BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

686 hedge funds and large institutions have $8.04B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+32
Holders Change %
+4.89%
% of All Funds
11.07%
Holding in Top 10
70
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.9%
% of All Funds
1.13%
New
106
Increased
224
Reduced
266
Closed
58
Calls
$282K
Puts
–
Net Calls
+$282K
Net Calls Change
-$12K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$467M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$370M
3
UBS Group
UBS Group
Switzerland
$95.5M
4
Morgan Stanley
Morgan Stanley
New York
$328M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$34M

Top Sellers

1
EA
Efficient Advisors
Ohio
$2.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$114M
3
Jane Street
Jane Street
New York
$0
4
AT
American Trust
Kentucky
$219K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
526
Dearborn Partners
Illinois
$272K – – –
CFFP
527
Center for Financial Planning
Michigan
$271K – – –
MSFS
528
Main Street Financial Solutions
Pennsylvania
$270K -$100K -1,349 -27%
MCM
529
Mill Capital Management
North Carolina
$270K – – –
LGA
530
Lebenthal Global Advisors
New York
$269K +$1.19K +16 +0.4%
SAM
531
S.A. Mason
Michigan
$265K -$182K -2,445 -41%
MA
532
MKT Advisors
California
$261K -$60.5K -793 -19%
SB
533
Strategic Blueprint
Georgia
$260K -$42.9K -577 -14%
PCG
534
Prosperity Consulting Group
Maryland
$255K -$28.6K -385 -10%
SF
535
Symphony Financial
Texas
$255K -$9.92K -132 -4%
SPIA
536
Steward Partners Investment Advisory
New York
$255K -$28.4K -382 -10%
WAM
537
Walker Asset Management
Missouri
$251K – – –
HAG
538
HF Advisory Group
Maryland
$250K +$250K +3,366 New
WIP
539
WealthCare Investment Partners
Rhode Island
$250K -$69.8K -939 -22%
RPWA
540
Regent Peak Wealth Advisors
Georgia
$250K -$132K -1,771 -35%
TNBTD
541
Trustmark National Bank Trust Department
Mississippi
$247K +$247K +3,322 New
FWM
542
Focused Wealth Management
New York
$247K -$7.14K -96 -3%
OIA
543
Optimum Investment Advisors
Illinois
$245K – – –
LIM
544
Leavell Investment Management
Alabama
$245K -$74.2K -1,000 -23%
MWA
545
Martel Wealth Advisors
Washington
$243K +$2.08K +28 +0.9%
EP
546
Eudaimonia Partners
Tennessee
$242K -$892 -12 -0.4%
VAS
547
Vestmark Advisory Solutions
Massachusetts
$242K +$242K +3,251 New
BCM
548
Brookmont Capital Management
Texas
$241K -$3.27K -44 -1%
HHRDM
549
H&H Retirement Design & Management
Nevada
$241K -$31.4K -410 -12%
IF
550
Insight Folios
North Carolina
$238K -$159K -2,141 -40%
20 21
22
23 24