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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

924 hedge funds and large institutions have $14B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 444 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+74
Holders Change %
+8.71%
% of All Funds
12.3%
Holding in Top 10
101
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.88%
% of All Funds
1.34%
New
136
Increased
444
Reduced
250
Closed
43
Calls
$329K
Puts
–
Net Calls
+$329K
Net Calls Change
+$4.18M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$338M
2
EWA
EP Wealth Advisors
California
+$115M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$99.8M
4
WL
WIT LLC
District of Columbia
+$53.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$51.9M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
-$46M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$40.1M
3
OFP
OLIO Financial Planning
Virginia
-$22M
4
JSA
Jacobson & Schmitt Advisors
Wisconsin
-$17.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSA
426
Plum Street Advisors
Louisiana
$1.42M -$51.6K -690 -4%
WAG
427
Wheelhouse Advisory Group
Missouri
$1.41M -$91.7K -1,227 -6%
BBW
428
Blue Barn Wealth
Utah
$1.4M -$130K -1,740 -8%
PIFP
429
Partners in Financial Planning
Virginia
$1.4M +$17.1K +229 +1%
HNB
430
Huntington National Bank
Ohio
$1.39M -$1.48M – –
BB
431
Busey Bank
Illinois
$1.37M -$187K -2,500 -12%
CFG
432
Citizens Financial Group
Rhode Island
$1.34M +$935K +12,511 +228%
BFG
433
Bleakley Financial Group
New Jersey
$1.34M +$64.9K +868 +5%
IAA
434
Independent Advisor Alliance
North Carolina
$1.33M +$1.33M +17,850 New
RIL
435
Rothschild Investment LLC
Illinois
$1.3M +$51.2K +685 +4%
LWM
436
Lighthouse Wealth Management
Ohio
$1.3M +$1.3M +17,420 New
AC
437
Apella Capital
Connecticut
$1.3M -$80.9K -1,082 -6%
MWP
438
MYCIO Wealth Partners
Pennsylvania
$1.28M +$173K +2,311 +16%
ES
439
Eagle Strategies
New York
$1.28M +$1.28M +17,127 New
PFGIA
440
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$28.5K +382 +2%
GWS
441
Greykasell Wealth Strategies
California
$1.26M +$1.26M +16,879 New
DWM
442
Dopkins Wealth Management
New York
$1.26M +$1.04M +13,906 +471%
QPW
443
Quantum Private Wealth
Florida
$1.26M – – –
FPWM
444
FSB Premier Wealth Management
Iowa
$1.25M -$33.4K -447 -3%
FPWM
445
Five Pine Wealth Management
Idaho
$1.24M +$1.24M +16,654 New
EIP
446
Easterly Investment Partners
Massachusetts
$1.24M -$9.34K -125 -0.7%
FFP
447
FourThought Financial Partners
Florida
$1.24M -$448 -6 -0%
FRA
448
Frank Rimerman Advisors
California
$1.22M +$568K +7,596 +86%
CCM
449
Coldstream Capital Management
Washington
$1.22M +$64.6K +865 +6%
MPIA
450
Mountain Pacific Investment Advisers
Idaho
$1.21M -$82.9K -1,109 -6%
16 17
18
19 20