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Vanguard Intermediate-Term Bond ETF

921 hedge funds and large institutions have $14.4B invested in Vanguard Intermediate-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 428 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $659K | Put options by funds: $459K

40% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 306

5% more funds holding in top 10

Funds holding in top 10: 102107 (+5)

1.3% more ownership

Funds ownership: 63.03%64.33% (+1.3%)

6% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 66

3% more capital invested

Capital invested by funds: $14B → $14.4B (+$353M)

1% less funds holding

Funds holding: 932921 (-11)

Holders
921
Holders Change
-11
Holders Change %
-1.18%
% of All Funds
12.35%
Holding in Top 10
107
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.9%
% of All Funds
1.43%
New
70
Increased
428
Reduced
306
Closed
66
Calls
$659K
Puts
$459K
Net Calls
+$200K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Snowden Capital Advisors
New York
$6.17M -$78.3K -1,038 -1%
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$6.03M +$19.4K +257 +0.3%
RF
228
Rossby Financial
Florida
$5.9M +$1.13M +14,962 +24%
CTB
229
Country Trust Bank
Illinois
$5.9M
PFPT
230
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.89M -$369K -4,889 -6%
EWM
231
Evergreen Wealth Management
Michigan
$5.76M +$265K +3,513 +5%
DWP
232
Destiny Wealth Partners
Florida
$5.75M -$288K -3,815 -5%
IPW
233
Intergy Private Wealth
Colorado
$5.74M +$38.4K +509 +0.7%
BWP
234
Bernardo Wealth Planning
Pennsylvania
$5.71M +$162K +2,152 +3%
PG
235
Prostatis Group
Maryland
$5.71M +$564K +7,475 +11%
GPW
236
Genesis Private Wealth
Virginia
$5.67M +$244K +3,237 +5%
GLA
237
Good Life Advisors
Pennsylvania
$5.61M +$93.7K +1,242 +2%
SOAG
238
Silver Oak Advisory Group
Oregon
$5.56M +$499K +6,613 +10%
KPWS
239
Kestra Private Wealth Services
Texas
$5.54M -$2.03M -26,876 -27%
DADC
240
D.A. Davidson & Co
Montana
$5.54M +$270K +3,578 +5%
FTS
241
Fifth Third Securities
Ohio
$5.52M -$31.8K -422 -0.6%
FHC
242
First Heartland Consultants
Missouri
$5.52M +$222K +2,943 +4%
DPI
243
Diversified Portfolios Inc
Michigan
$5.46M -$1.94M -25,734 -27%
MIA
244
Milestone Investment Advisors
Wisconsin
$5.44M +$46.2K +612 +0.9%
CCA
245
Clarity Capital Advisors
Florida
$5.43M +$45.2K +599 +0.9%
SFG
246
SNS Financial Group
Minnesota
$5.4M -$152K -2,010 -3%
Focus Partners Wealth
247
Focus Partners Wealth
Massachusetts
$5.36M +$884K +11,712 +20%
CPA
248
Compass Planning Associates
Massachusetts
$5.33M -$2.22M -29,436 -30%
CWM
249
Congress Wealth Management
Massachusetts
$5.32M +$1.51M +19,957 +40%
CCFCSB
250
Cape Cod Five Cents Savings Bank
Massachusetts
$5.3M

BIV Hedge Fund Activity: Q1 2025 in Review

921 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2025, worth a combined $14.4B — up 2.5% from $14B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BIV positions and 66 closed out — a net gain of 4 holders — while 428 added to existing stakes and 306 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $392M. The largest seller was American Trust, exiting entirely with an estimated $69.2M sold.

  • 921 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2025, down from 932 in Q4 2024.
  • Funds reported $14.4B of Vanguard Intermediate-Term Bond ETF stock for Q1 2025, up 2.5% quarter-over-quarter.
  • 70 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2025 and 66 closed out, a net change of +4 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $392M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2025 was American Trust, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2025.