Forthright Family Wealth Advisory LLC Invests $4.98 Million in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Forthright Family Wealth Advisory LLC bought a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 65,230 shares of the company’s stock, valued at approximately $4,982,000. Vanguard Intermediate-Term Bond ETF accounts for 3.9% of Forthright Family Wealth Advisory LLC’s holdings, making the stock its 5th largest holding.

Other institutional investors and hedge funds also recently modified their holdings of the company. Opal Wealth Advisors LLC purchased a new position in Vanguard Intermediate-Term Bond ETF in the fourth quarter valued at about $409,000. GSB Wealth Management LLC lifted its holdings in Vanguard Intermediate-Term Bond ETF by 3.2% during the 3rd quarter. GSB Wealth Management LLC now owns 9,884 shares of the company’s stock worth $715,000 after buying an additional 308 shares during the last quarter. Meeder Asset Management Inc. lifted its holdings in Vanguard Intermediate-Term Bond ETF by 9.8% during the 4th quarter. Meeder Asset Management Inc. now owns 27,523 shares of the company’s stock worth $2,102,000 after buying an additional 2,467 shares during the last quarter. Apollon Wealth Management LLC bought a new position in Vanguard Intermediate-Term Bond ETF during the 4th quarter worth approximately $5,353,000. Finally, Parkside Financial Bank & Trust lifted its holdings in Vanguard Intermediate-Term Bond ETF by 21.2% during the 4th quarter. Parkside Financial Bank & Trust now owns 125,575 shares of the company’s stock worth $9,591,000 after buying an additional 21,989 shares during the last quarter.

Vanguard Intermediate-Term Bond ETF Trading Up 0.1 %

NYSEARCA:BIV traded up $0.08 during trading hours on Friday, reaching $75.43. 1,070,263 shares of the stock were exchanged, compared to its average volume of 1,162,025. The firm has a 50 day simple moving average of $74.12 and a 200-day simple moving average of $74.94. Vanguard Intermediate-Term Bond ETF has a 52 week low of $70.43 and a 52 week high of $76.76.

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).