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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

717 hedge funds and large institutions have $9.63B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 309 increasing their positions, 244 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.43%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.16%
New
78
Increased
309
Reduced
244
Closed
70
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
-$39K

Top Buyers

1
Comerica Bank
Comerica Bank
Texas
$76.9M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$68M
3
Wells Fargo
Wells Fargo
California
$581M
4
TLFA
True Link Financial Advisors
California
$92.6M
5
RIA
Retirement Investment Advisors
Oklahoma
$132M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.27B
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$983K
3
UCFA
United Capital Financial Advisors
Texas
$344M
4
Bank of America
Bank of America
North Carolina
$394M
5
OCM
One Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
251
Harel Insurance Investments & Financial Services
Israel
$2.57M +$2.57M +35,470 New
ATPW
252
Ashton Thomas Private Wealth
Arizona
$2.55M +$1.16M +16,092 +84%
MSWMA
253
Market Street Wealth Management Advisors
Indiana
$2.53M +$394K +5,444 +18%
EA
254
Eclectic Associates
California
$2.51M -$298K -4,127 -11%
PFG
255
PAX Financial Group
Texas
$2.39M +$90.8K +1,256 +4%
PIFP
256
Partners in Financial Planning
Virginia
$2.32M +$3.69K +51 +0.2%
WA
257
Waverly Advisors
Alabama
$2.31M -$611K -8,444 -21%
ETS
258
ESL Trust Services
New York
$2.31M +$75.5K +1,044 +3%
MC
259
Matisse Capital
Oregon
$2.31M +$273K +3,778 +13%
AFAS
260
Acorn Financial Advisory Services
Virginia
$2.29M +$1.21M +16,793 +111%
BTIM
261
BancFirst Trust & Investment Management
Oklahoma
$2.29M +$50.3K +696 +2%
LA
262
LexAurum Advisors
Kansas
$2.28M +$515K +7,119 +29%
PWM
263
Provident Wealth Management
Tennessee
$2.27M -$18.9K -261 -0.8%
CISOA
264
Capital Investment Services of America
Wisconsin
$2.27M -$90.4K -1,250 -4%
AP
265
Adero Partners
California
$2.26M +$35.6K +492 +2%
3F
266
360 Financial
Minnesota
$2.26M +$2.26M +30,008 New
SFA
267
Semmax Financial Advisors
North Carolina
$2.23M +$2.23M +30,881 New
PAS
268
Park Avenue Securities
New York
$2.18M -$1.71M -23,715 -44%
PFO
269
Pathstone Family Office
New Jersey
$2.16M +$1.92M +63,118 +811%
BP
270
Ballentine Partners
Massachusetts
$2.16M +$390K +5,389 +22%
AAM
271
Aureus Asset Management
Massachusetts
$2.13M -$93.8K -1,297 -4%
ACM
272
AlphaStar Capital Management
North Carolina
$2.12M -$156K -2,159 -7%
BF
273
BOK Financial
Oklahoma
$2.11M +$956K +13,465 +83%
FHB
274
First Hawaiian Bank
Hawaii
$2.11M – – –
BOH
275
Bank of Hawaii
Hawaii
$2.1M +$21.7K +300 +1%
9 10
11
12 13