Stephenson & Company Inc. Has $10.32 Million Holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Stephenson & Company Inc. decreased its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 0.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 131,709 shares of the company’s stock after selling 424 shares during the period. Vanguard Intermediate-Term Bond ETF accounts for approximately 7.0% of Stephenson & Company Inc.’s holdings, making the stock its 6th largest position. Stephenson & Company Inc. owned approximately 0.06% of Vanguard Intermediate-Term Bond ETF worth $10,322,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. JFS Wealth Advisors LLC grew its holdings in shares of Vanguard Intermediate-Term Bond ETF by 1,958.1% in the 3rd quarter. JFS Wealth Advisors LLC now owns 16,012 shares of the company’s stock valued at $1,255,000 after acquiring an additional 15,234 shares in the last quarter. Mutual Advisors LLC lifted its stake in Vanguard Intermediate-Term Bond ETF by 3.2% in the 3rd quarter. Mutual Advisors LLC now owns 72,886 shares of the company’s stock valued at $5,566,000 after purchasing an additional 2,258 shares during the last quarter. Lodestar Private Asset Management LLC lifted its position in Vanguard Intermediate-Term Bond ETF by 7.8% during the third quarter. Lodestar Private Asset Management LLC now owns 201,636 shares of the company’s stock worth $15,802,000 after acquiring an additional 14,645 shares during the last quarter. Valmark Advisers Inc. lifted its position in Vanguard Intermediate-Term Bond ETF by 9.1% during the third quarter. Valmark Advisers Inc. now owns 31,952 shares of the company’s stock worth $2,504,000 after acquiring an additional 2,667 shares during the last quarter. Finally, True Link Financial Advisors LLC lifted its position in Vanguard Intermediate-Term Bond ETF by 31.8% during the third quarter. True Link Financial Advisors LLC now owns 3,707,227 shares of the company’s stock worth $290,535,000 after acquiring an additional 894,519 shares during the last quarter.

Vanguard Intermediate-Term Bond ETF Stock Performance

Shares of BIV stock opened at $76.01 on Thursday. The firm has a 50 day moving average price of $77.64 and a two-hundred day moving average price of $75.99. Vanguard Intermediate-Term Bond ETF has a 12-month low of $70.91 and a 12-month high of $78.89.

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).