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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

814 hedge funds and large institutions have $10.9B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 388 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
-5
Holders Change %
-0.61%
% of All Funds
11.8%
Holding in Top 10
93
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
64
Increased
388
Reduced
255
Closed
55
Calls
$400K
Puts
$339K
Net Calls
+$61K
Net Calls Change
-$283K

Top Buyers

1
TLFA
True Link Financial Advisors
California
+$53.8M
2
EWA
EP Wealth Advisors
California
+$39.3M
3
VFP
Verus Financial Partners
Virginia
+$37.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$37.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$399M
2
Goldman Sachs
Goldman Sachs
New York
-$291M
3
Bank of America
Bank of America
North Carolina
-$114M
4
Osaic Holdings
Osaic Holdings
Arizona
-$52.7M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
301
Ashton Thomas Private Wealth
Arizona
$2.49M -$125K -1,659 -5%
KV
302
Kickstand Ventures
New York
$2.49M -$11K -146 -0.4%
JWCA
303
J.W. Cole Advisors
Florida
$2.47M +$543K +7,233 +28%
AAS
304
Ameritas Advisory Services
Nebraska
$2.43M -$12.9M -172,997 -84%
NB
305
NBT Bank
New York
$2.42M -$121K -1,605 -5%
AFA
306
Arlington Financial Advisors
California
$2.39M +$664K +8,800 +38%
SAM
307
SignalPoint Asset Management
Missouri
$2.38M +$27.9K +371 +1%
AP
308
Adero Partners
California
$2.37M +$129K +1,715 +6%
MAM
309
Meeder Asset Management
Ohio
$2.37M +$294K +3,901 +14%
BHWM
310
Beaird Harris Wealth Management
Texas
$2.31M +$185K +2,456 +9%
AAM
311
Aureus Asset Management
Massachusetts
$2.31M +$100K +1,326 +5%
RFC
312
Regions Financial Corp
Alabama
$2.3M +$1.47M +19,507 +177%
RCI
313
RS Crum Inc
California
$2.3M +$287K +3,803 +14%
PFS
314
Prospera Financial Services
Texas
$2.29M +$60.7K +803 +3%
CISOA
315
Capital Investment Services of America
Wisconsin
$2.27M – – –
MIA
316
Milestone Investment Advisors
Wisconsin
$2.26M -$6.79K -90 -0.3%
BP
317
Ballentine Partners
Massachusetts
$2.26M +$39.1K +518 +2%
BOH
318
Bank of Hawaii
Hawaii
$2.25M -$10.9K -144 -0.5%
SMG
319
Smart Money Group
Texas
$2.22M +$159K +2,166 +8%
BTIM
320
BancFirst Trust & Investment Management
Oklahoma
$2.21M -$129K -1,714 -6%
CCM
321
Cambridge Capital Management
Illinois
$2.2M -$1.21K -16 -0.1%
FHB
322
First Hawaiian Bank
Hawaii
$2.2M – – –
BCG
323
Breakwater Capital Group
New Jersey
$2.2M +$86.6K +1,149 +4%
PMA
324
Prudent Man Advisors
Illinois
$2.18M -$1.75M -23,207 -45%
GLA
325
Good Life Advisors
Pennsylvania
$2.17M +$1.03M +13,670 +91%
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