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Vanguard Intermediate-Term Bond ETF
BIV

826 hedge funds and large institutions have $11.2B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 381 increasing their positions, 256 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 256

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

2% more funds holding in top 10

Funds holding in top 10: 93 → 95 (+2)

3% more capital invested

Capital invested by funds: $10.9B → $11.2B (+$375M)

1% more funds holding

Funds holding: 818 → 826 (+8)

0.27% more ownership

Funds ownership: 62.14% → 62.41% (+0.27%)

55% less call options, than puts

Call options by funds: $442K | Put options by funds: $989K

Holders
826
Holders Change
+8
Holders Change %
+0.98%
% of All Funds
11.93%
Holding in Top 10
95
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.15%
% of All Funds
1.37%
New
87
Increased
381
Reduced
256
Closed
68
Calls
$442K
Puts
$989K
Net Calls
-$547K
Net Calls Change
-$608K

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$57.2M
2
Bank of America
Bank of America
North Carolina
+$53.5M
3
EWA
EP Wealth Advisors
California
+$44M
4
Goldman Sachs
Goldman Sachs
New York
+$34.1M
5
AWM
Avior Wealth Management
Nebraska
+$23M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$25.5M
2
SFMG
Sage Financial Management Group
Virginia
-$21.4M
3
Truist Financial
Truist Financial
North Carolina
-$17.3M
4
PI
PFG Investments
New York
-$17.3M
5
AAS
Avantax Advisory Services
Texas
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
526
Stockman Wealth Management
Montana
$497K +$520 +7 +0.1%
KAM
527
Kraft Asset Management
Tennessee
$491K -$22.3K -300 -4%
AIM
528
Allen Investment Management
New York
$490K – – –
TWA
529
TCI Wealth Advisors
Arizona
$490K +$487K +6,548 New
WB
530
WesBanco Bank
West Virginia
$487K +$13.7K +184 +3%
BC
531
Barrett & Company
Rhode Island
$481K +$7.95K +107 +2%
WWM
532
Western Wealth Management
Colorado
$475K +$3.64K +49 +0.8%
AIM
533
Anchor Investment Management
South Carolina
$474K +$159K +2,136 +51%
PAS
534
Park Avenue Securities
New York
$466K +$43.5K +585 +10%
ACM
535
Alamar Capital Management
California
$465K +$461K +6,205 New
GFPC
536
Global Financial Private Client
Florida
$463K -$3.79K -51 -0.8%
CL
537
Choreo LLC
Illinois
$462K +$462K +6,217 New
SWG
538
Summit Wealth Group
Vermont
$461K +$457K +6,152 New
9WM
539
9258 Wealth Management
Ohio
$454K +$54.8K +737 +14%
BONH
540
Bank of New Hampshire
New Hampshire
$449K -$1.11K -15 -0.2%
LWM
541
LongView Wealth Management
Georgia
$446K +$2.01K +27 +0.5%
SRSA
542
S.R. Schill & Associates
Washington
$444K -$112K -1,508 -20%
MJRIC
543
Mogy Joel R Investment Counsel
California
$442K – – –
AA
544
Ancora Advisors
Ohio
$438K -$96K -1,292 -18%
PI
545
PFG Investments
New York
$435K -$17.3M -232,617 -98%
CIAS
546
CFS Investment Advisory Services
New Jersey
$431K +$427K +5,749 New
KFS
547
Kelly Financial Services
Massachusetts
$430K +$11.1K +150 +3%
SW
548
Signify Wealth
Missouri
$426K -$29.4K -395 -6%
CAAS
549
Capital Asset Advisory Services
Michigan
$419K +$414K +5,567 New
CD
550
Chapin Davis
Maryland
$414K – – –
20 21
22
23 24

BIV Hedge Fund Activity: Q2 2024 in Review

826 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2024, worth a combined $11.2B — up 3.5% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BIV positions and 68 closed out — a net gain of 19 holders — while 381 added to existing stakes and 256 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $57.2M. The largest seller was Wells Fargo, cutting an estimated $25.5M.

  • 826 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2024, up from 818 in Q1 2024.
  • Funds reported $11.2B of Vanguard Intermediate-Term Bond ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 87 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2024 and 68 closed out, a net change of +19 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $57.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2024 was Wells Fargo, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2024.