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Vanguard Intermediate-Term Bond ETF
BIV

826 hedge funds and large institutions have $11.2B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 381 increasing their positions, 256 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 256

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

2% more funds holding in top 10

Funds holding in top 10: 93 → 95 (+2)

3% more capital invested

Capital invested by funds: $10.9B → $11.2B (+$375M)

1% more funds holding

Funds holding: 818 → 826 (+8)

0.27% more ownership

Funds ownership: 62.14% → 62.41% (+0.27%)

55% less call options, than puts

Call options by funds: $442K | Put options by funds: $989K

Holders
826
Holders Change
+8
Holders Change %
+0.98%
% of All Funds
11.93%
Holding in Top 10
95
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.15%
% of All Funds
1.37%
New
87
Increased
381
Reduced
256
Closed
68
Calls
$442K
Puts
$989K
Net Calls
-$547K
Net Calls Change
-$608K

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$57.2M
2
Bank of America
Bank of America
North Carolina
+$53.5M
3
EWA
EP Wealth Advisors
California
+$44M
4
Goldman Sachs
Goldman Sachs
New York
+$34.1M
5
AWM
Avior Wealth Management
Nebraska
+$23M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$25.5M
2
SFMG
Sage Financial Management Group
Virginia
-$21.4M
3
Truist Financial
Truist Financial
North Carolina
-$17.3M
4
PI
PFG Investments
New York
-$17.3M
5
AAS
Avantax Advisory Services
Texas
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
276
Joel Isaacson & Co
New York
$3.24M +$656K +8,831 +26%
SWM
277
Spire Wealth Management
Virginia
$3.22M +$2.68M +36,026 +522%
HTIM
278
Harbour Trust & Investment Management
Indiana
$3.18M +$330K +4,443 +12%
WS
279
Wela Strategies
Georgia
$3.17M +$60K +808 +2%
SWIM
280
Smallwood Wealth Investment Management
New Jersey
$3.16M -$95.8K -1,289 -3%
ACM
281
Arcataur Capital Management
Wisconsin
$3.11M -$16.3K -220 -0.5%
ATPW
282
Ashton Thomas Private Wealth
Arizona
$3.1M +$625K +8,412 +25%
KV
283
Kickstand Ventures
New York
$3.08M +$603K +8,113 +25%
AWMNH
284
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3M +$517K +6,952 +21%
MFG
285
Merit Financial Group
Georgia
$2.98M +$338K +4,542 +13%
VWM
286
VCI Wealth Management
Missouri
$2.98M +$891K +11,991 +43%
AA
287
Advisory Alpha
Michigan
$2.98M -$266K -3,573 -8%
PFS
288
Prospera Financial Services
Texas
$2.98M +$700K +9,416 +31%
WFPG
289
Waller Financial Planning Group
Ohio
$2.95M -$36.8K -495 -1%
PWG
290
Private Wealth Group
Florida
$2.95M – – –
Jane Street
291
Jane Street
New York
$2.95M +$2.92M +39,336 New
KLI
292
Kelman-Lazarov Inc
Tennessee
$2.91M -$1.11M -14,956 -28%
ACP
293
Aveo Capital Partners
Colorado
$2.91M +$45.9K +618 +2%
EA
294
Eclectic Associates
California
$2.91M +$31.4K +422 +1%
MIA
295
Milestone Investment Advisors
Wisconsin
$2.9M +$654K +8,806 +29%
AAM
296
Aureus Asset Management
Massachusetts
$2.89M +$592K +7,967 +26%
BBA
297
BLB&B Advisors
Pennsylvania
$2.87M -$90.2K -1,214 -3%
PWS
298
Physician Wealth Solutions
Nevada
$2.87M -$8.55K -115 -0.3%
NGA
299
Naples Global Advisors
Florida
$2.87M +$70.9K +954 +3%
JWCA
300
J.W. Cole Advisors
Florida
$2.77M +$310K +4,169 +13%
10 11
12
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BIV Hedge Fund Activity: Q2 2024 in Review

826 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2024, worth a combined $11.2B — up 3.5% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BIV positions and 68 closed out — a net gain of 19 holders — while 381 added to existing stakes and 256 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $57.2M. The largest seller was Wells Fargo, cutting an estimated $25.5M.

  • 826 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2024, up from 818 in Q1 2024.
  • Funds reported $11.2B of Vanguard Intermediate-Term Bond ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 87 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2024 and 68 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $57.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2024 was Wells Fargo, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2024.