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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

814 hedge funds and large institutions have $10.9B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 388 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
-5
Holders Change %
-0.61%
% of All Funds
11.8%
Holding in Top 10
93
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
64
Increased
388
Reduced
255
Closed
55
Calls
$400K
Puts
$339K
Net Calls
+$61K
Net Calls Change
-$283K

Top Buyers

1
TLFA
True Link Financial Advisors
California
+$53.8M
2
EWA
EP Wealth Advisors
California
+$39.3M
3
VFP
Verus Financial Partners
Virginia
+$37.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$37.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$399M
2
Goldman Sachs
Goldman Sachs
New York
-$291M
3
Bank of America
Bank of America
North Carolina
-$114M
4
Osaic Holdings
Osaic Holdings
Arizona
-$52.7M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
351
Websterrogers Financial Advisors
South Carolina
$1.8M -$8.19M -108,622 -82%
FCMA
352
Foresight Capital Management Advisors
Michigan
$1.77M +$1.77M +23,450 New
MAV
353
Mason & Associates (Virginia)
Virginia
$1.77M +$1.77M +23,450 New
MSWMA
354
Market Street Wealth Management Advisors
Indiana
$1.75M -$105K -1,396 -6%
MCM
355
MidAtlantic Capital Management
Virginia
$1.74M -$369K -4,888 -17%
HI
356
Harbour Investments
Wisconsin
$1.73M -$23.5K -312 -1%
FCB
357
First County Bank
Connecticut
$1.73M -$120K -1,587 -6%
SIMG
358
Sonora Investment Management Group
Arizona
$1.73M +$1.73M +22,901 New
CMBA
359
C.M. Bidwell & Associates
Hawaii
$1.69M +$1.05M +13,991 +166%
DAS
360
Dynamic Advisor Solutions
Arizona
$1.68M -$351K -4,655 -17%
UBV
361
United Bank (Virginia)
Virginia
$1.68M – – –
PG
362
Patten Group
Tennessee
$1.67M +$1.96K +26 +0.1%
GRA
363
Golden Road Advisors
Florida
$1.66M +$1.66M +22,055 New
SMWM
364
Silvia McColl Wealth Management
California
$1.65M +$91K +1,235 +6%
SAG
365
SageView Advisory Group
California
$1.65M +$1.65M +18,300 New
FTS
366
Fifth Third Securities
Ohio
$1.63M +$72.5K +962 +5%
KAS
367
KPP Advisory Services
Kentucky
$1.62M +$1.62M +21,512 New
AC
368
Apella Capital
Connecticut
$1.57M -$612K -8,203 -28%
WAG
369
Wheelhouse Advisory Group
Missouri
$1.57M +$108K +1,436 +7%
MCM
370
Mengis Capital Management
Oregon
$1.57M +$115K +1,525 +8%
ASN
371
Advisory Services Network
Georgia
$1.56M +$608K +8,064 +64%
IWC
372
Integrated Wealth Concepts
Massachusetts
$1.56M +$328K +4,352 +27%
CAL
373
Capital Advisors Ltd
Ohio
$1.54M -$282K -3,744 -15%
PSA
374
Plum Street Advisors
Louisiana
$1.54M -$294K -3,757 -16%
BBW
375
Blue Barn Wealth
Utah
$1.54M +$22.2K +295 +1%
13 14
15
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