BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

924 hedge funds and large institutions have $14B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 444 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+74
Holders Change %
+8.71%
% of All Funds
12.3%
Holding in Top 10
101
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.88%
% of All Funds
1.34%
New
136
Increased
444
Reduced
250
Closed
43
Calls
$329K
Puts
–
Net Calls
+$329K
Net Calls Change
+$4.18M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$338M
2
EWA
EP Wealth Advisors
California
+$115M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$99.8M
4
WL
WIT LLC
District of Columbia
+$53.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$51.9M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
-$46M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$40.1M
3
OFP
OLIO Financial Planning
Virginia
-$22M
4
JSA
Jacobson & Schmitt Advisors
Wisconsin
-$17.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
526
UMB Bank
Missouri
$712K – – –
HP
527
Holistic Planning
Texas
$709K +$28.9K +387 +4%
SFA
528
Sequoia Financial Advisors
Ohio
$702K +$702K +9,396 New
HFA
529
Hershey Financial Advisers
Pennsylvania
$699K +$699K +9,358 New
DFG
530
Delta Financial Group
New Jersey
$699K +$699K +9,359 New
WA
531
WPG Advisers
Maryland
$698K +$698K +9,341 New
RWP
532
RWA Wealth Partners
Massachusetts
$689K +$1.5K +20 +0.2%
BPFA
533
Barnes Pettey Financial Advisors
Mississippi
$679K +$354K +4,743 +109%
ZIG
534
Zuckerman Investment Group
Illinois
$675K +$40.2K +537 +6%
TWM
535
TSA Wealth Management
Texas
$673K +$23.4K +313 +4%
NCFG
536
New Century Financial Group
New Jersey
$668K +$15.2K +203 +2%
OCM
537
Orleans Capital Management
Louisiana
$665K +$200K +2,670 +43%
CIA
538
Capital Investment Advisors
Georgia
$665K -$26.8K -359 -4%
PAG
539
Powers Advisory Group
Illinois
$663K +$4.86K +65 +0.7%
BBNA
540
Bremer Bank National Association
Minnesota
$657K – – –
SP
541
Successful Portfolios
Florida
$651K +$294K +3,930 +82%
CFD
542
Creative Financial Designs
Indiana
$648K -$13.7K -183 -2%
OWA
543
One Wealth Advisors
California
$643K +$68K +910 +12%
CAMG
544
CWA Asset Management Group
Florida
$630K -$299 -4 -0%
LWM
545
Latko Wealth Management
Illinois
$628K -$87.8K -1,175 -12%
MW
546
Maia Wealth
Colorado
$626K +$277K +3,687 +80%
VCA
547
Verdence Capital Advisors
Maryland
$623K +$5.53K +74 +0.9%
FCB
548
First County Bank
Connecticut
$622K +$8.74K +117 +1%
APWM
549
Argonautica Private Wealth Management
Massachusetts
$622K +$40.4K +541 +7%
PW
550
Peninsula Wealth
California
$619K – – –
20 21
22
23 24