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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

819 hedge funds and large institutions have $11.4B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 312 increasing their positions, 292 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+102
Holders Change %
+14.23%
% of All Funds
12.01%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.36%
New
150
Increased
312
Reduced
292
Closed
41
Calls
$344K
Puts
–
Net Calls
+$344K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$523M
2
Morgan Stanley
Morgan Stanley
New York
+$406M
3
Bank of America
Bank of America
North Carolina
+$124M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$70.7M
5
TLFA
True Link Financial Advisors
California
+$53.9M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$167M
2
LWM
Liberty Wealth Management
California
-$144M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$112M
4
MFG
Merit Financial Group
Georgia
-$70.9M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
-$61.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
376
Fifth Third Securities
Ohio
$1.58M +$54K +707 +4%
BBW
377
Blue Barn Wealth
Utah
$1.53M +$68.3K +894 +5%
ONB
378
Old National Bancorp
Indiana
$1.52M -$166K -2,175 -10%
CIBC World Market
379
CIBC World Market
Ontario, Canada
$1.49M +$14.7K +193 +1%
WAG
380
Wheelhouse Advisory Group
Missouri
$1.48M +$1.48M +19,388 New
WJWM
381
Williams Jones Wealth Management
New York
$1.47M -$1.6M -20,970 -52%
MCM
382
Mengis Capital Management
Oregon
$1.47M +$1.47M +19,294 New
FWP
383
Family Wealth Partners
North Carolina
$1.47M +$1.47M +19,187 New
CA
384
CGN Advisors
Kansas
$1.46M -$517K -6,770 -26%
JIC
385
Joel Isaacson & Co
New York
$1.46M +$973K +12,735 +198%
JPLA
386
Joseph P. Lucia & Associates
New York
$1.45M +$1.07M +14,039 +282%
MSK
387
Melissa S. Kampmann
$1.44M -$30.1K -394 -2%
SW
388
SMART Wealth
Nebraska
$1.42M +$150K +1,963 +12%
FPWM
389
FSB Premier Wealth Management
Iowa
$1.41M -$6.26K -82 -0.4%
SF
390
Summit Financial
New Jersey
$1.4M -$42.9K -562 -3%
SW
391
Signify Wealth
Missouri
$1.39M -$2.16M -28,281 -61%
WHG
392
Westwood Holdings Group
Texas
$1.37M +$99.7K +1,306 +8%
Lido Advisors
393
Lido Advisors
California
$1.36M -$2.63M -34,382 -66%
GWMIA
394
Global Wealth Management Investment Advisory
Florida
$1.36M -$72.9K -955 -5%
AWM
395
Axxcess Wealth Management
California
$1.35M -$108K -1,412 -7%
CSPAM
396
Cary Street Partners Asset Management
Virginia
$1.34M -$2.12M -27,787 -61%
FA
397
Fagan Associates
New York
$1.34M -$31.7K -415 -2%
NSG
398
Nalls Sherbakoff Group
Tennessee
$1.33M +$20K +262 +2%
OWA
399
Outlook Wealth Advisors
Texas
$1.32M -$659K -8,630 -33%
Qube Research & Technologies (QRT)
400
Qube Research & Technologies (QRT)
United Kingdom
$1.32M +$1M +13,095 +313%
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