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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

814 hedge funds and large institutions have $10.9B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 388 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
-5
Holders Change %
-0.61%
% of All Funds
11.8%
Holding in Top 10
93
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
64
Increased
388
Reduced
255
Closed
55
Calls
$400K
Puts
$339K
Net Calls
+$61K
Net Calls Change
-$283K

Top Buyers

1
TLFA
True Link Financial Advisors
California
+$53.8M
2
EWA
EP Wealth Advisors
California
+$39.3M
3
VFP
Verus Financial Partners
Virginia
+$37.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$37.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$399M
2
Goldman Sachs
Goldman Sachs
New York
-$291M
3
Bank of America
Bank of America
North Carolina
-$114M
4
Osaic Holdings
Osaic Holdings
Arizona
-$52.7M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
526
Argonautica Private Wealth Management
Massachusetts
$535K -$3.02K -40 -0.6%
GC
527
GFG Capital
Florida
$529K – – –
SEP
528
Southland Equity Partners
Missouri
$524K -$6.64K -88 -1%
SWM
529
Spire Wealth Management
Virginia
$521K -$1.63M -21,658 -76%
EC
530
Estate Counselors
Wisconsin
$519K -$13.3M -176,680 -96%
KAM
531
Kraft Asset Management
Tennessee
$517K – – –
ZIG
532
Zuckerman Investment Group
Illinois
$517K +$17.3K +229 +3%
BFO
533
Biltmore Family Office
North Carolina
$503K – – –
SWM
534
Stockman Wealth Management
Montana
$500K +$72.8K +966 +17%
CBOR
535
Community Bank of Raymore
Missouri
$496K +$151 +2 +0%
AIM
536
Allen Investment Management
New York
$494K +$3.02K +40 +0.6%
BC
537
Barrett & Company
Rhode Island
$477K +$4.98K +66 +1%
WB
538
WesBanco Bank
West Virginia
$477K – – –
WWM
539
Western Wealth Management
Colorado
$475K -$1.38M -18,360 -74%
GFPC
540
Global Financial Private Client
Florida
$465K -$33.1K -444 -7%
SW
541
Signify Wealth
Missouri
$459K -$915K -12,141 -67%
GWM
542
GSB Wealth Management
Connecticut
$456K -$52.2K -692 -10%
BONH
543
Bank of New Hampshire
New Hampshire
$454K -$9.8K -130 -2%
PA
544
Parallel Advisors
California
$451K +$273K +3,621 +153%
BWL
545
Bogart Wealth LLC
Virginia
$450K +$45.6K +605 +11%
LWM
546
LongView Wealth Management
Georgia
$447K +$109K +1,441 +32%
RCM
547
Radnor Capital Management
Pennsylvania
$446K – – –
FA
548
Flagstar Advisors
New York
$446K -$25.1K -333 -5%
FCFC
549
First Citizens Financial Corp
Iowa
$445K +$7.16K +95 +2%
MJRIC
550
Mogy Joel R Investment Counsel
California
$445K – – –
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