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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
HP
401
HT Partners
Connecticut
$1.63M +$163K +2,167 +11%
MGIA
402
Moneta Group Investment Advisors
Missouri
$1.62M +$60.3K +799 +4%
IWP
403
Invenio Wealth Partners
Florida
$1.61M -$72.9K -966 -4%
AAS
404
Ameritas Advisory Services
Nebraska
$1.6M -$1.86M -24,658 -54%
GWMIA
405
Global Wealth Management Investment Advisory
Florida
$1.6M -$7.39K -98 -0.5%
TC
406
Truvestments Capital
Florida
$1.58M +$1.56M +20,697 New
GK
407
Graney & King
New York
$1.58M +$73.9K +980 +5%
ASN
408
Advisory Services Network
Georgia
$1.57M +$31.1K +412 +2%
MWM
409
Meridian Wealth Management
Kentucky
$1.56M -$138K -1,828 -8%
MCM
410
Mengis Capital Management
Oregon
$1.55M -$29.1K -386 -2%
CA
411
CGN Advisors
Kansas
$1.54M -$40K -530 -3%
HPM
412
Hoxton Planning & Management
West Virginia
$1.54M +$580K +7,688 +62%
DWM
413
Dopkins Wealth Management
New York
$1.52M +$230K +3,049 +18%
DFA
414
DHK Financial Advisors
New Hampshire
$1.52M +$751K +9,950 +100%
TW
415
Traveka Wealth
California
$1.52M -$67.4K -893 -4%
FA
416
Fedenia Advisers
Wisconsin
$1.5M -$3.92K -52 -0.3%
3F
417
360 Financial
Minnesota
$1.5M -$604 -8 -0%
KWM
418
Kingsview Wealth Management
Oregon
$1.5M -$98K -1,299 -6%
MSWMA
419
Market Street Wealth Management Advisors
Indiana
$1.49M -$10.2K -135 -0.7%
CB
420
Chris Bulman
California
$1.49M +$368K +4,879 +33%
MMCM
421
Murphy & Mullick Capital Management
New York
$1.48M -$52.4K -694 -3%
M
422
MOTCO
Texas
$1.48M +$597K +7,919 +69%
STA
423
Shade Tree Advisors
New York
$1.47M
SC
424
Stephens Consulting
Michigan
$1.44M -$10.5K -139 -0.7%
FFP
425
FourThought Financial Partners
Florida
$1.44M +$173K +2,290 +14%

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.