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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
$581M
4
TLFA
True Link Financial Advisors
California
$92.6M
5
RIA
Retirement Investment Advisors
Oklahoma
$132M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.27B
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$983K
3
UCFA
United Capital Financial Advisors
Texas
$344M
4
Bank of America
Bank of America
North Carolina
$394M
5
OCM
One Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AMM
351
American Money Management
California
$1.19M -$4.48K -62 -0.4%
MPIA
352
Mountain Pacific Investment Advisers
Idaho
$1.19M +$408K +5,640 +52%
CCM
353
Coldstream Capital Management
Washington
$1.19M – – –
ASN
354
Advisory Services Network
Georgia
$1.18M +$491K +6,787 +71%
TC
355
TAGStone Capital
North Carolina
$1.18M +$218K +3,017 +23%
VP
356
Verum Partners
North Carolina
$1.17M +$1.17M +16,118 New
CCA
357
Cadent Capital Advisors
Oklahoma
$1.15M -$59.2K -818 -5%
CIA
358
Capital Investment Advisors
Georgia
$1.14M -$133K -1,844 -10%
ABC
359
Associated Banc-Corp
Wisconsin
$1.14M -$50.1K -693 -4%
WTFG
360
Wells Trecaso Financial Group
Ohio
$1.1M -$80.8K -1,118 -7%
IFA
361
Index Fund Advisors
California
$1.06M +$240K +3,321 +29%
TC
362
TownSquare Capital
Utah
$1.05M -$74.1K -1,025 -7%
PFC
363
Poplar Forest Capital
California
$1.04M -$24.2K -335 -2%
PFG
364
Pacific Financial Group
Washington
$1.04M +$716K +9,901 +223%
CFS
365
CGC Financial Services
Oregon
$1.02M +$10.6K +146 +1%
FWM
366
Forza Wealth Management
Florida
$1.01M – – –
CTC
367
Central Trust Company
Missouri
$1M -$200K -2,763 -17%
UB
368
UMB Bank
Missouri
$992K -$107K -1,473 -10%
WIA
369
World Investment Advisors
California
$990K -$57.2K -791 -5%
EFG
370
Everhart Financial Group
Ohio
$984K -$12.9K -178 -1%
BCMIO
371
Beacon Capital Management Inc (Ohio)
Ohio
$983K -$99.9M -1,381,292 -99%
RJT
372
Raymond James Trust
Florida
$968K -$8.68K -120 -0.9%
GJIA
373
Glass Jacobson Investment Advisors
Maryland
$964K -$45K -622 -4%
FFA
374
Farther Finance Advisors
California
$963K +$904K +12,496 +1,529%
HL
375
HeadInvest LLC
Maine
$949K -$25.8K -360 -3%
13 14
15
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