Vanguard Intermediate-Term Bond ETF $BIV is Pacific Capital Wealth Advisors Inc.’s 10th Largest Position

Pacific Capital Wealth Advisors Inc. lessened its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 6.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 187,347 shares of the company’s stock after selling 12,840 shares during the quarter. Vanguard Intermediate-Term Bond ETF accounts for about 2.5% of Pacific Capital Wealth Advisors Inc.’s holdings, making the stock its 10th biggest position. Pacific Capital Wealth Advisors Inc. owned approximately 0.06% of Vanguard Intermediate-Term Bond ETF worth $14,630,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. lifted its holdings in shares of Vanguard Intermediate-Term Bond ETF by 2.6% in the 2nd quarter. Envestnet Asset Management Inc. now owns 18,569,598 shares of the company’s stock valued at $1,436,171,000 after buying an additional 477,188 shares during the period. Northwestern Mutual Wealth Management Co. grew its holdings in Vanguard Intermediate-Term Bond ETF by 5.3% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 9,106,889 shares of the company’s stock worth $704,327,000 after acquiring an additional 461,305 shares during the period. EP Wealth Advisors LLC raised its position in Vanguard Intermediate-Term Bond ETF by 12.6% in the second quarter. EP Wealth Advisors LLC now owns 6,071,963 shares of the company’s stock worth $469,606,000 after acquiring an additional 677,443 shares in the last quarter. True Link Financial Advisors LLC lifted its holdings in Vanguard Intermediate-Term Bond ETF by 3.6% in the second quarter. True Link Financial Advisors LLC now owns 4,562,493 shares of the company’s stock valued at $352,863,000 after acquiring an additional 159,670 shares during the period. Finally, Ameriprise Financial Inc. boosted its position in shares of Vanguard Intermediate-Term Bond ETF by 1.2% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,977,300 shares of the company’s stock worth $307,552,000 after purchasing an additional 46,420 shares in the last quarter.

Vanguard Intermediate-Term Bond ETF Stock Down 0.2%

NYSEARCA:BIV opened at $77.77 on Monday. Vanguard Intermediate-Term Bond ETF has a fifty-two week low of $74.44 and a fifty-two week high of $78.91. The firm’s fifty day simple moving average is $78.08 and its 200-day simple moving average is $77.84.

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). 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.