VIA
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Vantage Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Vantage Investment 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
2018
Q3 		$39K Hold
481
– – 0.01% 316
2018
Q2 		$39K Hold
481
– – 0.01% 311
2018
Q1 		$39K Buy
+481
New +$39.5K 0.01% 317

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DDSF
Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Vantage Investment Advisors's BIV Position: Q3 2018 in Review

Vantage Investment Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2018 at 481 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #316.

Vantage Investment Advisors first reported a position in BIV in Q1 2018 and has held it in 3 quarters since. 379 funds tracked by Wall St. Rank hold BIV as of Q3 2018.

  • Vantage Investment Advisors held 481 shares of Vanguard Intermediate-Term Bond ETF worth $39K as of Q3 2018.
  • Vantage Investment Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2018.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #316 holding.
  • Vantage Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 3 quarters since.
  • 379 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.