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Vanguard Intermediate-Term Bond ETF

1,017 hedge funds and large institutions have $19B invested in Vanguard Intermediate-Term Bond ETF in 2026 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 494 increasing their positions, 311 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $337K | Put options by funds: $207K

59% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 311

40% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 62

2% more capital invested

Capital invested by funds: $18.6B → $19B (+$397M)

0% more funds holding

Funds holding: 1,0121,017 (+5)

0.07% more ownership

Funds ownership: 65.78%65.85% (+0.07%)

10% less funds holding in top 10

Funds holding in top 10: 121109 (-12)

Holders
1,017
Holders Change
+5
Holders Change %
+0.49%
% of All Funds
12.29%
Holding in Top 10
109
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-9.92%
% of All Funds
1.32%
New
87
Increased
494
Reduced
311
Closed
62
Calls
$337K
Puts
$207K
Net Calls
+$130K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
401
PFG Investments
New York
$2.43M -$108K -1,403 -4%
JWA
402
JFS Wealth Advisors
Pennsylvania
$2.36M -$2.99M -38,904 -56%
CAM
403
Covenant Asset Management
New Jersey
$2.35M -$146K -1,898 -6%
CF
404
Calder Financial
Pennsylvania
$2.35M +$917K +11,941 +64%
RB
405
Richmond Brothers
Michigan
$2.32M -$2.05M -26,708 -47%
HP
406
Holistic Planning
Texas
$2.3M +$8.52K +111 +0.4%
RI
407
Ridgewood Investments
New Jersey
$2.27M +$635K +8,274 +39%
BCM
408
Bourgeon Capital Management
Connecticut
$2.26M -$476K -6,206 -17%
BEI
409
Benjamin Edwards Inc
Missouri
$2.25M +$165K +2,145 +8%
PSCM
410
Per Stirling Capital Management
Texas
$2.24M +$10.5K +137 +0.5%
WAG
411
Wheelhouse Advisory Group
Missouri
$2.24M +$402K +5,241 +22%
CAL
412
Capital Advisors Ltd
Ohio
$2.23M -$29.4K -383 -1%
BBA
413
BLB&B Advisors
Pennsylvania
$2.23M +$181K +2,360 +9%
PG
414
Patten Group
Tennessee
$2.22M -$7.52K -98 -0.3%
MC
415
Matisse Capital
Oregon
$2.22M -$248K -3,232 -10%
BCG
416
Breakwater Capital Group
New Jersey
$2.2M +$62.5K +814 +3%
AFA
417
Amicus Financial Advisors
Texas
$2.16M +$2.38K +31 +0.1%
CFGF
418
Compass Financial Group (Florida)
Florida
$2.13M -$68.7K -895 -3%
ZIG
419
Zuckerman Investment Group
Illinois
$2.13M +$1.36M +17,652 +174%
SMWM
420
Silvia McColl Wealth Management
California
$2.13M +$164K +2,138 +8%
MFT
421
Moisand Fitzgerald Tamayo
Florida
$2.09M -$2.3K -30 -0.1%
RWM
422
Revisor Wealth Management
Ohio
$2.08M -$153K -1,987 -7%
SAM
423
Synergy Asset Management
Washington
$2.07M +$402K +5,232 +24%
PWM
424
Provident Wealth Management
Tennessee
$2.04M -$64.6K -841 -3%
JIC
425
Johnson Investment Counsel
Ohio
$2.02M -$229K -2,977 -10%

BIV Hedge Fund Activity: Q2 2026 in Review

1,017 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2026, worth a combined $19B — up 2.1% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BIV positions and 62 closed out — a net gain of 25 holders — while 494 added to existing stakes and 311 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $149M. The largest seller was Mather Group, cutting an estimated $159M.

  • 1,017 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2026, up from 1,012 in Q1 2026.
  • Funds reported $19B of Vanguard Intermediate-Term Bond ETF stock for Q2 2026, up 2.1% quarter-over-quarter.
  • 87 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2026 and 62 closed out, a net change of +25 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2026 was EP Wealth Advisors, an estimated $149M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2026 was Mather Group, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2026.