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Vanguard Intermediate-Term Bond ETF
BIV

724 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 66 funds opening new positions, 323 increasing their positions, 232 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 42

39% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 232

11% more funds holding in top 10

Funds holding in top 10: 64 → 71 (+7)

10% more capital invested

Capital invested by funds: $8.69B → $9.58B (+$891M)

3% more funds holding

Funds holding: 703 → 724 (+21)

0.05% less ownership

Funds ownership: 62.91% → 62.86% (-0.05%)

Holders
724
Holders Change
+21
Holders Change %
+2.99%
% of All Funds
11.37%
Holding in Top 10
71
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.94%
% of All Funds
1.11%
New
66
Increased
323
Reduced
232
Closed
42
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$702K

Top Buyers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
+$175M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$105M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$86M
4
Wells Fargo
Wells Fargo
California
+$59M
5
Morgan Stanley
Morgan Stanley
New York
+$37.4M

Top Sellers

Rank Fund Capital Flow
1
SWG
Summit Wealth Group
Vermont
-$59.8M
2
Jane Street
Jane Street
New York
-$16.1M
3
SFMG
Sage Financial Management Group
Virginia
-$12.2M
4
GFG
Greystone Financial Group
Michigan
-$7.79M
5
CSPAM
Cary Street Partners Asset Management
Virginia
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
AT
26
American Trust
Kentucky
$70.3M -$1.57M -20,590 -2%
TF
27
TIAA FSB
Florida
$65.8M +$21.3M +280,249 +47%
MFG
28
Merit Financial Group
Georgia
$65.1M +$7.06M +92,671 +12%
US Bancorp
29
US Bancorp
Minnesota
$57.8M +$2.13M +27,982 +4%
BA
30
BCM Advisors
Louisiana
$49.4M +$710K +9,316 +1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$49.2M +$1.06M +13,872 +2%
TLFA
32
True Link Financial Advisors
California
$40.6M +$17.7M +232,033 +75%
BC
33
Brio Consultants
California
$39.5M +$2.22M +29,150 +6%
CS
34
Comerica Securities
Michigan
$38.6M -$1.08M -14,137 -3%
HighTower Advisors
35
HighTower Advisors
Illinois
$37.4M -$2.4M -31,520 -6%
BPWM
36
Badgley Phelps Wealth Managers
Washington
$36.7M +$512K +6,720 +1%
CCFCSB
37
Cape Cod Five Cents Savings Bank
Massachusetts
$35.8M +$1.88M +24,727 +5%
KMWM
38
Keudell/Morrison Wealth Management
Oregon
$35.4M +$1.36M +17,849 +4%
FPTW
39
Franklin, Parlapiano, Turner & Welch
Texas
$34.2M +$949K +12,463 +3%
CFS
40
Cannon Financial Strategists
Georgia
$34.2M +$1.3M +17,070 +4%
Stifel Financial
41
Stifel Financial
Missouri
$33.5M +$6.33M +83,174 +23%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$33.2M +$10.9M +143,558 +48%
MML Investors Services
43
MML Investors Services
Massachusetts
$32.7M +$2.95M +38,771 +10%
APW
44
Austin Private Wealth
Texas
$32.4M +$1.41M +18,471 +4%
SHGA
45
Sand Hill Global Advisors
California
$31.7M +$2.32M +30,450 +8%
WP
46
WealthSource Partners
California
$31.6M +$4.59M +60,320 +17%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$31M +$2.37M +31,150 +8%
BWA
48
Burt Wealth Advisors
Maryland
$30.9M +$1.84M +24,096 +6%
MWM
49
Modera Wealth Management
New Jersey
$30.4M +$1.54M +20,263 +5%
CWM
50
Cranbrook Wealth Management
Michigan
$29.6M +$2.37M +31,134 +9%
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BIV Hedge Fund Activity: Q2 2023 in Review

724 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2023, worth a combined $9.58B — up 10% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BIV positions and 42 closed out — a net gain of 24 holders — while 323 added to existing stakes and 232 trimmed.

The largest buyer was Mather Group, adding an estimated $175M. The largest seller was Summit Wealth Group, cutting an estimated $59.8M.

  • 724 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2023, up from 703 in Q1 2023.
  • Funds reported $9.58B of Vanguard Intermediate-Term Bond ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 66 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2023 and 42 closed out, a net change of +24 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2023 was Mather Group, an estimated $175M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2023 was Summit Wealth Group, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2023.