Vanguard Intermediate-Term Bond ETF $BIV Position Lifted by EP Wealth Advisors LLC

EP Wealth Advisors LLC increased its stake in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 12.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,071,963 shares of the company’s stock after purchasing an additional 677,443 shares during the quarter. Vanguard Intermediate-Term Bond ETF makes up 3.1% of EP Wealth Advisors LLC’s holdings, making the stock its 2nd largest position. EP Wealth Advisors LLC owned 2.01% of Vanguard Intermediate-Term Bond ETF worth $469,606,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently added to or reduced their stakes in the company. San Luis Wealth Advisors LLC grew its position in Vanguard Intermediate-Term Bond ETF by 35.6% during the 2nd quarter. San Luis Wealth Advisors LLC now owns 135,242 shares of the company’s stock worth $10,460,000 after purchasing an additional 35,497 shares during the last quarter. Assetmark Inc. lifted its stake in shares of Vanguard Intermediate-Term Bond ETF by 34.7% during the second quarter. Assetmark Inc. now owns 4,700 shares of the company’s stock worth $363,000 after buying an additional 1,210 shares during the period. Atlantic Union Bankshares Corp purchased a new stake in shares of Vanguard Intermediate-Term Bond ETF during the second quarter valued at $101,000. Bernardo Wealth Planning LLC grew its holdings in shares of Vanguard Intermediate-Term Bond ETF by 5.9% during the second quarter. Bernardo Wealth Planning LLC now owns 79,003 shares of the company’s stock valued at $6,110,000 after buying an additional 4,392 shares during the last quarter. Finally, Atlantic Family Wealth LLC increased its position in shares of Vanguard Intermediate-Term Bond ETF by 24.4% in the 2nd quarter. Atlantic Family Wealth LLC now owns 9,383 shares of the company’s stock valued at $726,000 after acquiring an additional 1,842 shares during the period.

Vanguard Intermediate-Term Bond ETF Stock Performance

Shares of BIV stock opened at $77.87 on Friday. The business has a fifty day moving average of $78.28 and a 200 day moving average of $77.55. Vanguard Intermediate-Term Bond ETF has a 1 year low of $73.72 and a 1 year high of $78.91.

About Vanguard Intermediate-Term Bond ETF

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).