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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

819 hedge funds and large institutions have $11.4B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 312 increasing their positions, 292 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+102
Holders Change %
+14.23%
% of All Funds
12.01%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.36%
New
150
Increased
312
Reduced
292
Closed
41
Calls
$344K
Puts
–
Net Calls
+$344K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$920M
2
Morgan Stanley
2
Morgan Stanley
New York
$788M
3
Bank of America
3
Bank of America
North Carolina
$540M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$71.7M
5
TLFA
5
True Link Financial Advisors
California
$152M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$196M
2
LWM
2
Liberty Wealth Management
California
$261K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.23B
4
MFG
4
Merit Financial Group
Georgia
$3.72M
5
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Marion Wealth Management
Pennsylvania
$4.78M +$4.78M +62,537 New
KPWS
227
Kestra Private Wealth Services
Texas
$4.65M +$2.65M +34,647 +132%
LSIA
228
LaSalle St. Investment Advisors
Illinois
$4.65M -$623K -816 -12%
PCA
229
Prosperity Capital Advisors
Ohio
$4.6M +$721K +9,441 +19%
FHA
230
First Horizon Advisors
Tennessee
$4.59M -$4.44M -58,069 -49%
FHC
231
First Heartland Consultants
Missouri
$4.55M +$145K +1,902 +3%
FAIM
232
Financial Advocates Investment Management
Washington
$4.52M +$1.2M +15,755 +36%
RWI
233
Red Wave Investments
Pennsylvania
$4.49M -$316K -4,137 -7%
KLI
234
Kelman-Lazarov Inc
Tennessee
$4.4M -$1.25M -16,357 -22%
WIM
235
Warwick Investment Management
Texas
$4.38M +$42.4K +555 +1%
GSWM
236
Greenup Street Wealth Management
Michigan
$4.31M -$61.3K -803 -1%
SA
237
Sunesis Advisors
Kansas
$4.26M +$4.26M +55,780 New
FPIS
238
Financial Planning & Information Services
Wisconsin
$4.23M +$250K +3,271 +6%
LFASL
239
Lugano Financial Advisors SA (LFA)
Switzerland
$4.22M +$4.22M +55,287 New
APC
240
Aspire Private Capital
North Carolina
$4.22M +$101K +1,318 +2%
ECA
241
Elevated Capital Advisors
Utah
$4.18M -$3.28K -43 -0.1%
CA
242
CoreCap Advisors
Michigan
$4.18M +$1.25M +16,348 +43%
FLI
243
Family Legacy Inc
South Carolina
$4.15M +$75.4K +987 +2%
MA
244
Mutual Advisors
Nebraska
$4.09M +$17.3K +227 +0.4%
EWM
245
Evergreen Wealth Management
Michigan
$4.07M +$2.5M +32,784 +160%
W
246
WealthCollab
Washington
$4.07M +$4.07M +53,237 New
PMA
247
Prudent Man Advisors
Illinois
$3.98M -$9.85K -129 -0.2%
SAG
248
SageView Advisory Group
California
$3.9M -$4.07M -56,298 Closed
BWP
249
Bernardo Wealth Planning
Pennsylvania
$3.89M -$244K -3,195 -6%
SJGA
250
Stephen J. Garry & Associates
New York
$3.85M +$3.85M +50,449 New
8 9
10
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