Discipline Wealth Solutions LLC Increases Stock Holdings in Vanguard Intermediate-Term Bond ETF $BIV

Discipline Wealth Solutions LLC grew its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 15.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 728,902 shares of the company’s stock after purchasing an additional 98,573 shares during the period. Vanguard Intermediate-Term Bond ETF comprises approximately 5.9% of Discipline Wealth Solutions LLC’s holdings, making the stock its 2nd largest holding. Discipline Wealth Solutions LLC owned approximately 0.20% of Vanguard Intermediate-Term Bond ETF worth $56,257,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in BIV. Kelleher Financial Advisors purchased a new stake in shares of Vanguard Intermediate-Term Bond ETF during the third quarter valued at $30,000. Texas Capital Bancshares Inc TX bought a new position in shares of Vanguard Intermediate-Term Bond ETF in the third quarter worth about $31,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in Vanguard Intermediate-Term Bond ETF in the 4th quarter worth about $31,000. N.E.W. Advisory Services LLC lifted its holdings in Vanguard Intermediate-Term Bond ETF by 96.1% during the 4th quarter. N.E.W. Advisory Services LLC now owns 500 shares of the company’s stock valued at $39,000 after buying an additional 245 shares in the last quarter. Finally, Laurel Wealth Advisors LLC bought a new stake in Vanguard Intermediate-Term Bond ETF during the 4th quarter valued at about $41,000.

Vanguard Intermediate-Term Bond ETF Price Performance

Vanguard Intermediate-Term Bond ETF stock opened at $76.34 on Tuesday. Vanguard Intermediate-Term Bond ETF has a 1 year low of $75.63 and a 1 year high of $79.08. The firm has a 50-day moving average of $76.72 and a two-hundred day moving average of $77.44.

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.