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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
IF
501
Integrity Financial
Wyoming
$849K -$14K -185 -2%
RWP
502
RWA Wealth Partners
Massachusetts
$846K +$137K +1,821 +20%
SMI
503
Shelter Mutual Insurance
Missouri
$835K
FT
504
Fiduciary Trust
Massachusetts
$832K
GJIA
505
Glass Jacobson Investment Advisors
Maryland
$831K
BCM
506
Becker Capital Management
Oregon
$829K
TWC
507
TD Waterhouse Canada
Ontario, Canada
$824K +$10.4K +138 +1%
FCB
508
First County Bank
Connecticut
$812K +$172K +2,284 +27%
Nisa Investment Advisors
509
Nisa Investment Advisors
Missouri
$801K -$77.7K -1,030 -9%
CIA
510
Capital Investment Advisors
Georgia
$794K +$111K +1,474 +17%
OWA
511
Outlook Wealth Advisors
Texas
$792K -$36.8K -488 -5%
Fisher Asset Management
512
Fisher Asset Management
Washington
$786K +$441K +5,843 +132%
CT
513
Caldwell Trust
Florida
$786K
EFG
514
Elios Financial Group
Ohio
$784K -$44.1K -584 -5%
WFA
515
Websterrogers Financial Advisors
South Carolina
$779K -$252K -3,337 -25%
FWIA
516
Fort Washington Investment Advisors
Ohio
$779K
RIG
517
Ramiah Investment Group
Wisconsin
$776K -$231K -3,067 -23%
PAG
518
Powers Advisory Group
Illinois
$774K +$93.4K +1,238 +14%
KA
519
Kovack Advisors
Florida
$774K -$136K -1,805 -15%
ATS
520
Ashton Thomas Securities
New York
$771K +$5.81K +77 +0.8%
WF
521
Welch & Forbes
Massachusetts
$768K -$4.75K -63 -0.6%
DFG
522
Delta Financial Group
New Jersey
$760K +$48.1K +638 +7%
MW
523
Maia Wealth
Colorado
$757K +$129K +1,707 +21%
WJWM
524
Williams Jones Wealth Management
New York
$752K -$456K -6,050 -38%
AWP
525
Abacus Wealth Partners
California
$747K +$4.98K +66 +0.7%

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.