BIV icon

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 %
CF
401
Centaurus Financial
California
$1.32M +$1.32M +17,230 New
WANY
402
Wealthspire Advisors (New York)
New York
$1.31M -$27.5K -360 -2%
TC
403
TownSquare Capital
Utah
$1.29M +$178K +2,334 +16%
RIL
404
Rothschild Investment LLC
Illinois
$1.28M +$1.28M +16,740 New
FFP
405
FourThought Financial Partners
Florida
$1.26M +$576K +7,543 +84%
MGIA
406
Moneta Group Investment Advisors
Missouri
$1.26M +$387K +5,072 +44%
BCM
407
Bourgeon Capital Management
Connecticut
$1.25M +$1.03M +13,530 +468%
IWC
408
Integrated Wealth Concepts
Massachusetts
$1.24M -$130K -1,697 -9%
DWM
409
Dakota Wealth Management
Florida
$1.22M -$98.5K -1,290 -7%
JSL
410
JT Stratford LLC
Georgia
$1.22M -$73.7K -965 -6%
EIP
411
Easterly Investment Partners
Massachusetts
$1.22M -$713K -9,335 -37%
CCA
412
Cadent Capital Advisors
Oklahoma
$1.22M +$10.7K +140 +0.9%
Luther King Capital Management (LKCM)
413
Luther King Capital Management (LKCM)
Texas
$1.22M -$551K – –
LFAS
414
Level Four Advisory Services
Texas
$1.22M +$972K +12,730 +399%
CCB
415
Country Club Bank
Missouri
$1.21M -$90.8K -1,187 -7%
MFA
416
Mayflower Financial Advisors
Massachusetts
$1.19M -$722K -9,454 -38%
HP
417
HT Partners
Connecticut
$1.19M -$9.8M -128,340 -89%
WTFG
418
Wells Trecaso Financial Group
Ohio
$1.17M +$5.65K +74 +0.5%
IWP
419
Invenio Wealth Partners
Florida
$1.15M +$645K +8,450 +127%
GLA
420
Good Life Advisors
Pennsylvania
$1.15M +$538K +7,049 +88%
NPP
421
New Potomac Partners
Maryland
$1.13M +$366K +4,798 +48%
CCM
422
Coldstream Capital Management
Washington
$1.13M -$119K -1,556 -9%
IFA
423
Index Fund Advisors
California
$1.13M +$12.1K +159 +1%
HR
424
Hardy Reed
Mississippi
$1.13M +$190K +2,488 +20%
VP
425
Verum Partners
North Carolina
$1.12M -$109K -1,421 -9%
15 16
17
18 19