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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
AWE
476
Avidian Wealth Enterprises
Texas
$991K +$20.8K +276 +2%
PFG
477
Pacific Financial Group
Washington
$987K +$58.8K +780 +6%
PTP
478
Platform Technology Partners
New York
$984K -$252K -3,344 -21%
Luther King Capital Management (LKCM)
479
Luther King Capital Management (LKCM)
Texas
$974K
CFG
480
Citizens Financial Group
Rhode Island
$970K -$401K -5,321 -30%
CCB
481
Country Club Bank
Missouri
$964K +$2.41K +32 +0.3%
TWA
482
TCI Wealth Advisors
Arizona
$959K +$434K +5,748 +85%
KWA
483
Kondo Wealth Advisors
California
$945K +$24.4K +324 +3%
CMP
484
Courage Miller Partners
Virginia
$943K +$151 +2 +0%
NS
485
NBC Securities
Alabama
$912K +$898K +11,908 +108,255%
GS
486
GWN Securities
Florida
$910K +$557K +7,384 +163%
SCA
487
Stokes Capital Advisors
South Carolina
$908K -$73.9K -980 -8%
WS
488
Wedbush Securities
California
$907K +$41.4K +549 +5%
EAM
489
Evanson Asset Management
California
$906K +$2.26K +30 +0.3%
PFC
490
Poplar Forest Capital
California
$903K
I
491
InvesTrust
Oklahoma
$893K
MWM
492
Mascagni Wealth Management
Mississippi
$893K
OFP
493
OLIO Financial Planning
Virginia
$886K -$3.51M -46,482 -80%
FMI
494
F/M Investments
District of Columbia
$879K +$105K +1,395 +14%
VNIM
495
Vaughan Nelson Investment Management
Texas
$879K +$67.5K +895 +8%
SFS
496
Security Financial Services
Indiana
$879K +$29.1K +386 +3%
OC
497
Oppenheimer & Co
New York
$868K +$61K +809 +8%
Invesco
498
Invesco
Georgia
$865K +$13.4K +177 +2%
FWP
499
Family Wealth Partners
North Carolina
$857K +$2.34K +31 +0.3%
PWM
500
PBMares Wealth Management
Virginia
$855K -$3.17K -42 -0.4%

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.