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Vanguard Intermediate-Term Bond ETF

921 hedge funds and large institutions have $14.4B invested in Vanguard Intermediate-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 428 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $659K | Put options by funds: $459K

40% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 306

5% more funds holding in top 10

Funds holding in top 10: 102107 (+5)

1.3% more ownership

Funds ownership: 63.03%64.33% (+1.3%)

6% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 66

3% more capital invested

Capital invested by funds: $14B → $14.4B (+$353M)

1% less funds holding

Funds holding: 932921 (-11)

Holders
921
Holders Change
-11
Holders Change %
-1.18%
% of All Funds
12.35%
Holding in Top 10
107
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.9%
% of All Funds
1.43%
New
70
Increased
428
Reduced
306
Closed
66
Calls
$659K
Puts
$459K
Net Calls
+$200K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$114M +$24.5M +324,220 +28%
DDSF
27
Diana Davis Spencer Foundation
Maryland
$109M
Bank of New York Mellon
28
Bank of New York Mellon
New York
$102M +$655K +8,683 +0.7%
EA
29
Efficient Advisors
Ohio
$98.3M +$193K +2,556 +0.2%
Comerica Bank
30
Comerica Bank
Texas
$96.3M +$2.11M +27,930 +2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$90.7M +$12.8M +169,671 +17%
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$80.8M +$8.23M +109,126 +12%
Truist Financial
33
Truist Financial
North Carolina
$73.2M +$3.11M +41,241 +5%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$73.1M +$3.34M +44,294 +5%
US Bancorp
35
US Bancorp
Minnesota
$69.3M -$963K -12,767 -1%
WL
36
WIT LLC
District of Columbia
$68.6M +$9.71M +128,679 +18%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$67.7M +$2.35M +31,118 +4%
BA
38
BCM Advisors
Louisiana
$65.6M -$2.82M -37,440 -4%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$62.2M +$58.3M +772,609 +1,961%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$62.1M +$7.53M +99,804 +14%
Cerity Partners
41
Cerity Partners
New York
$60.7M +$5.76M +76,370 +11%
GWM
42
Geneos Wealth Management
Colorado
$54.3M +$27.2M +360,820 +104%
Vanguard Group
43
Vanguard Group
Pennsylvania
$53.8M +$5.31M +70,397 +11%
RWP
44
Reliant Wealth Planning
Kentucky
$51.7M +$1.27M +16,848 +3%
SFMG
45
Sage Financial Management Group
Virginia
$51.6M +$2.61M +34,617 +5%
ZF
46
Zhang Financial
Michigan
$50.6M +$36.1M +479,115 +264%
CWM
47
Cranbrook Wealth Management
Michigan
$50.2M +$1.56M +20,682 +3%
FIC
48
Family Investment Center
Missouri
$50M +$28.9M +383,368 +142%
MML Investors Services
49
MML Investors Services
Massachusetts
$46.9M +$2.72M +36,111 +6%
FF
50
Francis Financial
$44M +$3.53M +46,856 +9%

BIV Hedge Fund Activity: Q1 2025 in Review

921 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2025, worth a combined $14.4B — up 2.5% from $14B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BIV positions and 66 closed out — a net gain of 4 holders — while 428 added to existing stakes and 306 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $392M. The largest seller was American Trust, exiting entirely with an estimated $69.2M sold.

  • 921 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2025, down from 932 in Q4 2024.
  • Funds reported $14.4B of Vanguard Intermediate-Term Bond ETF stock for Q1 2025, up 2.5% quarter-over-quarter.
  • 70 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2025 and 66 closed out, a net change of +4 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $392M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2025 was American Trust, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2025.