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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

717 hedge funds and large institutions have $7.98B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 270 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+81
Holders Change %
+12.74%
% of All Funds
11.07%
Holding in Top 10
66
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+17.86%
% of All Funds
1.02%
New
139
Increased
270
Reduced
214
Closed
48
Calls
$219K
Puts
$561K
Net Calls
-$342K
Net Calls Change
-$334K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.9M
2
EA
Efficient Advisors
Ohio
+$36.5M
3
SFMG
Sage Financial Management Group
Virginia
+$18.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$17M
5
CSPAM
Cary Street Partners Asset Management
Virginia
+$15M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$104M
2
Comerica Bank
Comerica Bank
Texas
-$53.3M
3
PAG
Private Advisor Group
New Jersey
-$39.9M
4
US Bancorp
US Bancorp
Minnesota
-$34.4M
5
BSW
Buckingham Strategic Wealth
Missouri
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
376
TriaGen Wealth Management
California
$797K +$2.28K +26 +0.3%
LAM
377
LifePro Asset Management
California
$794K +$701 +8 +0.1%
FF
378
FourThought Financial
Florida
$789K – – –
WIA
379
World Investment Advisors
California
$789K +$77.5K +923 +11%
Lido Advisors
380
Lido Advisors
California
$782K -$67.3K -769 -8%
SJIA
381
St. James Investment Advisors
New York
$777K +$777K +8,868 New
Kovitz Investment Group Partners
382
Kovitz Investment Group Partners
Illinois
$772K +$772K +8,316 New
HWM
383
HB Wealth Management
Georgia
$768K +$768K +8,767 New
KCM
384
Kanawha Capital Management
Virginia
$765K -$13K -148 -2%
LWMT
385
Legacy Wealth Management (Tennessee)
Tennessee
$754K +$754K +8,600 New
QCM
386
Quest Capital Management
Texas
$748K -$5.34K -61 -0.7%
SIA
387
Schechter Investment Advisors
Michigan
$748K +$748K +8,533 New
SCG
388
Sonata Capital Group
Washington
$740K – – –
PIMG
389
Patriot Investment Management Group
Tennessee
$740K +$16.5K +189 +2%
COCM
390
Charter Oak Capital Management
New Hampshire
$738K -$403K -4,600 -35%
BONH
391
Bank of New Hampshire
New Hampshire
$731K +$161K +1,833 +28%
CCM
392
Coldstream Capital Management
Washington
$730K +$12.9K +147 +2%
OWA
393
Outlook Wealth Advisors
Texas
$726K -$440K -5,026 -38%
CIC
394
Cutler Investment Counsel
Oregon
$724K +$230K +2,626 +47%
JIC
395
Joel Isaacson & Co
New York
$723K – – –
PFC
396
Poplar Forest Capital
California
$720K – – –
RPCA
397
Running Point Capital Advisors
California
$718K -$158K -1,799 -18%
CMBA
398
C.M. Bidwell & Associates
Hawaii
$714K +$13K +149 +2%
RPWA
399
Regent Peak Wealth Advisors
Georgia
$704K -$168K -1,918 -19%
Luther King Capital Management (LKCM)
400
Luther King Capital Management (LKCM)
Texas
$700K -$714K – –
14 15
16
17 18