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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

720 hedge funds and large institutions have $9.58B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 321 increasing their positions, 231 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+20
Holders Change %
+2.86%
% of All Funds
11.35%
Holding in Top 10
71
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.94%
% of All Funds
1.12%
New
65
Increased
321
Reduced
231
Closed
42
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$702K

Top Buyers

1
MG
Mather Group
Illinois
+$173M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$104M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$84.9M
4
Wells Fargo
Wells Fargo
California
+$58.2M
5
Morgan Stanley
Morgan Stanley
New York
+$36.9M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$59.1M
2
Jane Street
Jane Street
New York
-$16.1M
3
SFMG
Sage Financial Management Group
Virginia
-$12.2M
4
GFG
Greystone Financial Group
Michigan
-$7.7M
5
CSPAM
Cary Street Partners Asset Management
Virginia
-$6.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
451
Biltmore Family Office
North Carolina
$543K -$2.15M -28,643 -80%
MJB
452
Mark J. Bradley
$538K -$670K -8,901 -55%
CBOR
453
Community Bank of Raymore
Missouri
$530K – – –
CHA
454
Carmichael Hill & Associates
Maryland
$522K -$63.8K -848 -11%
MJRIC
455
Mogy Joel R Investment Counsel
California
$517K – – –
AA
456
Ancora Advisors
Ohio
$515K -$46.1K -613 -8%
MWM
457
Meridian Wealth Management
Kentucky
$507K -$2.26K -30 -0.4%
SWP
458
Stratos Wealth Partners
Ohio
$504K +$129K +1,709 +34%
KAM
459
Kraft Asset Management
Tennessee
$503K – – –
BONH
460
Bank of New Hampshire
New Hampshire
$502K -$16.7K -222 -3%
AAG
461
Armstrong Advisory Group
Massachusetts
$499K -$216K -2,873 -30%
LSIA
462
LaSalle St. Investment Advisors
Illinois
$499K -$6.99K -93 -1%
CIAS
463
CFS Investment Advisory Services
New Jersey
$499K +$499K +6,634 New
BWM
464
Boyd Wealth Management
California
$499K -$83.3K -1,107 -14%
APWM
465
Argonautica Private Wealth Management
Massachusetts
$497K -$1.28K -17 -0.3%
MFS
466
Madrona Financial Services
Washington
$496K +$496K +6,599 New
IWM
467
IHT Wealth Management
Illinois
$483K -$27.8K -369 -5%
AFG
468
Atomi Financial Group
New York
$482K -$17.9K -238 -4%
GFPC
469
Global Financial Private Client
Florida
$479K -$2.99K -40 -0.6%
CAG
470
Compass Advisory Group
New York
$479K +$3.99K +53 +0.8%
WB
471
WesBanco Bank
West Virginia
$473K -$6.08K -81 -1%
BC
472
Barrett & Company
Rhode Island
$469K +$2.56K +34 +0.5%
NB
473
NBT Bank
New York
$466K – – –
ZF
474
Zhang Financial
Michigan
$466K +$8.01K +107 +2%
RPG
475
Resource Planning Group
Georgia
$461K -$294K -3,907 -39%
17 18
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