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Vanguard Intermediate-Term Bond ETF

921 hedge funds and large institutions have $14.4B invested in Vanguard Intermediate-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 428 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $659K | Put options by funds: $459K

40% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 306

5% more funds holding in top 10

Funds holding in top 10: 102107 (+5)

1.3% more ownership

Funds ownership: 63.03%64.33% (+1.3%)

6% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 66

3% more capital invested

Capital invested by funds: $14B → $14.4B (+$353M)

1% less funds holding

Funds holding: 932921 (-11)

Holders
921
Holders Change
-11
Holders Change %
-1.18%
% of All Funds
12.35%
Holding in Top 10
107
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.9%
% of All Funds
1.43%
New
70
Increased
428
Reduced
306
Closed
66
Calls
$659K
Puts
$459K
Net Calls
+$200K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
Waverly Advisors
Alabama
$3.01M -$5.36K -71 -0.2%
ACM
327
Arcataur Capital Management
Wisconsin
$3M -$155K -2,055 -5%
EA
328
Eclectic Associates
California
$2.99M +$27.7K +367 +0.9%
VA
329
Valmark Advisers
Ohio
$2.9M +$172K +2,286 +6%
CMBA
330
C.M. Bidwell & Associates
Hawaii
$2.9M -$600K -7,947 -17%
AG
331
Ascent Group
Virginia
$2.89M +$1.25M +16,505 +78%
JPLA
332
Joseph P. Lucia & Associates
New York
$2.87M -$126K -1,664 -4%
NHT
333
New Hampshire Trust
New Hampshire
$2.87M -$1.15M -15,215 -29%
WS
334
Wela Strategies
Georgia
$2.75M +$1.94M +25,731 +253%
IA
335
IFP Advisors
Florida
$2.74M +$342K +4,528 +14%
M1FG
336
Mach-1 Financial Group
Arkansas
$2.74M +$2.7M +35,758 New
OIA
337
OneDigital Investment Advisors
Kansas
$2.73M -$644K -8,534 -19%
HIIFS
338
Harel Insurance Investments & Financial Services
Israel
$2.72M +$2.68M +35,470 New
RWM
339
Revisor Wealth Management
Ohio
$2.7M +$1.21M +16,066 +84%
PWS
340
Physician Wealth Solutions
Nevada
$2.69M -$122K -1,617 -4%
NJIM
341
Nabity-Jensen Investment Management
Nebraska
$2.69M +$408K +5,411 +18%
WFPG
342
Waller Financial Planning Group
Ohio
$2.67M -$427K -5,665 -14%
BBA
343
BLB&B Advisors
Pennsylvania
$2.63M -$360K -4,768 -12%
HFRG
344
Houlihan Financial Resource Group
Virginia
$2.62M -$38.4K -509 -1%
AP
345
Adero Partners
California
$2.58M +$88.2K +1,169 +4%
KFP
346
KMG Fiduciary Partners
Ohio
$2.57M +$20.1K +266 +0.8%
CWMK
347
Caliber Wealth Management (Kansas)
Kansas
$2.55M +$2.52M +33,357 New
TWM
348
TSA Wealth Management
Texas
$2.51M +$1.8M +23,824 +265%
MC
349
Matisse Capital
Oregon
$2.51M -$15.4K -204 -0.6%
PI
350
PFG Investments
New York
$2.5M +$9.96K +132 +0.4%

BIV Hedge Fund Activity: Q1 2025 in Review

921 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2025, worth a combined $14.4B — up 2.5% from $14B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BIV positions and 66 closed out — a net gain of 4 holders — while 428 added to existing stakes and 306 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $392M. The largest seller was American Trust, exiting entirely with an estimated $69.2M sold.

  • 921 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2025, down from 932 in Q4 2024.
  • Funds reported $14.4B of Vanguard Intermediate-Term Bond ETF stock for Q1 2025, up 2.5% quarter-over-quarter.
  • 70 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2025 and 66 closed out, a net change of +4 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $392M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2025 was American Trust, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2025.