Windward Private Wealth Management Inc. Has $25.27 Million Holdings in Vanguard Intermediate-Term Bond ETF $BIV

Windward Private Wealth Management Inc. grew its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 4.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 327,417 shares of the company’s stock after purchasing an additional 12,953 shares during the period. Vanguard Intermediate-Term Bond ETF comprises approximately 8.7% of Windward Private Wealth Management Inc.’s investment portfolio, making the stock its 5th largest position. Windward Private Wealth Management Inc. owned 0.09% of Vanguard Intermediate-Term Bond ETF worth $25,270,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Kelleher Financial Advisors acquired a new position in Vanguard Intermediate-Term Bond ETF during the 3rd quarter worth approximately $30,000. Texas Capital Bancshares Inc TX acquired a new stake in Vanguard Intermediate-Term Bond ETF in the third quarter valued at approximately $31,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new stake in Vanguard Intermediate-Term Bond ETF in the fourth quarter valued at approximately $31,000. Darwin Wealth Management LLC acquired a new stake in Vanguard Intermediate-Term Bond ETF in the first quarter valued at approximately $36,000. Finally, N.E.W. Advisory Services LLC grew its stake in shares of Vanguard Intermediate-Term Bond ETF by 96.1% during the fourth quarter. N.E.W. Advisory Services LLC now owns 500 shares of the company’s stock worth $39,000 after buying an additional 245 shares during the last quarter.

Vanguard Intermediate-Term Bond ETF Trading Up 0.1%

Shares of BIV opened at $76.14 on Friday. Vanguard Intermediate-Term Bond ETF has a 52 week low of $75.63 and a 52 week high of $79.08. The stock has a fifty day moving average of $76.38 and a 200-day moving average of $77.22.

About Vanguard Intermediate-Term Bond ETF

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). The Index includes all medium and larger issues of the United States Government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued.