Smithfield Trust Co Trims Stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Posted by Phillip Gast on Mar 5th, 2025

Smithfield Trust Co lowered its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 0.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 251,263 shares of the company’s stock after selling 718 shares during the period. Vanguard Intermediate-Term Bond ETF makes up 0.9% of Smithfield Trust Co’s investment portfolio, making the stock its 23rd largest position. Smithfield Trust Co owned about 0.11% of Vanguard Intermediate-Term Bond ETF worth $18,778,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of BIV. Life Planning Partners Inc raised its position in shares of Vanguard Intermediate-Term Bond ETF by 7,045.4% during the 4th quarter. Life Planning Partners Inc now owns 1,677,246 shares of the company’s stock valued at $125,341,000 after buying an additional 1,653,773 shares in the last quarter. EP Wealth Advisors LLC increased its stake in Vanguard Intermediate-Term Bond ETF by 38.5% in the third quarter. EP Wealth Advisors LLC now owns 3,037,989 shares of the company’s stock valued at $238,087,000 after acquiring an additional 844,917 shares during the last quarter. BetterWealth LLC bought a new position in Vanguard Intermediate-Term Bond ETF in the fourth quarter valued at $29,666,000. Cornerstone Planning Group LLC raised its position in Vanguard Intermediate-Term Bond ETF by 134.6% during the fourth quarter. Cornerstone Planning Group LLC now owns 458,093 shares of the company’s stock valued at $34,453,000 after purchasing an additional 262,804 shares in the last quarter. Finally, True Link Financial Advisors LLC lifted its stake in Vanguard Intermediate-Term Bond ETF by 6.6% during the fourth 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 during the last quarter.

Vanguard Intermediate-Term Bond ETF Trading Down 0.2 %

BIV opened at $76.43 on Wednesday. The stock has a 50-day moving average price of $75.04 and a 200-day moving average price of $76.19. Vanguard Intermediate-Term Bond ETF has a 12-month low of $72.95 and a 12-month high of $78.89.

Vanguard Intermediate-Term Bond ETF Increases Dividend

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

Vanguard Intermediate-Term Bond ETF Company Profile

(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).