Vanguard Intermediate-Term Bond ETF (BIV) is Independence Advisors LLC’s 5th Largest Position

Independence Advisors LLC raised its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 6.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 270,498 shares of the company’s stock after acquiring an additional 15,519 shares during the quarter. Vanguard Intermediate-Term Bond ETF makes up approximately 7.7% of Independence Advisors LLC’s investment portfolio, making the stock its 5th largest position. Independence Advisors LLC owned approximately 0.15% of Vanguard Intermediate-Term Bond ETF worth $22,676,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Appleton Partners Inc. MA acquired a new position in shares of Vanguard Intermediate-Term Bond ETF during the 4th quarter worth approximately $204,000. HT Partners LLC raised its stake in shares of Vanguard Intermediate-Term Bond ETF by 32.4% during the 4th quarter. HT Partners LLC now owns 113,376 shares of the company’s stock worth $9,479,000 after buying an additional 27,730 shares during the period. Diversified Portfolios Inc. raised its stake in shares of Vanguard Intermediate-Term Bond ETF by 8.3% during the 4th quarter. Diversified Portfolios Inc. now owns 249,842 shares of the company’s stock worth $20,944,000 after buying an additional 19,120 shares during the period. ELM Advisors LLC acquired a new position in shares of Vanguard Intermediate-Term Bond ETF during the 4th quarter worth approximately $288,000. Finally, Affiance Financial LLC raised its stake in shares of Vanguard Intermediate-Term Bond ETF by 9.9% during the 3rd quarter. Affiance Financial LLC now owns 85,770 shares of the company’s stock worth $7,261,000 after buying an additional 7,715 shares during the period.

Vanguard Intermediate-Term Bond ETF (BIV) traded down $0.23 during midday trading on Friday, reaching $81.82. The company had a trading volume of 109,063 shares. Vanguard Intermediate-Term Bond ETF has a 1 year low of $81.76 and a 1 year high of $85.85.

The company also recently disclosed a monthly dividend, which will be paid on Tuesday, February 6th. Investors of record on Friday, February 2nd will be paid a $0.1874 dividend. This is an increase from Vanguard Intermediate-Term Bond ETF’s previous monthly dividend of $0.18. This represents a $2.25 annualized dividend and a yield of 2.75%. The ex-dividend date of this dividend is Thursday, February 1st.

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Vanguard Intermediate-Term Bond ETF 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).

Institutional Ownership by Quarter for Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

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