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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

850 hedge funds and large institutions have $12.4B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 434 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+29
Holders Change %
+3.53%
% of All Funds
12.3%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.5%
New
87
Increased
434
Reduced
223
Closed
51
Calls
$313K
Puts
$4.17M
Net Calls
-$3.85M
Net Calls Change
-$3.31M

Top Buyers

1
TLFA
True Link Financial Advisors
California
$291M
2
EWA
EP Wealth Advisors
California
$238M
3
Morgan Stanley
Morgan Stanley
New York
$460M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$607M
5
Ameriprise
Ameriprise
Minnesota
$286M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$578M
2
BC
Brio Consultants
California
$854K
3
UBS Group
UBS Group
Switzerland
$96.6M
4
MG
Mather Group
Illinois
$213M
5
BC
Burney Company
Virginia
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
376
Jaffetilchin Investment Partners
Florida
$1.74M +$1.5M +19,101 +618%
IWC
377
Integrated Wealth Concepts
Massachusetts
$1.73M +$126K +1,607 +8%
MSK
378
Melissa S. Kampmann
$1.71M +$14.6K +186 +0.9%
MCM
379
Mengis Capital Management
Oregon
$1.7M -$25.7K -328 -1%
WTFG
380
Wells Trecaso Financial Group
Ohio
$1.7M +$69.5K +887 +4%
MGIA
381
Moneta Group Investment Advisors
Missouri
$1.68M -$123K -1,570 -7%
DAS
382
Dynamic Advisor Solutions
Arizona
$1.66M -$17.2K -220 -1%
CAL
383
Capital Advisors Ltd
Ohio
$1.66M +$103K +1,315 +7%
BB
384
Busey Bank
Illinois
$1.64M -$319K -4,075 -16%
BBW
385
Blue Barn Wealth
Utah
$1.61M -$13.9K -177 -0.9%
PTP
386
Platform Technology Partners
New York
$1.61M -$289K -3,694 -15%
HP
387
HT Partners
Connecticut
$1.61M +$158K +2,022 +11%
BCM
388
Bourgeon Capital Management
Connecticut
$1.61M +$109K +1,390 +7%
AAS
389
Ameritas Advisory Services
Nebraska
$1.59M -$4.01M -51,165 -72%
GWMIA
390
Global Wealth Management Investment Advisory
Florida
$1.57M +$370K +4,720 +31%
WAG
391
Wheelhouse Advisory Group
Missouri
$1.57M -$137K -1,746 -8%
IA
392
IFP Advisors
Florida
$1.57M +$133K +1,699 +9%
EH
393
Equitable Holdings
New York
$1.57M +$461K +5,885 +42%
CA
394
CGN Advisors
Kansas
$1.56M +$117K +1,488 +8%
PFG
395
PAX Financial Group
Texas
$1.56M -$291K -3,715 -16%
PSA
396
Plum Street Advisors
Louisiana
$1.54M -$75.2K -960 -5%
3F
397
360 Financial
Minnesota
$1.52M +$1.52M +18,102 New
TFA
398
Tranquilli Financial Advisor
New Jersey
$1.51M +$537K +6,849 +55%
PSCM
399
Per Stirling Capital Management
Texas
$1.51M +$32.5K +415 +2%
WJWM
400
Williams Jones Wealth Management
New York
$1.5M – – –
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