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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
LFP
251
Leeward Financial Partners
Washington
$5.28M +$559K +7,413 +12%
SFG
252
Sovereign Financial Group
Connecticut
$5.15M +$552K +7,317 +12%
MA
253
Mutual Advisors
Nebraska
$5.04M -$109K -1,443 -2%
PAM
254
PCG Asset Management
New Jersey
$5.02M +$175K +2,322 +4%
HIP
255
HUB Investment Partners
Texas
$5.01M -$119K -1,577 -2%
SWM
256
Spire Wealth Management
Virginia
$4.99M +$1.14M +15,159 +30%
TW
257
TritonPoint Wealth
Maryland
$4.96M +$226 +3 +0%
SF
258
Summit Financial
New Jersey
$4.92M +$172K +2,281 +4%
Barclays
259
Barclays
United Kingdom
$4.91M -$780K -10,340 -14%
PS
260
Planned Solutions
California
$4.9M +$51.4K +681 +1%
PFS
261
Prospera Financial Services
Texas
$4.89M +$405K +5,362 +9%
HWM
262
Hohimer Wealth Management
Washington
$4.88M -$2.02M -26,808 -30%
PCA
263
Prosperity Capital Advisors
Ohio
$4.88M -$47.7K -632 -1%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$4.84M -$26.6K -353 -0.6%
MMPW
265
Mitchell McLeod Pugh & Williams
Alabama
$4.83M +$412K +5,458 +9%
LFG
266
Larson Financial Group
Missouri
$4.82M -$415K -5,506 -8%
AAP
267
Arax Advisory Partners
Colorado
$4.82M +$1.71M +22,627 +56%
ETS
268
ESL Trust Services
New York
$4.8M -$54.9K -728 -1%
LWM
269
Lionshead Wealth Management
New York
$4.74M -$1.06M -14,111 -19%
VW
270
Veridan Wealth
Oregon
$4.7M +$61.6K +817 +1%
HWMG
271
Hurlow Wealth Management Group
Indiana
$4.69M +$322K +4,268 +7%
JCM
272
Jacobsen Capital Management
Utah
$4.68M +$468K +6,205 +11%
HR
273
Hardy Reed
Mississippi
$4.67M +$769K +10,192 +20%
W
274
WealthCollab
Washington
$4.64M +$127K +1,688 +3%
GHA
275
Granite Harbor Advisors
Texas
$4.64M +$332K +4,402 +8%

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.