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Vanguard Intermediate-Term Bond ETF

921 hedge funds and large institutions have $14.4B invested in Vanguard Intermediate-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 428 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $659K | Put options by funds: $459K

40% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 306

5% more funds holding in top 10

Funds holding in top 10: 102107 (+5)

1.3% more ownership

Funds ownership: 63.03%64.33% (+1.3%)

6% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 66

3% more capital invested

Capital invested by funds: $14B → $14.4B (+$353M)

1% less funds holding

Funds holding: 932921 (-11)

Holders
921
Holders Change
-11
Holders Change %
-1.18%
% of All Funds
12.35%
Holding in Top 10
107
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.9%
% of All Funds
1.43%
New
70
Increased
428
Reduced
306
Closed
66
Calls
$659K
Puts
$459K
Net Calls
+$200K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
526
Brio Consultants
California
$740K -$40.4K -535 -5%
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$740K -$79.4K -1,053 -10%
OCM
528
Orleans Capital Management
Louisiana
$736K +$56.6K +750 +8%
PWG
529
Private Wealth Group
Florida
$735K -$2.25M -29,806 -76%
NP
530
Nilsine Partners
Colorado
$735K -$184K -2,437 -20%
KMWM
531
Keudell/Morrison Wealth Management
Oregon
$734K -$13.1M -173,546 -95%
EWM
532
Echo Wealth Management
Minnesota
$712K -$7.66M -101,580 -92%
WIP
533
WealthCare Investment Partners
Rhode Island
$711K +$243K +3,225 +52%
WA
534
WPG Advisers
Maryland
$704K -$10.7K -142 -2%
SP
535
Successful Portfolios
Florida
$700K +$32.4K +430 +5%
SWA
536
Sax Wealth Advisors
New Jersey
$700K +$690K +9,140 New
BPFA
537
Barnes Pettey Financial Advisors
Mississippi
$690K -$5.43K -72 -0.8%
ZIG
538
Zuckerman Investment Group
Illinois
$690K +$226 +3 +0%
NCFG
539
New Century Financial Group
New Jersey
$682K -$3.4K -45 -0.5%
FWS
540
FinDec Wealth Services
California
$680K +$670K +8,885 New
SAW
541
Signal Advisors Wealth
Michigan
$679K -$150K -1,992 -18%
National Bank of Canada
542
National Bank of Canada
Quebec, Canada
$679K -$75.8K -1,005 -10%
UB
543
UMB Bank
Missouri
$677K -$51.8K -686 -7%
PTC
544
Private Trust Company
Ohio
$673K +$515K +6,825 +347%
HP
545
Holistic Planning
Texas
$666K -$59.7K -791 -8%
WMWM
546
Wilkins Miller Wealth Management
Alabama
$664K +$164K +2,179 +34%
SWA
547
Stratos Wealth Advisors
Ohio
$659K +$130K +1,726 +25%
VCA
548
Verdence Capital Advisors
Maryland
$651K +$12.5K +166 +2%
PCM
549
Prospera Capital Management
Arizona
$646K +$639K +8,465 New
CAMG
550
CWA Asset Management Group
Florida
$645K -$302 -4 -0%

BIV Hedge Fund Activity: Q1 2025 in Review

921 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2025, worth a combined $14.4B — up 2.5% from $14B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BIV positions and 66 closed out — a net gain of 4 holders — while 428 added to existing stakes and 306 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $392M. The largest seller was American Trust, exiting entirely with an estimated $69.2M sold.

  • 921 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2025, down from 932 in Q4 2024.
  • Funds reported $14.4B of Vanguard Intermediate-Term Bond ETF stock for Q1 2025, up 2.5% quarter-over-quarter.
  • 70 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2025 and 66 closed out, a net change of +4 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $392M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2025 was American Trust, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2025.