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Vanguard Intermediate-Term Bond ETF
BIV

818 hedge funds and large institutions have $10.9B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 390 increasing their positions, 256 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 256

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

18% more call options, than puts

Call options by funds: $400K | Put options by funds: $339K

0% more funds holding in top 10

Funds holding in top 10: 93 → 93 (0)

0% less funds holding

Funds holding: 822 → 818 (-4)

5% less capital invested

Capital invested by funds: $11.4B → $10.9B (-$553M)

6.03% less ownership

Funds ownership: 68.17% → 62.14% (-6%)

Holders
818
Holders Change
-4
Holders Change %
-0.49%
% of All Funds
11.78%
Holding in Top 10
93
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.34%
New
64
Increased
390
Reduced
256
Closed
54
Calls
$400K
Puts
$339K
Net Calls
+$61K
Net Calls Change
-$283K

Top Buyers

Rank Fund Capital Flow
1
TLFA
True Link Financial Advisors
California
+$53.8M
2
EWA
EP Wealth Advisors
California
+$39.3M
3
VFP
Verus Financial Partners
Virginia
+$37.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$37.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$399M
2
Goldman Sachs
Goldman Sachs
New York
-$290M
3
Bank of America
Bank of America
North Carolina
-$114M
4
Osaic Holdings
Osaic Holdings
Arizona
-$52.6M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$33.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$77.6M +$5.61M +74,443 +8%
Comerica Bank
27
Comerica Bank
Texas
$76.8M +$8.16M +108,214 +12%
AT
28
American Trust
Kentucky
$74.9M +$5.05K +67 +0%
US Bancorp
29
US Bancorp
Minnesota
$74.5M -$894K -11,866 -1%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$73.9M +$3.67M +48,695 +5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$72M +$346K +4,586 +0.5%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$63.3M +$36.6M +486,228 +138%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$56.2M +$3.52M +46,746 +7%
BA
34
BCM Advisors
Louisiana
$55.5M +$487K +6,461 +0.9%
BC
35
Brio Consultants
California
$51.1M +$4.45M +59,091 +10%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$50.9M +$8.9M +118,062 +21%
AWA
37
Amplius Wealth Advisors
Pennsylvania
$47.9M -$2.57M -34,057 -5%
RWP
38
Reliant Wealth Planning
Kentucky
$46.1M +$5.68M +75,343 +14%
PGFC
39
Peapack-Gladstone Financial Corp
New Jersey
$44.3M +$7.79M +103,305 +21%
BC
40
Burney Company
Virginia
$39.9M +$23.5M +311,404 +143%
MML Investors Services
41
MML Investors Services
Massachusetts
$39.7M +$446K +5,919 +1%
VFP
42
Verus Financial Partners
Virginia
$38.8M +$37.8M +501,411 +3,946%
BPWM
43
Badgley Phelps Wealth Managers
Washington
$38.1M +$899K +11,923 +2%
CWM
44
Cranbrook Wealth Management
Michigan
$37.9M +$3.46M +45,925 +10%
BCMIO
45
Beacon Capital Management Inc (Ohio)
Ohio
$37M -$33.4M -443,082 -47%
Cerity Partners
46
Cerity Partners
New York
$36.3M +$6.26M +83,112 +21%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$36.1M +$2.97M +39,355 +9%
RJA
48
Raymond James & Associates
Florida
$36M +$5.87M +77,917 +20%
FPTW
49
Franklin, Parlapiano, Turner & Welch
Texas
$35M +$110K +1,462 +0.3%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$35M +$2.58M +34,230 +7%
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BIV Hedge Fund Activity: Q1 2024 in Review

818 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2024, worth a combined $10.9B — down 4.8% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new BIV positions and 54 closed out — a net gain of 10 holders — while 390 added to existing stakes and 256 trimmed.

The largest buyer was True Link Financial Advisors, adding an estimated $53.8M. The largest seller was Morgan Stanley, cutting an estimated $399M.

  • 818 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2024, down from 822 in Q4 2023.
  • Funds reported $10.9B of Vanguard Intermediate-Term Bond ETF stock for Q1 2024, down 4.8% quarter-over-quarter.
  • 64 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2024 and 54 closed out, a net change of +10 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2024 was True Link Financial Advisors, an estimated $53.8M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $399M sold.

Based on aggregated 13F filings for Q1 2024.