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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
RL
426
Retireful LLC
Michigan
$1.44M +$1.42M +18,808 New
BBW
427
Blue Barn Wealth
Utah
$1.43M -$4.6K -61 -0.3%
NSG
428
Nalls Sherbakoff Group
Tennessee
$1.43M +$1.41M +18,703 New
LFA
429
Level Financial Advisors
New York
$1.42M -$109K -1,446 -7%
PFG
430
PAX Financial Group
Texas
$1.42M -$182K -2,410 -12%
BB
431
Busey Bank
Illinois
$1.41M +$1.21K +16 +0.1%
ES
432
Eagle Strategies
New York
$1.4M +$89.3K +1,184 +7%
EH
433
Equitable Holdings
New York
$1.39M -$170K -2,258 -11%
PSA
434
Plum Street Advisors
Louisiana
$1.38M -$70.6K -936 -5%
HIMC
435
Heritage Investors Management Corp
Maryland
$1.38M -$388K -5,137 -22%
PIFP
436
Partners in Financial Planning
Virginia
$1.36M -$72.3K -959 -5%
AWM
437
Axxcess Wealth Management
California
$1.35M +$178K +2,355 +15%
RIL
438
Rothschild Investment LLC
Illinois
$1.33M
AC
439
Apella Capital
Connecticut
$1.29M -$31.8K -421 -2%
CCM
440
Coldstream Capital Management
Washington
$1.26M +$16K +212 +1%
FRA
441
Frank Rimerman Advisors
California
$1.25M
PFGIA
442
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M -$54.9K -728 -4%
CTC
443
Central Trust Company
Missouri
$1.25M -$362K -4,805 -23%
SCM
444
Spring Capital Management
Texas
$1.24M +$1.22M +16,218 New
FPWM
445
Five Pine Wealth Management
Idaho
$1.24M -$36.8K -488 -3%
SAG
446
SageView Advisory Group
California
$1.23M -$1.71M -22,615 -58%
LWM
447
Lighthouse Wealth Management
Ohio
$1.23M -$104K -1,381 -8%
SAM
448
Synergy Asset Management
Washington
$1.23M -$417K -5,525 -26%
RFC
449
Regions Financial Corp
Alabama
$1.22M -$1.66M -22,023 -58%
FPWM
450
FSB Premier Wealth Management
Iowa
$1.22M -$53.6K -711 -4%

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.