Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Stock Position Boosted by Burt Wealth Advisors

Posted by Emily Schoerning on Mar 4th, 2025

Burt Wealth Advisors raised its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 8.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 414,267 shares of the company’s stock after buying an additional 33,745 shares during the quarter. Vanguard Intermediate-Term Bond ETF makes up approximately 7.9% of Burt Wealth Advisors’ holdings, making the stock its 3rd largest holding. Burt Wealth Advisors owned 0.18% of Vanguard Intermediate-Term Bond ETF worth $30,958,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Life Planning Partners Inc raised its position in shares of Vanguard Intermediate-Term Bond ETF by 7,045.4% in the 4th quarter. Life Planning Partners Inc now owns 1,677,246 shares of the company’s stock worth $125,341,000 after buying an additional 1,653,773 shares during the period. EP Wealth Advisors LLC raised its holdings in shares of Vanguard Intermediate-Term Bond ETF by 38.5% in the 3rd quarter. EP Wealth Advisors LLC now owns 3,037,989 shares of the company’s stock worth $238,087,000 after purchasing an additional 844,917 shares during the period. BetterWealth LLC acquired a new position in shares of Vanguard Intermediate-Term Bond ETF in the 4th quarter valued at about $29,666,000. Cornerstone Planning Group LLC grew its holdings in shares of Vanguard Intermediate-Term Bond ETF by 134.6% during the 4th quarter. Cornerstone Planning Group LLC now owns 458,093 shares of the company’s stock worth $34,453,000 after purchasing an additional 262,804 shares during the period. Finally, True Link Financial Advisors LLC increased its position in Vanguard Intermediate-Term Bond ETF by 6.6% during the 4th quarter. True Link Financial Advisors LLC now owns 3,952,928 shares of the company’s stock worth $295,402,000 after purchasing an additional 245,701 shares in the last quarter.

Vanguard Intermediate-Term Bond ETF Stock Down 0.0 %

Shares of BIV stock opened at $76.57 on Tuesday. Vanguard Intermediate-Term Bond ETF has a fifty-two week low of $72.95 and a fifty-two week high of $78.89. The firm’s 50 day moving average price is $75.00 and its two-hundred day moving average price is $76.19.

Vanguard Intermediate-Term Bond ETF Increases Dividend

The firm also recently announced a dividend, which will be paid on Wednesday, March 5th. Investors of record on Monday, March 3rd will be issued a dividend of $0.2531 per share. This is a positive change from Vanguard Intermediate-Term Bond ETF’s previous dividend of $0.23. The ex-dividend date of this dividend is Monday, March 3rd.

About Vanguard Intermediate-Term Bond ETF

(Free Report)

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).