BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

700 hedge funds and large institutions have $8.69B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 292 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+14
Holders Change %
+2.04%
% of All Funds
11.2%
Holding in Top 10
64
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.57%
% of All Funds
1.02%
New
67
Increased
292
Reduced
255
Closed
39
Calls
$207K
Puts
$668K
Net Calls
-$461K
Net Calls Change
-$743K

Top Buyers

1
EA
Efficient Advisors
Ohio
+$98M
2
AT
American Trust
Kentucky
+$73.5M
3
RIA
Retirement Investment Advisors
Oklahoma
+$47.1M
4
LPL Financial
LPL Financial
California
+$41M
5
Bank of America
Bank of America
North Carolina
+$38.8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$32.5M
2
BC
Burney Company
Virginia
-$27.6M
3
EC
Estate Counselors
Wisconsin
-$20.6M
4
GC
Grimes & Company
Massachusetts
-$18.6M
5
AA
Atmos Advisory
Pennsylvania
-$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
526
Loudon Investment Management
New Hampshire
$285K – – –
MECA
527
Miller Equity Capital Advisors
Texas
$282K – – –
DP
528
Dearborn Partners
Illinois
$280K – – –
CFFP
529
Center for Financial Planning
Michigan
$280K – – –
JIP
530
Jaffetilchin Investment Partners
Florida
$278K -$46.2K -602 -14%
MSFS
531
Main Street Financial Solutions
Pennsylvania
$278K -$691 -9 -0.2%
PCG
532
Prosperity Consulting Group
Maryland
$276K +$12.8K +167 +5%
RFN
533
Redwood Financial Network
Ohio
$276K -$14.5K -189 -5%
SAM
534
S.A. Mason
Michigan
$274K – – –
TCA
535
Transcend Capital Advisors
New Jersey
$272K +$33.1K +431 +14%
MCC
536
Money Concepts Capital
Florida
$272K +$109K +10,477 +67%
SLG
537
Stanley-Laman Group
Pennsylvania
$271K +$43.9K +547 +19%
MA
538
MKT Advisors
California
$265K – – –
HWM
539
Hohimer Wealth Management
Washington
$262K +$262K +3,409 New
HAG
540
HF Advisory Group
Maryland
$260K +$1.46K +19 +0.6%
LWM
541
Liberty Wealth Management
California
$259K +$259K +3,381 New
WAM
542
Walker Asset Management
Missouri
$259K – – –
SWP
543
Strategic Wealth Partners
Ohio
$258K -$149K -1,940 -37%
SS
544
Sunbelt Securities
Texas
$258K -$32.4K -424 -11%
RPWA
545
Regent Peak Wealth Advisors
Georgia
$258K – – –
FIA
546
Foundations Investment Advisors
Arizona
$257K -$59.8K -779 -19%
SF
547
Symphony Financial
Texas
$256K -$2.75K -36 -1%
TNBTD
548
Trustmark National Bank Trust Department
Mississippi
$255K – – –
LIM
549
Leavell Investment Management
Alabama
$253K – – –
MWA
550
Martel Wealth Advisors
Washington
$252K +$1.15K +15 +0.5%
20 21
22
23 24