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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

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

Top Buyers

1
TLFA
True Link Financial Advisors
California
$291M
2
EWA
EP Wealth Advisors
California
$238M
3
Morgan Stanley
Morgan Stanley
New York
$460M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$607M
5
Ameriprise
Ameriprise
Minnesota
$286M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$578M
2
BC
Brio Consultants
California
$854K
3
UBS Group
UBS Group
Switzerland
$96.6M
4
MG
Mather Group
Illinois
$213M
5
BC
Burney Company
Virginia
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
326
Arlington Financial Advisors
California
$2.52M +$66.5K +848 +3%
AP
327
Adero Partners
California
$2.52M +$68.2K +870 +3%
VA
328
Valmark Advisers
Ohio
$2.5M +$209K +2,667 +9%
AA
329
Advisory Alpha
Michigan
$2.48M -$634K -8,090 -20%
SMG
330
Smart Money Group
Texas
$2.45M +$116K +1,531 +5%
BOH
331
Bank of Hawaii
Hawaii
$2.41M -$119K -1,521 -5%
IFPL
332
Investments & Financial Planning LLC
Kentucky
$2.39M +$89.7K +1,145 +4%
WHG
333
Westwood Holdings Group
Texas
$2.39M +$906K +11,556 +61%
GVAG
334
Great Valley Advisor Group
Delaware
$2.37M +$1.78M +22,718 +301%
FHB
335
First Hawaiian Bank
Hawaii
$2.37M +$14.1K +180 +0.6%
PI
336
PFG Investments
New York
$2.35M +$1.9M +24,230 +417%
CISOA
337
Capital Investment Services of America
Wisconsin
$2.34M – – –
WMA
338
Wealth Management Associates
New Jersey
$2.31M +$75.8K +967 +3%
NJIM
339
Nabity-Jensen Investment Management
Nebraska
$2.3M +$7.13K +91 +0.3%
BTIM
340
BancFirst Trust & Investment Management
Oklahoma
$2.29M -$4.48K -57 -0.2%
PMA
341
Prudent Man Advisors
Illinois
$2.27M – – –
Pathstone Holdings
342
Pathstone Holdings
New Jersey
$2.26M +$190K +2,427 +9%
SFA
343
Semmax Financial Advisors
North Carolina
$2.25M +$96.3K +1,279 +4%
BP
344
Ballentine Partners
Massachusetts
$2.25M -$133K -1,696 -6%
LFAS
345
Level Four Advisory Services
Texas
$2.21M +$138K +1,817 +7%
WRPWM
346
Werba Rubin Papier Wealth Management
California
$2.15M +$132K +1,682 +7%
KWM
347
Kingsview Wealth Management
Oregon
$2.12M +$444K +5,662 +26%
LIA
348
Lynx Investment Advisory
District of Columbia
$2.12M +$458K +5,840 +28%
CFGF
349
Compass Financial Group (Florida)
Florida
$2.11M +$7.37K +94 +0.3%
HIMC
350
Heritage Investors Management Corp
Maryland
$2.09M +$1.05M +13,407 +101%
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