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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 %
WANY
401
Wealthspire Advisors (New York)
New York
$1.29M +$603 +8 +0%
AWM
402
Axxcess Wealth Management
California
$1.29M -$33.3K -442 -3%
CF
403
Centaurus Financial
California
$1.27M -$29.3K -389 -2%
MPIA
404
Mountain Pacific Investment Advisers
Idaho
$1.27M -$434K -5,759 -26%
RIL
405
Rothschild Investment LLC
Illinois
$1.26M – – –
EIP
406
Easterly Investment Partners
Massachusetts
$1.26M +$52K +690 +4%
FFP
407
FourThought Financial Partners
Florida
$1.25M – – –
SI
408
Seeds Investor
New York
$1.22M +$319K +4,226 +35%
SF
409
Summit Financial
New Jersey
$1.22M -$159K -2,114 -12%
LFAS
410
Level Four Advisory Services
Texas
$1.22M – – –
DWM
411
Dakota Wealth Management
Florida
$1.21M – – –
GWMIA
412
Global Wealth Management Investment Advisory
Florida
$1.21M -$132K -1,753 -10%
Luther King Capital Management (LKCM)
413
Luther King Capital Management (LKCM)
Texas
$1.2M -$1.22M – –
CFS
414
CGC Financial Services
Oregon
$1.19M +$186K +2,469 +19%
CCA
415
Cadent Capital Advisors
Oklahoma
$1.18M -$28.7K -380 -2%
CCM
416
Coldstream Capital Management
Washington
$1.16M +$44.3K +587 +4%
NPP
417
New Potomac Partners
Maryland
$1.16M +$41.1K +545 +4%
PSCM
418
Per Stirling Capital Management
Texas
$1.15M +$321K +4,257 +39%
JSL
419
JT Stratford LLC
Georgia
$1.14M -$63.9K -847 -5%
AHC
420
Anderson Hoagland & Co
Missouri
$1.14M +$1.14M +15,496 New
HWM
421
Hohimer Wealth Management
Washington
$1.13M +$574K +7,614 +103%
LFASL
422
Lugano Financial Advisors SA (LFA)
Switzerland
$1.12M -$3.05M -40,386 -73%
MWP
423
MYCIO Wealth Partners
Pennsylvania
$1.12M +$1.12M +14,849 New
CCB
424
Country Club Bank
Missouri
$1.12M -$73.4K -973 -6%
NS
425
NBC Securities
Alabama
$1.12M +$73.2K +884 +7%
15 16
17
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