Donalies Financial Planning LLC Invests $1.17 Million in Vanguard Intermediate-Term Bond ETF $BIV

Donalies Financial Planning LLC acquired a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 15,011 shares of the company’s stock, valued at approximately $1,169,000. Vanguard Intermediate-Term Bond ETF makes up about 1.0% of Donalies Financial Planning LLC’s investment portfolio, making the stock its 28th biggest position.

A number of other institutional investors have also made changes to their positions in BIV. Clark Capital Management Group Inc. bought a new stake in Vanguard Intermediate-Term Bond ETF during the fourth quarter worth $249,000. Captrust Financial Advisors increased its holdings in shares of Vanguard Intermediate-Term Bond ETF by 8.8% in the fourth quarter. Captrust Financial Advisors now owns 398,073 shares of the company’s stock valued at $31,002,000 after purchasing an additional 32,209 shares during the last quarter. &PARTNERS increased its holdings in shares of Vanguard Intermediate-Term Bond ETF by 23.0% in the fourth quarter. &PARTNERS now owns 413,795 shares of the company’s stock valued at $32,330,000 after purchasing an additional 77,460 shares during the last quarter. Blair William & Co. IL increased its holdings in shares of Vanguard Intermediate-Term Bond ETF by 1.9% in the fourth quarter. Blair William & Co. IL now owns 110,974 shares of the company’s stock valued at $8,643,000 after purchasing an additional 2,070 shares during the last quarter. Finally, Royal Bank of Canada increased its holdings in shares of Vanguard Intermediate-Term Bond ETF by 2.6% in the fourth quarter. Royal Bank of Canada now owns 1,930,152 shares of the company’s stock valued at $150,320,000 after purchasing an additional 49,110 shares during the last quarter.

Vanguard Intermediate-Term Bond ETF Trading Up 0.2%

NYSEARCA:BIV opened at $76.68 on Wednesday. Vanguard Intermediate-Term Bond ETF has a one year low of $75.63 and a one year high of $79.08. The firm’s fifty day moving average price is $76.77 and its two-hundred day moving average price is $77.50.

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.