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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 %
BFG
426
Bleakley Financial Group
New Jersey
$674K -$2.31M -31,968 -77%
BPA
427
Beacon Pointe Advisors
California
$669K +$147K +2,039 +28%
RFC
428
Regions Financial Corp
Alabama
$653K -$99.9K -1,381 -13%
FMWA
429
Forvis Mazars Wealth Advisors
Missouri
$651K -$130K -1,803 -17%
FFP
430
FourThought Financial Partners
Florida
$651K – – –
EP
431
Eudaimonia Partners
Tennessee
$648K -$211K -2,920 -25%
SFS
432
Security Financial Services
Indiana
$640K -$392K -5,424 -38%
KA
433
Kovack Advisors
Florida
$629K -$506 -7 -0.1%
IGWM
434
ICA Group Wealth Management
Colorado
$622K +$6.14K +85 +1%
BCM
435
Becker Capital Management
Oregon
$619K +$16.3K +225 +3%
WRPWM
436
Werba Rubin Papier Wealth Management
California
$619K -$3.98K -55 -0.6%
SWP
437
Stratos Wealth Partners
Ohio
$619K +$134K +1,859 +28%
VCA
438
Verdence Capital Advisors
Maryland
$616K +$616K +8,524 New
GC
439
Grimes & Company
Massachusetts
$614K +$362 +5 +0.1%
SAM
440
Synergy Asset Management
Washington
$596K +$401K +5,544 +206%
CWS
441
Cypress Wealth Services
California
$586K -$267K -3,687 -31%
NWM
442
Northwest Wealth Management
Iowa
$586K +$434 +6 +0.1%
SW
443
StrongBox Wealth
Missouri
$584K +$41.2K +570 +8%
RI
444
Ridgewood Investments
New Jersey
$582K – – –
GLA
445
Good Life Advisors
Pennsylvania
$580K +$580K +8,023 New
CAMG
446
CWA Asset Management Group
Florida
$578K -$42.8K -592 -7%
SRSA
447
S.R. Schill & Associates
Washington
$563K -$31.5K -435 -5%
NG
448
Northstar Group
New York
$560K -$86.8K -1,200 -13%
CAGAS
449
Capital Advisory Group Advisory Services
Minnesota
$558K +$558K +7,723 New
Luther King Capital Management (LKCM)
450
Luther King Capital Management (LKCM)
Texas
$551K -$573K – –
16 17
18
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