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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

814 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, 388 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
-5
Holders Change %
-0.61%
% of All Funds
11.8%
Holding in Top 10
93
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
64
Increased
388
Reduced
255
Closed
55
Calls
$400K
Puts
$339K
Net Calls
+$61K
Net Calls Change
-$283K

Top Buyers

1
TLFA
True Link Financial Advisors
California
$204M
2
EWA
EP Wealth Advisors
California
$121M
3
VFP
Verus Financial Partners
Virginia
$38.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$210M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$63.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$379M
2
Goldman Sachs
Goldman Sachs
New York
$618M
3
Bank of America
Bank of America
North Carolina
$420M
4
Osaic Holdings
Osaic Holdings
Arizona
$110M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$895K -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 +$36.7M +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 +$474K +6,461 +0.9%
BC
35
Brio Consultants
California
$51.1M +$4.46M +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 -$33.1M -443,082 -47%
Cerity Partners
46
Cerity Partners
New York
$36.3M +$6.2M +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 +$2.38M +34,230 +7%
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