Marcum Wealth LLC Has $569,000 Position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Marcum Wealth LLC trimmed its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 4.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,618 shares of the company’s stock after selling 324 shares during the quarter. Marcum Wealth LLC’s holdings in Vanguard Intermediate-Term Bond ETF were worth $569,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in BIV. Retirement Investment Advisors Inc. bought a new stake in Vanguard Intermediate-Term Bond ETF in the second quarter valued at $95,804,000. True Link Financial Advisors LLC grew its stake in shares of Vanguard Intermediate-Term Bond ETF by 31.8% in the 3rd quarter. True Link Financial Advisors LLC now owns 3,707,227 shares of the company’s stock valued at $290,535,000 after buying an additional 894,519 shares during the period. EP Wealth Advisors LLC increased its position in 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 valued at $238,087,000 after buying an additional 844,917 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in Vanguard Intermediate-Term Bond ETF by 12.3% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 7,038,111 shares of the company’s stock worth $527,153,000 after buying an additional 770,007 shares during the period. Finally, Wealth Enhancement Advisory Services LLC boosted its holdings in Vanguard Intermediate-Term Bond ETF by 59.0% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 1,610,345 shares of the company’s stock worth $126,203,000 after acquiring an additional 597,770 shares in the last quarter.

Vanguard Intermediate-Term Bond ETF Price Performance

Shares of Vanguard Intermediate-Term Bond ETF stock opened at $73.84 on Wednesday. Vanguard Intermediate-Term Bond ETF has a 52 week low of $72.95 and a 52 week high of $78.89. The stock has a 50 day moving average price of $75.31 and a two-hundred day moving average price of $76.39.

Vanguard Intermediate-Term Bond ETF 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).