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 %
KWA
551
Kingswood Wealth Advisors
California
$618K -$66.9K -895 -10%
FCFC
552
First Citizens Financial Corp
Iowa
$617K +$105K +1,405 +20%
EGA
553
Eagle Global Advisors
Texas
$615K +$615K +8,235 New
GFPC
554
Global Financial Private Client
Florida
$609K +$147K +1,967 +32%
PBF
555
Petix & Botte Financial
California
$603K +$5.53K +74 +0.9%
SCG
556
Sonata Capital Group
Washington
$603K – – –
ITB
557
Idaho Trust Bank
Idaho
$601K -$2.1M -28,055 -78%
SWP
558
Stratos Wealth Partners
Ohio
$600K -$115K -1,538 -16%
WEG
559
World Equity Group
Illinois
$588K +$588K +7,864 New
DFC
560
DBK Financial Counsel
Ohio
$573K -$61.4K -822 -10%
CTFG
561
Capstone Triton Financial Group
Oklahoma
$573K -$9.86K -132 -2%
MW
562
Marcum Wealth
Ohio
$569K -$24.2K -324 -4%
AWM
563
Apollon Wealth Management
South Carolina
$567K -$506K -6,776 -47%
GFG
564
Goldstone Financial Group
Illinois
$560K -$10.8M -145,035 -95%
LIM
565
Leavell Investment Management
Alabama
$555K -$88.9K -1,190 -14%
LIA
566
LifePlan Investment Advisors
North Carolina
$555K +$92.6K +1,239 +20%
NWM
567
Northwest Wealth Management
Iowa
$548K -$15.1K -202 -3%
BWM
568
Boyd Wealth Management
California
$545K -$20K -267 -4%
DAS
569
Diversify Advisory Services
Utah
$545K +$227K +3,074 +72%
FDW
570
Fourth Dimension Wealth
Ohio
$536K +$536K +7,166 New
BCM
571
Brookmont Capital Management
Texas
$535K +$162K +2,164 +43%
SWM
572
Stockman Wealth Management
Montana
$530K +$31.5K +422 +6%
KAS
573
KPP Advisory Services
Kentucky
$526K -$36.1K -483 -6%
EC
574
Estate Counselors
Wisconsin
$525K – – –
LWM
575
LongView Wealth Management
Georgia
$524K +$88.4K +1,183 +20%
21 22
23
24 25