BetterWealth LLC Makes New Investment in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

BetterWealth LLC bought a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 396,971 shares of the company’s stock, valued at approximately $29,666,000. Vanguard Intermediate-Term Bond ETF accounts for approximately 8.2% of BetterWealth LLC’s holdings, making the stock its 4th biggest position.

Other institutional investors have also made changes to their positions in the company. RCS Financial Planning LLC acquired a new position in Vanguard Intermediate-Term Bond ETF in the 4th quarter worth approximately $247,000. Mayflower Financial Advisors LLC lifted its holdings in shares of Vanguard Intermediate-Term Bond ETF by 16.6% in the fourth quarter. Mayflower Financial Advisors LLC now owns 13,928 shares of the company’s stock valued at $1,041,000 after purchasing an additional 1,984 shares in the last quarter. Clarity Capital Advisors LLC boosted its position in shares of Vanguard Intermediate-Term Bond ETF by 39.8% in the fourth quarter. Clarity Capital Advisors LLC now owns 70,267 shares of the company’s stock worth $5,251,000 after buying an additional 20,010 shares during the period. Patriot Financial Group Insurance Agency LLC boosted its position in shares of Vanguard Intermediate-Term Bond ETF by 2.3% in the fourth quarter. Patriot Financial Group Insurance Agency LLC now owns 17,069 shares of the company’s stock worth $1,276,000 after buying an additional 382 shares during the period. Finally, VCI Wealth Management LLC grew its holdings in shares of Vanguard Intermediate-Term Bond ETF by 85.1% during the fourth quarter. VCI Wealth Management LLC now owns 79,802 shares of the company’s stock valued at $5,964,000 after buying an additional 36,681 shares in the last quarter.

Vanguard Intermediate-Term Bond ETF Price Performance

NYSEARCA:BIV opened at $75.24 on Wednesday. Vanguard Intermediate-Term Bond ETF has a 1-year low of $72.95 and a 1-year high of $78.89. The business’s fifty day moving average price is $75.19 and its 200 day moving average price is $76.37.

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).