Geneos Wealth Management Inc. Has $25.99 Million Position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Geneos Wealth Management Inc. lessened its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 1.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 347,765 shares of the company’s stock after selling 4,461 shares during the quarter. Vanguard Intermediate-Term Bond ETF comprises approximately 0.9% of Geneos Wealth Management Inc.’s portfolio, making the stock its 16th largest holding. Geneos Wealth Management Inc.’s holdings in Vanguard Intermediate-Term Bond ETF were worth $25,988,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Bank of Montreal Can lifted its position in shares of Vanguard Intermediate-Term Bond ETF by 14.0% in the second quarter. Bank of Montreal Can now owns 544,952 shares of the company’s stock worth $41,073,000 after purchasing an additional 66,777 shares in the last quarter. Magnolia Capital Advisors LLC bought a new stake in Vanguard Intermediate-Term Bond ETF during the 2nd quarter worth about $2,246,000. Northwestern Mutual Wealth Management Co. boosted its stake in shares of 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 last quarter. NewEdge Advisors LLC boosted its stake in shares of Vanguard Intermediate-Term Bond ETF by 9.4% during the 2nd quarter. NewEdge Advisors LLC now owns 91,132 shares of the company’s stock worth $6,825,000 after buying an additional 7,844 shares during the last quarter. Finally, Kampmann Melissa S. grew its holdings in shares of Vanguard Intermediate-Term Bond ETF by 9.9% in the 2nd quarter. Kampmann Melissa S. now owns 21,674 shares of the company’s stock valued at $1,623,000 after acquiring an additional 1,960 shares in the last quarter.

Vanguard Intermediate-Term Bond ETF Trading Up 0.2 %

BIV opened at $74.79 on Friday. The business’s 50-day simple moving average is $75.21 and its 200 day simple moving average is $76.36. Vanguard Intermediate-Term Bond ETF has a 52-week low of $72.95 and a 52-week high of $78.89.

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).