BIV icon

Vanguard Intermediate-Term Bond ETF

850 hedge funds and large institutions have $12.4B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 434 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+29
Holders Change %
+3.53%
% of All Funds
12.3%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.5%
New
87
Increased
434
Reduced
223
Closed
51
Calls
$313K
Puts
$4.17M
Net Calls
-$3.85M
Net Calls Change
-$3.31M
Name Holding Trade Value Shares
Change
Shares
Change %
ACP
301
Aveo Capital Partners
Colorado
$3.13M +$83.9K +1,070 +3%
SWIM
302
Smallwood Wealth Investment Management
New Jersey
$3.12M -$190K -2,429 -6%
WFPG
303
Waller Financial Planning Group
Ohio
$3.09M +$4.55K +58 +0.1%
PWG
304
Private Wealth Group
Florida
$3.09M
WA
305
Westfuller Advisors
New York
$3.08M +$3.08M +39,249 New
EA
306
Eclectic Associates
California
$3M -$44.8K -571 -1%
JSA
307
Jim Saulnier & Associates
Colorado
$2.99M +$2.99M +38,117 New
AAM
308
Aureus Asset Management
Massachusetts
$2.99M -$35K -447 -1%
RCI
309
RS Crum Inc
California
$2.94M +$362K +4,620 +14%
WA
310
Waverly Advisors
Alabama
$2.93M +$102K +1,297 +4%
MFP
311
Meridian Financial Partners
Virginia
$2.93M +$122K +1,553 +4%
MMPW
312
Mitchell McLeod Pugh & Williams
Alabama
$2.91M +$418K +5,337 +17%
CAL
313
Capital Analysts LLC
Pennsylvania
$2.86M +$13.4K +171 +0.5%
ITB
314
Idaho Trust Bank
Idaho
$2.83M -$15.8K -202 -0.6%
PWS
315
Physician Wealth Solutions
Nevada
$2.79M -$126K -1,654 -4%
PWM
316
Provident Wealth Management
Tennessee
$2.75M -$107K -1,361 -4%
BBA
317
BLB&B Advisors
Pennsylvania
$2.72M -$287K -3,656 -10%
HFRG
318
Houlihan Financial Resource Group
Virginia
$2.69M +$2.69M +34,378 New
MC
319
Matisse Capital
Oregon
$2.66M
KFP
320
KMG Fiduciary Partners
Ohio
$2.66M -$22.8K -291 -0.8%
WS
321
Wela Strategies
Georgia
$2.64M -$677K -8,634 -20%
MCM
322
MidAtlantic Capital Management
Virginia
$2.62M +$782K +9,975 +42%
NB
323
NBT Bank
New York
$2.58M -$64.3K -820 -2%
NGA
324
Naples Global Advisors
Florida
$2.56M -$441K -5,629 -15%
WWM
325
Western Wealth Management
Colorado
$2.56M +$2.06M +26,260 +414%