BIV icon

Vanguard Intermediate-Term Bond ETF

911 hedge funds and large institutions have $14.3B invested in Vanguard Intermediate-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 424 increasing their positions, 303 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
-13
Holders Change %
-1.41%
% of All Funds
12.37%
Holding in Top 10
106
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.95%
% of All Funds
1.44%
New
69
Increased
424
Reduced
303
Closed
65
Calls
$659K
Puts
$459K
Net Calls
+$200K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
526
Echo Wealth Management
Minnesota
$712K -$7.78M -101,580 -92%
WIP
527
WealthCare Investment Partners
Rhode Island
$711K +$244K +3,225 +52%
WA
528
WPG Advisers
Maryland
$704K -$10.9K -142 -2%
SP
529
Successful Portfolios
Florida
$700K +$32.9K +430 +5%
SWA
530
Sax Wealth Advisors
New Jersey
$700K +$700K +9,140 New
BPFA
531
Barnes Pettey Financial Advisors
Mississippi
$690K -$5.51K -72 -0.8%
ZIG
532
Zuckerman Investment Group
Illinois
$690K +$230 +3 +0%
NCFG
533
New Century Financial Group
New Jersey
$682K -$3.45K -45 -0.5%
FWS
534
FinDec Wealth Services
California
$680K +$680K +8,885 New
SAW
535
Signal Advisors Wealth
Michigan
$679K -$153K -1,992 -18%
National Bank of Canada
536
National Bank of Canada
Quebec, Canada
$679K -$76.8K -1,005 -10%
UB
537
UMB Bank
Missouri
$677K -$52.5K -686 -7%
PTC
538
Private Trust Company
Ohio
$673K +$523K +6,825 +347%
HP
539
Holistic Planning
Texas
$666K -$60.6K -791 -8%
WMWM
540
Wilkins Miller Wealth Management
Alabama
$664K +$167K +2,179 +34%
SWA
541
Stratos Wealth Advisors
Ohio
$659K +$132K +1,726 +25%
VCA
542
Verdence Capital Advisors
Maryland
$651K +$12.7K +166 +2%
PCM
543
Prospera Capital Management
Arizona
$646K +$646K +8,465 New
CAMG
544
CWA Asset Management Group
Florida
$645K -$306 -4 -0%
CFD
545
Creative Financial Designs
Indiana
$644K -$19.1K -249 -3%
LIA
546
LifePlan Investment Advisors
North Carolina
$634K +$65.3K +853 +11%
APWM
547
Argonautica Private Wealth Management
Massachusetts
$634K -$3.45K -45 -0.5%
FCFC
548
First Citizens Financial Corp
Iowa
$632K -$689 -9 -0.1%
EGA
549
Eagle Global Advisors
Texas
$631K
LIM
550
Leavell Investment Management
Alabama
$630K +$61.2K +799 +11%