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Vanguard Intermediate-Term Bond ETF
BIV

826 hedge funds and large institutions have $11.2B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 381 increasing their positions, 256 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 256

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

2% more funds holding in top 10

Funds holding in top 10: 93 → 95 (+2)

3% more capital invested

Capital invested by funds: $10.9B → $11.2B (+$375M)

1% more funds holding

Funds holding: 818 → 826 (+8)

0.27% more ownership

Funds ownership: 62.14% → 62.41% (+0.27%)

55% less call options, than puts

Call options by funds: $442K | Put options by funds: $989K

Holders
826
Holders Change
+8
Holders Change %
+0.98%
% of All Funds
11.93%
Holding in Top 10
95
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.15%
% of All Funds
1.37%
New
87
Increased
381
Reduced
256
Closed
68
Calls
$442K
Puts
$989K
Net Calls
-$547K
Net Calls Change
-$608K

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$57.2M
2
Bank of America
Bank of America
North Carolina
+$53.5M
3
EWA
EP Wealth Advisors
California
+$44M
4
Goldman Sachs
Goldman Sachs
New York
+$34.1M
5
AWM
Avior Wealth Management
Nebraska
+$23M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$25.5M
2
SFMG
Sage Financial Management Group
Virginia
-$21.4M
3
Truist Financial
Truist Financial
North Carolina
-$17.3M
4
PI
PFG Investments
New York
-$17.3M
5
AAS
Avantax Advisory Services
Texas
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$91.9M +$1.94M +26,095 +2%
Comerica Bank
27
Comerica Bank
Texas
$80M +$3.76M +50,640 +5%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$75.8M +$2.46M +33,106 +3%
AT
29
American Trust
Kentucky
$74.7M +$332K +4,462 +0.4%
US Bancorp
30
US Bancorp
Minnesota
$68.7M -$5.26M -70,717 -7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$65M +$2.05M +27,643 +3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$64.8M -$6.68M -89,857 -9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$62M +$11.4M +153,932 +23%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$61.4M +$5.59M +75,269 +10%
BA
35
BCM Advisors
Louisiana
$59.8M +$1.75M +23,514 +3%
Truist Financial
36
Truist Financial
North Carolina
$59.6M -$17.3M -232,880 -23%
PGFC
37
Peapack-Gladstone Financial Corp
New Jersey
$55M +$10.8M +145,943 +25%
AWA
38
Amplius Wealth Advisors
Pennsylvania
$51.9M +$4.28M +57,541 +9%
BC
39
Brio Consultants
California
$51.5M +$831K +11,189 +2%
RWP
40
Reliant Wealth Planning
Kentucky
$46.5M +$713K +9,591 +2%
WL
41
WIT LLC
District of Columbia
$43.5M – – –
CWM
42
Cranbrook Wealth Management
Michigan
$42.7M +$4.99M +67,176 +13%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$41.1M +$4.96M +66,777 +14%
MML Investors Services
44
MML Investors Services
Massachusetts
$40.9M +$1.42M +19,156 +4%
RJA
45
Raymond James & Associates
Florida
$40M +$4.24M +57,113 +12%
Cerity Partners
46
Cerity Partners
New York
$39.4M +$2.91M +39,115 +8%
VFP
47
Verus Financial Partners
Virginia
$38.8M +$303K +4,073 +0.8%
BPWM
48
Badgley Phelps Wealth Managers
Washington
$38.3M +$485K +6,529 +1%
MWM
49
Modera Wealth Management
New Jersey
$36.6M +$7.69M +103,461 +27%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$36.4M +$1.63M +21,957 +4%
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BIV Hedge Fund Activity: Q2 2024 in Review

826 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2024, worth a combined $11.2B — up 3.5% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BIV positions and 68 closed out — a net gain of 19 holders — while 381 added to existing stakes and 256 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $57.2M. The largest seller was Wells Fargo, cutting an estimated $25.5M.

  • 826 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2024, up from 818 in Q1 2024.
  • Funds reported $11.2B of Vanguard Intermediate-Term Bond ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 87 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2024 and 68 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $57.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2024 was Wells Fargo, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2024.