intermediate-Term Bond ETF worth $26,670,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Bartlett & CO. Wealth Management LLC grew its holdings in shares of Vanguard Intermediate-Term Bond ETF by 18.9% in the 4th quarter. Bartlett & CO. Wealth Management LLC now owns 169,968 shares of the company’s stock worth $13,237,000 after acquiring an additional 27,034 shares during the period. Glass Jacobson Investment Advisors llc lifted its stake in Vanguard Intermediate-Term Bond ETF by 42.9% in the 4th quarter. Glass Jacobson Investment Advisors llc now owns 3,574 shares of the company’s stock valued at $278,000 after buying an additional 1,073 shares in the last quarter. Pinnacle Bancorp Inc. lifted its stake in Vanguard Intermediate-Term Bond ETF by 38.6% in the 4th quarter. Pinnacle Bancorp Inc. now owns 9,661 shares of the company’s stock valued at $752,000 after buying an additional 2,693 shares in the last quarter. Kennebec Savings Bank lifted its stake in Vanguard Intermediate-Term Bond ETF by 708.8% in the 4th quarter. Kennebec Savings Bank now owns 17,429 shares of the company’s stock valued at $1,357,000 after buying an additional 15,274 shares in the last quarter. Finally, Granite Harbor Advisors Inc. lifted its stake in Vanguard Intermediate-Term Bond ETF by 9.4% in the 4th quarter. Granite Harbor Advisors Inc. now owns 69,255 shares of the company’s stock valued at $5,394,000 after buying an additional 5,922 shares in the last quarter.

Vanguard Intermediate-Term Bond ETF Stock Down 0.2%

BIV stock opened at $77.16 on Friday. Vanguard Intermediate-Term Bond ETF has a 1 year low of $74.44 and a 1 year high of $79.08. The stock’s 50 day moving average price is $77.73 and its 200 day moving average price is $77.99.

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.