BIV icon

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
+$53.7M
4
TLFA
True Link Financial Advisors
California
+$53.5M
5
RIA
Retirement Investment Advisors
Oklahoma
+$42.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$244M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$99.9M
3
UCFA
United Capital Financial Advisors
Texas
-$59.9M
4
Bank of America
Bank of America
North Carolina
-$32M
5
OCM
One Capital Management
California
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
326
Patten Group
Tennessee
$1.41M +$275K +3,804 +24%
CIBC World Market
327
CIBC World Market
Ontario, Canada
$1.39M +$41.6K +575 +3%
MSK
328
Melissa S. Kampmann
$1.39M +$1.39M +19,233 New
BBW
329
Blue Barn Wealth
Utah
$1.39M +$105K +1,450 +8%
AWM
330
Axxcess Wealth Management
California
$1.38M +$1.38M +19,028 New
SMWM
331
Silvia McColl Wealth Management
California
$1.37M -$2.31K -32 -0.2%
DADC
332
D.A. Davidson & Co
Montana
$1.37M -$219K -3,031 -14%
SF
333
Summit Financial
New Jersey
$1.36M +$18.7K +259 +1%
MWM
334
Merriman Wealth Management
Washington
$1.36M +$299K +4,137 +28%
GWMIA
335
Global Wealth Management Investment Advisory
Florida
$1.36M -$51.6K -714 -4%
FPWM
336
FSB Premier Wealth Management
Iowa
$1.34M -$32.7K -452 -2%
MWM
337
Meritas Wealth Management
California
$1.32M +$9.55K +132 +0.7%
Squarepoint
338
Squarepoint
New York
$1.32M +$1.32M +18,251 New
IWC
339
Integrated Wealth Concepts
Massachusetts
$1.3M -$196K -2,708 -13%
FA
340
Fagan Associates
New York
$1.3M -$4.05K -56 -0.3%
CAL
341
Capital Advisors Ltd
Ohio
$1.29M +$24.7K +341 +2%
BCG
342
Breakwater Capital Group
New Jersey
$1.28M +$1.28M +17,924 New
WANY
343
Wealthspire Advisors (New York)
New York
$1.27M +$860K +11,898 +211%
DWM
344
Dakota Wealth Management
Florida
$1.25M -$416K -5,753 -25%
NSG
345
Nalls Sherbakoff Group
Tennessee
$1.24M +$14.5K +201 +1%
FCB
346
First County Bank
Connecticut
$1.23M +$132K +1,827 +12%
JSL
347
JT Stratford LLC
Georgia
$1.23M +$1.23M +16,974 New
CCB
348
Country Club Bank
Missouri
$1.23M +$2.82K +39 +0.2%
SW
349
SMART Wealth
Nebraska
$1.21M +$79.3K +1,096 +7%
WHG
350
Westwood Holdings Group
Texas
$1.21M +$680K +9,405 +130%
12 13
14
15 16