Discipline Wealth Solutions LLC Has $43.72 Million Stake in Vanguard Intermediate-Term Bond ETF $BIV

Discipline Wealth Solutions LLC lifted its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 3.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 559,883 shares of the company’s stock after purchasing an additional 17,974 shares during the quarter. Vanguard Intermediate-Term Bond ETF accounts for 11.5% of Discipline Wealth Solutions LLC’s portfolio, making the stock its largest position. Discipline Wealth Solutions LLC’s holdings in Vanguard Intermediate-Term Bond ETF were worth $43,721,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in BIV. Bay Capital Advisors LLC lifted its holdings in Vanguard Intermediate-Term Bond ETF by 63.2% during the third quarter. Bay Capital Advisors LLC now owns 36,808 shares of the company’s stock worth $2,874,000 after acquiring an additional 14,249 shares in the last quarter. Ballentine Capital Advisors Inc increased its holdings in shares of Vanguard Intermediate-Term Bond ETF by 3.5% in the third quarter. Ballentine Capital Advisors Inc now owns 338,069 shares of the company’s stock worth $26,400,000 after acquiring an additional 11,277 shares in the last quarter. Wealth Management Associates Inc. raised its position in shares of Vanguard Intermediate-Term Bond ETF by 5.6% during the third quarter. Wealth Management Associates Inc. now owns 35,569 shares of the company’s stock worth $2,778,000 after purchasing an additional 1,878 shares during the period. My Personal CFO LLC bought a new position in shares of Vanguard Intermediate-Term Bond ETF during the 3rd quarter valued at about $279,000. Finally, Refined Wealth Management lifted its holdings in shares of Vanguard Intermediate-Term Bond ETF by 4.7% during the 3rd quarter. Refined Wealth Management now owns 101,797 shares of the company’s stock valued at $7,949,000 after purchasing an additional 4,575 shares in the last quarter.

Vanguard Intermediate-Term Bond ETF Trading Down 0.3%

Shares of BIV opened at $77.88 on Friday. The stock has a 50 day simple moving average of $78.15 and a 200 day simple moving average of $77.73. Vanguard Intermediate-Term Bond ETF has a 52-week low of $73.72 and a 52-week high of $78.91.

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.