BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

717 hedge funds and large institutions have $9.63B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 309 increasing their positions, 244 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.43%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.16%
New
78
Increased
309
Reduced
244
Closed
70
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
-$39K

Top Buyers

1
Comerica Bank
Comerica Bank
Texas
+$76.9M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$68M
3
Wells Fargo
Wells Fargo
California
+$53.7M
4
TLFA
True Link Financial Advisors
California
+$53.5M
5
RIA
Retirement Investment Advisors
Oklahoma
+$42.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$244M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$99.9M
3
UCFA
United Capital Financial Advisors
Texas
-$59.9M
4
Bank of America
Bank of America
North Carolina
-$32M
5
OCM
One Capital Management
California
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
476
Compass Advisory Group
New York
$462K +$1.88K +26 +0.4%
WB
477
WesBanco Bank
West Virginia
$457K +$1.66K +23 +0.4%
BONH
478
Bank of New Hampshire
New Hampshire
$454K -$28.3K -392 -6%
KFS
479
Kelly Financial Services
Massachusetts
$454K -$162K -2,242 -26%
HWM
480
HB Wealth Management
Georgia
$453K +$242K +3,342 +114%
BC
481
Barrett & Company
Rhode Island
$452K +$651 +9 +0.1%
CSPAM
482
Cary Street Partners Asset Management
Virginia
$448K +$397K +40,225 +778%
PW
483
Peninsula Wealth
California
$434K – – –
LAM
484
LifePro Asset Management
California
$433K +$433K +5,994 New
RCM
485
Radnor Capital Management
Pennsylvania
$427K +$427K +5,912 New
RPG
486
Resource Planning Group
Georgia
$426K -$17.1K -237 -4%
GFPC
487
Global Financial Private Client
Florida
$419K -$39.9K -557 -9%
DFG
488
Delta Financial Group
New Jersey
$409K +$409K +5,656 New
HGWM
489
Horst & Graben Wealth Management
Oregon
$408K +$217 +3 +0.1%
ALWM
490
Andrews Lucia Wealth Management
California
$402K +$289 +4 +0.1%
SWM
491
Stockman Wealth Management
Montana
$401K -$7.74K -107 -2%
CD
492
Chapin Davis
Maryland
$400K -$144K -1,989 -26%
EL
493
EWA LLC
Pennsylvania
$399K +$5.56K +77 +1%
TSS
494
Two Sigma Securities
New York
$399K +$399K +5,512 New
IA
495
IFG Advisory
Georgia
$398K +$398K +5,504 New
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$397K -$576K -7,972 -59%
PCM
497
Parsons Capital Management
Rhode Island
$393K -$3.25K -45 -0.8%
AFG
498
Atomi Financial Group
New York
$393K -$70.1K -970 -15%
RIM
499
Redwood Investment Management
Arizona
$391K +$391K +5,406 New
9WM
500
9258 Wealth Management
Ohio
$389K – – –
18 19
20
21 22