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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

717 hedge funds and large institutions have $9.63B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 309 increasing their positions, 244 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.43%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.16%
New
78
Increased
309
Reduced
244
Closed
70
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
-$39K

Top Buyers

1
Comerica Bank
Comerica Bank
Texas
+$76.9M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$68M
3
Wells Fargo
Wells Fargo
California
+$53.7M
4
TLFA
True Link Financial Advisors
California
+$53.5M
5
RIA
Retirement Investment Advisors
Oklahoma
+$42.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$244M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$99.9M
3
UCFA
United Capital Financial Advisors
Texas
-$59.9M
4
Bank of America
Bank of America
North Carolina
-$32M
5
OCM
One Capital Management
California
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
401
Welch & Forbes
Massachusetts
$788K -$160K -2,215 -17%
WS
402
Wedbush Securities
California
$776K -$1M -13,884 -56%
ZF
403
Zhang Financial
Michigan
$774K +$324K +4,483 +72%
PSCM
404
Per Stirling Capital Management
Texas
$768K -$157K -2,173 -17%
PAG
405
Powers Advisory Group
Illinois
$752K -$18.8K -260 -2%
Deutsche Bank
406
Deutsche Bank
Germany
$747K -$424K -5,868 -36%
GVAG
407
Great Valley Advisor Group
Delaware
$744K -$97.3K -1,346 -12%
LT
408
Legacy Trust
Michigan
$741K -$18.9K -262 -2%
VC
409
Veery Capital
Delaware
$736K -$126K -1,748 -15%
HIGP
410
Hill Investment Group Partners
Missouri
$736K – – –
BFO
411
Boston Family Office
Massachusetts
$730K +$83K +1,148 +13%
NPP
412
New Potomac Partners
Maryland
$726K -$12.6K -174 -2%
Invesco
413
Invesco
Georgia
$719K -$38.9K -538 -5%
AF
414
Allworth Financial
California
$717K -$200K -2,765 -22%
RWP
415
RWA Wealth Partners
Massachusetts
$716K +$868 +12 +0.1%
GWM
416
GSB Wealth Management
Connecticut
$715K +$22.3K +308 +3%
MW
417
Marcum Wealth
Ohio
$713K -$1.23K -17 -0.2%
OIA
418
OneDigital Investment Advisors
Kansas
$706K -$107K -1,476 -13%
RA
419
RFG Advisory
Alabama
$700K -$27.3K -377 -4%
NL
420
NWAM LLC
Washington
$697K -$5.77M -79,774 -89%
Manulife (Manufacturers Life Insurance)
421
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$697K -$430K -5,945 -38%
MWM
422
Maripau Wealth Management
Indiana
$682K -$17.6K -244 -3%
M
423
MOTCO
Texas
$680K +$99.4K +1,374 +17%
GRP
424
Global Retirement Partners
California
$677K -$56.5K -790 -8%
SS
425
Simplicity Solutions
Minnesota
$674K -$2.31M -31,968 -77%
15 16
17
18 19