Ancora Family Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ancora Family Wealth Advisors’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$327K	Buy	3,734 +21	+0.6%	+$1.84K	0.11%	156
2016 Q2	$327K	Buy	3,713 +470	+14%	+$40.6K	0.12%	142
2016 Q1	$280K	Buy	3,243 +13	+0.4%	+$1.1K	0.11%	151
2015 Q4	$268K	Buy	3,230 +35	+1%	+$2.95K	0.11%	152
2015 Q3	$271K	Buy	+3,195	New	+$269K	0.11%	157

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

Ancora Family Wealth Advisors's BIV Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.57% in Q3 2016, buying an estimated $1.84K and bringing the position to 3,734 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #156.

Ancora Family Wealth Advisors first reported a position in BIV in Q3 2015 and has held it in 5 quarters since. 315 funds tracked by Wall St. Rank hold BIV as of Q3 2016.

Ancora Family Wealth Advisors held 3,734 shares of Vanguard Intermediate-Term Bond ETF worth $327K as of Q3 2016.
Ancora Family Wealth Advisors bought 21 Vanguard Intermediate-Term Bond ETF shares in Q3 2016, an estimated $1.84K.
Vanguard Intermediate-Term Bond ETF made up 0.11% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #156 holding.
Ancora Family Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2015 and has held it in 5 quarters since.
315 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.