D. Scott Neal’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

D. Scott Neal’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
2017 Q4	–	Sell	-486	Closed	-$41K	–	168
2017 Q3	$41K	Sell	486 -10	-2%	-$849	0.02%	87
2017 Q2	$42K	Hold	496	–	–	0.03%	99
2017 Q1	$41K	Sell	496 -267	-35%	-$22.2K	0.03%	87
2016 Q4	$63K	Hold	763	–	–	0.04%	71
2016 Q3	$67K	Sell	763 -626	-45%	-$54.9K	0.05%	65
2016 Q2	$122K	Sell	1,389 -334	-19%	-$28.9K	0.11%	45
2016 Q1	$149K	Hold	1,723	–	–	0.14%	36
2015 Q4	$143K	Buy	+1,723	New	+$145K	0.11%	38

Other funds holding BIV

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BCMIO

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

DDSF

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

D. Scott Neal's BIV Position: Q4 2017 in Review

D. Scott Neal sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2017, closing a stake of 486 shares — an estimated $41K sold.

D. Scott Neal first reported a position in BIV in Q4 2015 and held it in 8 quarters. The position peaked at $149K in Q1 2016. 406 funds tracked by Wall St. Rank hold BIV as of Q4 2017.

D. Scott Neal reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
D. Scott Neal sold 486 Vanguard Intermediate-Term Bond ETF shares in Q4 2017, an estimated $41K.
D. Scott Neal first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and held it in 8 quarters.
D. Scott Neal's Vanguard Intermediate-Term Bond ETF position peaked at $149K in Q1 2016.
406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2017.

Based on D. Scott Neal's 13F filing for Q4 2017, filed 16 Feb 2018.