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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

924 hedge funds and large institutions have $14B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 444 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+74
Holders Change %
+8.71%
% of All Funds
12.3%
Holding in Top 10
101
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.88%
% of All Funds
1.34%
New
136
Increased
444
Reduced
250
Closed
43
Calls
$329K
Puts
–
Net Calls
+$329K
Net Calls Change
+$4.18M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$338M
2
EWA
EP Wealth Advisors
California
+$115M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$99.8M
4
WL
WIT LLC
District of Columbia
+$53.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$51.9M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
-$46M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$40.1M
3
OFP
OLIO Financial Planning
Virginia
-$22M
4
JSA
Jacobson & Schmitt Advisors
Wisconsin
-$17.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
226
Country Trust Bank
Illinois
$5.75M – – –
LWM
227
Lionshead Wealth Management
New York
$5.68M +$5.68M +75,961 New
EA
228
Evolution Advisers
Virginia
$5.57M -$76.4K -1,023 -1%
IPW
229
Intergy Private Wealth
Colorado
$5.57M +$164K +2,191 +3%
Barclays
230
Barclays
United Kingdom
$5.56M +$287K +3,835 +5%
IA
231
IFG Advisors
Missouri
$5.46M +$714K +9,555 +15%
FTS
232
Fifth Third Securities
Ohio
$5.42M +$1.38M +18,462 +34%
SFG
233
SNS Financial Group
Minnesota
$5.42M -$148K -1,980 -3%
GLA
234
Good Life Advisors
Pennsylvania
$5.38M +$642K +8,591 +14%
EWM
235
Evergreen Wealth Management
Michigan
$5.36M +$145K +1,943 +3%
BWP
236
Bernardo Wealth Planning
Pennsylvania
$5.36M +$426K +5,765 +9%
CCFCSB
237
Cape Cod Five Cents Savings Bank
Massachusetts
$5.3M – – –
GPW
238
Genesis Private Wealth
Virginia
$5.3M +$5.3M +70,872 New
RB
239
Richmond Brothers
Michigan
$5.27M +$1.99M +26,613 +61%
MIA
240
Milestone Investment Advisors
Wisconsin
$5.26M +$1.16M +15,518 +28%
CCA
241
Clarity Capital Advisors
Florida
$5.25M +$1.5M +20,010 +40%
GI
242
GAMMA Investing
California
$5.18M +$180K +2,406 +4%
FHC
243
First Heartland Consultants
Missouri
$5.17M +$315K +4,212 +6%
DADC
244
D.A. Davidson & Co
Montana
$5.14M +$533K +7,136 +12%
LFG
245
Larson Financial Group
Missouri
$5.12M -$1.29M -17,202 -20%
Deutsche Bank
246
Deutsche Bank
Germany
$5.06M +$5.06M +67,648 New
MA
247
Mutual Advisors
Nebraska
$5.03M -$413K -5,531 -8%
PG
248
Prostatis Group
Maryland
$5.02M +$25.9K +346 +0.5%
HIP
249
HUB Investment Partners
Texas
$5.01M +$5.01M +67,000 New
SOAG
250
Silver Oak Advisory Group
Oregon
$4.94M -$456K -6,103 -8%
8 9
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