Wheelhouse Advisory Group LLC Lowers Position in Vanguard Intermediate-Term Bond ETF $BIV

Wheelhouse Advisory Group LLC lessened its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 3.0% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 13,879 shares of the company’s stock after selling 430 shares during the quarter. Vanguard Intermediate-Term Bond ETF makes up about 0.5% of Wheelhouse Advisory Group LLC’s investment portfolio, making the stock its 20th largest holding. Wheelhouse Advisory Group LLC’s holdings in Vanguard Intermediate-Term Bond ETF were worth $1,073,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Envestnet Asset Management Inc. raised its stake in Vanguard Intermediate-Term Bond ETF by 7.3% during the first quarter. Envestnet Asset Management Inc. now owns 18,092,410 shares of the company’s stock valued at $1,385,336,000 after buying an additional 1,238,612 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in Vanguard Intermediate-Term Bond ETF by 4.1% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 8,645,584 shares of the company’s stock valued at $661,992,000 after buying an additional 341,298 shares during the last quarter. Goldman Sachs Group Inc. raised its stake in Vanguard Intermediate-Term Bond ETF by 3.1% during the first quarter. Goldman Sachs Group Inc. now owns 7,972,446 shares of the company’s stock valued at $610,450,000 after buying an additional 241,266 shares during the last quarter. Beacon Capital Management Inc. raised its stake in Vanguard Intermediate-Term Bond ETF by 624.3% during the first quarter. Beacon Capital Management Inc. now owns 6,022,945 shares of the company’s stock valued at $456,660,000 after buying an additional 5,191,374 shares during the last quarter. Finally, EP Wealth Advisors LLC raised its stake in Vanguard Intermediate-Term Bond ETF by 17.9% during the first quarter. EP Wealth Advisors LLC now owns 5,394,520 shares of the company’s stock valued at $413,058,000 after buying an additional 819,212 shares during the last quarter.

Vanguard Intermediate-Term Bond ETF Trading Up 0.2%

Shares of NYSEARCA:BIV opened at $78.02 on Wednesday. The stock has a fifty day simple moving average of $77.80 and a two-hundred day simple moving average of $76.80. Vanguard Intermediate-Term Bond ETF has a 12-month low of $73.72 and a 12-month high of $78.79.

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).