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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
HI
376
Harbour Investments
Wisconsin
$2.05M +$90.4K +1,198 +5%
CISOA
377
Capital Investment Services of America
Wisconsin
$2.03M -$150K -1,990 -7%
SFA
378
Semmax Financial Advisors
North Carolina
$2M -$141K -1,866 -7%
SAM
379
Smartleaf Asset Management
Massachusetts
$2M +$81.2K +1,077 +4%
SMWM
380
Silvia McColl Wealth Management
California
$1.99M +$52.5K +696 +3%
AWM
381
AE Wealth Management
Kansas
$1.97M +$47.7K +632 +3%
BCG
382
Breakwater Capital Group
New Jersey
$1.95M -$25K -332 -1%
BCM
383
Bourgeon Capital Management
Connecticut
$1.94M +$124K +1,650 +7%
CPA
384
Capital Performance Advisors
California
$1.92M -$16.8K -223 -0.9%
CAL
385
Capital Advisors Ltd
Ohio
$1.92M +$228K +3,028 +14%
PG
386
Patten Group
Tennessee
$1.87M +$70.7K +937 +4%
PFA
387
Pillar Financial Advisors
Kentucky
$1.8M +$377 +5 +0%
VA
388
VestGen Advisors
Illinois
$1.8M +$1.77M +23,487 New
PSCM
389
Per Stirling Capital Management
Texas
$1.76M +$65.9K +874 +4%
CWM
390
Cahill Wealth Management
Michigan
$1.76M -$236K -3,128 -12%
BFG
391
Bleakley Financial Group
New Jersey
$1.75M +$379K +5,019 +28%
CSIA
392
Conrad Siegel Investment Advisors
Pennsylvania
$1.75M +$1.72M +22,811 New
AAS
393
Asset Allocation Strategies
Michigan
$1.75M +$151K +2,008 +10%
IWC
394
Integrated Wealth Concepts
Massachusetts
$1.72M -$36.4K -483 -2%
LPP
395
Life Planning Partners
Florida
$1.71M -$11K -146 -0.7%
MSK
396
Melissa S. Kampmann
$1.71M +$3.77K +50 +0.2%
UBV
397
United Bank (Virginia)
Virginia
$1.7M
FIM
398
Freedom Investment Management
Connecticut
$1.69M +$34.4K +456 +2%
QCG
399
Quadrant Capital Group
Ohio
$1.64M -$215K -2,850 -12%
DAS
400
Dynamic Advisor Solutions
Arizona
$1.64M +$1.61M +21,359 New

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.