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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
WMA
351
Wealth Management Associates
New Jersey
$2.5M +$184K +2,436 +8%
AFP
352
Ausdal Financial Partners
Iowa
$2.49M -$5.84M -77,393 -70%
MCM
353
MidAtlantic Capital Management
Virginia
$2.48M +$40.2K +533 +2%
RWS
354
Retirement Wealth Solutions
Wisconsin
$2.46M +$146K +1,929 +6%
WRPWM
355
Werba Rubin Papier Wealth Management
California
$2.46M +$86.5K +1,146 +4%
PMWMG
356
Parr McKnight Wealth Management Group
Minnesota
$2.43M +$2.4M +31,758 New
LFAS
357
Level Four Advisory Services
Texas
$2.39M +$31.3K +415 +1%
AA
358
Advisory Alpha
Michigan
$2.38M +$164K +2,177 +8%
FAIM
359
Financial Advocates Investment Management
Washington
$2.34M -$1.35M -17,935 -37%
AFA
360
Arlington Financial Advisors
California
$2.32M -$51K -676 -2%
ACP
361
Aveo Capital Partners
Colorado
$2.3M -$723K -9,584 -24%
BTIM
362
BancFirst Trust & Investment Management
Oklahoma
$2.29M +$24.4K +323 +1%
PWM
363
Provident Wealth Management
Tennessee
$2.29M -$211K -2,801 -9%
IC
364
IEQ Capital
California
$2.26M +$76.2K +1,010 +4%
WTFG
365
Wells Trecaso Financial Group
Ohio
$2.24M +$232K +3,076 +12%
WHG
366
Westwood Holdings Group
Texas
$2.23M -$98.7K -1,308 -4%
LIA
367
Lynx Investment Advisory
District of Columbia
$2.22M +$7.92K +105 +0.4%
BOH
368
Bank of Hawaii
Hawaii
$2.2M +$106K +1,399 +5%
BP
369
Ballentine Partners
Massachusetts
$2.13M -$130K -1,729 -6%
SIA
370
Strategic Investment Advisors
Michigan
$2.13M +$75.6K +1,002 +4%
JWA
371
JFS Wealth Advisors
Pennsylvania
$2.12M +$461K +6,105 +28%
Pathstone Holdings
372
Pathstone Holdings
New Jersey
$2.1M +$78.8K +1,044 +4%
NB
373
NBT Bank
New York
$2.1M -$423K -5,605 -17%
BHWM
374
Beaird Harris Wealth Management
Texas
$2.08M +$22.9K +304 +1%
CFGF
375
Compass Financial Group (Florida)
Florida
$2.06M -$13.1K -173 -0.6%

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.