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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 %
HNB
376
Huntington National Bank
Ohio
$1.52M -$1.83M – –
TFA
377
Tranquilli Financial Advisor
New Jersey
$1.52M -$894K -11,860 -37%
KWM
378
Kingsview Wealth Management
Oregon
$1.52M -$192K -2,548 -11%
MSK
379
Melissa S. Kampmann
$1.49M +$66K +875 +5%
SC
380
Stephens Consulting
Michigan
$1.48M -$99.8K -1,323 -6%
OWA
381
Outlook Wealth Advisors
Texas
$1.47M +$162K +2,147 +12%
AWM
382
AE Wealth Management
Kansas
$1.46M -$11M -145,508 -88%
WJWM
383
Williams Jones Wealth Management
New York
$1.45M -$2.11K -28 -0.1%
MGIA
384
Moneta Group Investment Advisors
Missouri
$1.44M +$199K +2,644 +16%
FPWM
385
FSB Premier Wealth Management
Iowa
$1.42M +$29.6K +393 +2%
IWP
386
Invenio Wealth Partners
Florida
$1.42M +$280K +3,714 +25%
WHG
387
Westwood Holdings Group
Texas
$1.42M +$60.6K +804 +4%
BFG
388
Bleakley Financial Group
New Jersey
$1.41M -$756K -10,030 -35%
SW
389
Simplicity Wealth
New Jersey
$1.41M +$1.41M +18,737 New
ONB
390
Old National Bancorp
Indiana
$1.4M -$104K -1,377 -7%
PIFP
391
Partners in Financial Planning
Virginia
$1.38M -$840K -11,147 -38%
CTC
392
Central Trust Company
Missouri
$1.35M +$300K +3,984 +29%
MFA
393
Mayflower Financial Advisors
Massachusetts
$1.35M +$173K +2,295 +15%
WTFG
394
Wells Trecaso Financial Group
Ohio
$1.34M +$192K +2,545 +17%
CA
395
CGN Advisors
Kansas
$1.33M -$120K -1,594 -8%
BCM
396
Bourgeon Capital Management
Connecticut
$1.32M +$83.5K +1,108 +7%
FRA
397
FFG Retirement Advisors
Colorado
$1.32M -$9.51M -126,146 -88%
HP
398
HT Partners
Connecticut
$1.31M +$133K +1,767 +11%
Lido Advisors
399
Lido Advisors
California
$1.3M -$45.3K -601 -3%
FA
400
Fagan Associates
New York
$1.3M -$25.5K -338 -2%
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