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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

819 hedge funds and large institutions have $11.4B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 312 increasing their positions, 292 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+102
Holders Change %
+14.23%
% of All Funds
12.01%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.36%
New
150
Increased
312
Reduced
292
Closed
41
Calls
$344K
Puts
–
Net Calls
+$344K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$523M
2
Morgan Stanley
Morgan Stanley
New York
+$406M
3
Bank of America
Bank of America
North Carolina
+$124M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$70.7M
5
TLFA
True Link Financial Advisors
California
+$53.9M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$167M
2
LWM
Liberty Wealth Management
California
-$144M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$112M
4
MFG
Merit Financial Group
Georgia
-$70.9M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
-$61.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
476
Foundations Investment Advisors
Arizona
$746K +$520K +6,785 +230%
SWP
477
Stratos Wealth Partners
Ohio
$746K +$92.3K +1,208 +14%
GRP
478
Global Retirement Partners
California
$725K +$6.52K +86 +0.9%
RA
479
RFG Advisory
Alabama
$725K -$14.2K -186 -2%
OC
480
Oppenheimer & Co
New York
$721K +$450K +5,896 +167%
M
481
MOTCO
Texas
$719K +$1.3K +17 +0.2%
CCM
482
Crabel Capital Management
California
$712K +$712K +9,327 New
MWM
483
Maripau Wealth Management
Indiana
$697K -$23.3K -305 -3%
RI
484
Ridgewood Investments
New Jersey
$695K +$79.3K +1,038 +13%
SAW
485
Signal Advisors Wealth
Michigan
$693K +$693K +9,075 New
LT
486
Legacy Trust
Michigan
$681K -$101K -1,325 -13%
PAG
487
Powers Advisory Group
Illinois
$678K -$117K -1,532 -15%
FRA
488
Frank Rimerman Advisors
California
$671K +$384K +5,024 +134%
KA
489
Kovack Advisors
Florida
$667K +$2.52K +33 +0.4%
WIA
490
World Investment Advisors
California
$665K -$381K -4,985 -36%
VCA
491
Verdence Capital Advisors
Maryland
$648K -$3.13K -41 -0.5%
CMBA
492
C.M. Bidwell & Associates
Hawaii
$643K +$287K +3,754 +81%
MW
493
Marcum Wealth
Ohio
$642K -$111K -1,451 -15%
DFG
494
Delta Financial Group
New Jersey
$640K +$208K +2,723 +48%
National Bank of Canada
495
National Bank of Canada
Quebec, Canada
$635K +$511K +6,750 +414%
SPIA
496
Steward Partners Investment Advisory
New York
$634K +$251K +3,280 +65%
TFP
497
Traction Financial Partners
Wyoming
$631K +$631K +8,267 New
EFG
498
Everhart Financial Group
Ohio
$624K -$416K -5,444 -40%
AWA
499
Arbor Wealth Advisors
Michigan
$617K +$617K +8,072 New
PPA
500
Painted Porch Advisors
California
$608K +$608K +7,960 New
18 19
20
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