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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 %
MAM
301
Meeder Asset Management
Ohio
$1.81M +$177K +2,446 +11%
MFA
302
Mayflower Financial Advisors
Massachusetts
$1.81M -$416K -5,759 -19%
AAS
303
Ameritas Advisory Services
Nebraska
$1.8M +$800K +11,210 +80%
HIM
304
Hanlon Investment Management
New Jersey
$1.8M -$265K -3,664 -13%
AWM
305
Arista Wealth Management
Nevada
$1.78M +$506 +7 +0%
NB
306
NBT Bank
New York
$1.77M +$1.32M +18,300 +295%
BWL
307
Bogart Wealth LLC
Virginia
$1.75M -$101K -1,392 -5%
Financial Engines Advisors
308
Financial Engines Advisors
California
$1.73M -$10.5M -145,112 -86%
IA
309
IFP Advisors
Florida
$1.68M +$523K +7,230 +45%
SIA
310
Strategic Investment Advisors
Michigan
$1.68M +$64.6K +894 +4%
DP
311
Denver PWM
Colorado
$1.67M +$65.1K +908 +4%
CPA
312
Capital Performance Advisors
California
$1.67M +$38.3K +529 +2%
HI
313
Harbour Investments
Wisconsin
$1.66M +$80.8K +1,117 +5%
UBV
314
United Bank (Virginia)
Virginia
$1.61M – – –
ONB
315
Old National Bancorp
Indiana
$1.59M -$194K -2,680 -11%
SCA
316
Stokes Capital Advisors
South Carolina
$1.59M -$116K -1,598 -7%
RCI
317
RS Crum Inc
California
$1.58M +$79.7K +1,102 +5%
SFG
318
SNS Financial Group
Minnesota
$1.53M -$174K -2,410 -10%
SC
319
Stephens Consulting
Michigan
$1.53M -$54K -747 -3%
VA
320
Valmark Advisers
Ohio
$1.51M +$147K +2,035 +11%
EWM
321
Evergreen Wealth Management
Michigan
$1.48M +$33.8K +467 +2%
MMPW
322
Mitchell McLeod Pugh & Williams
Alabama
$1.47M -$630K -8,711 -30%
PFS
323
Prospera Financial Services
Texas
$1.46M +$42.3K +583 +3%
FTS
324
Fifth Third Securities
Ohio
$1.44M -$80.6K -1,114 -5%
WLIM
325
White Lighthouse Investment Management
Massachusetts
$1.42M +$763K +10,555 +117%
11 12
13
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