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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
CFD
551
Creative Financial Designs
Indiana
$644K -$18.8K -249 -3%
LIA
552
LifePlan Investment Advisors
North Carolina
$634K +$64.3K +853 +11%
APWM
553
Argonautica Private Wealth Management
Massachusetts
$634K -$3.4K -45 -0.5%
FCFC
554
First Citizens Financial Corp
Iowa
$632K -$679 -9 -0.1%
EGA
555
Eagle Global Advisors
Texas
$631K
LIM
556
Leavell Investment Management
Alabama
$630K +$60.3K +799 +11%
GFPC
557
Global Financial Private Client
Florida
$626K +$2.34K +31 +0.4%
MW
558
Marcum Wealth
Ohio
$618K +$34.4K +456 +6%
OWA
559
One Wealth Advisors
California
$618K -$39.7K -526 -6%
SCG
560
Sonata Capital Group
Washington
$618K
GWP
561
Gateway Wealth Partners
Wisconsin
$610K +$147K +1,953 +32%
ONB
562
Old National Bancorp
Indiana
$605K -$140K -1,860 -19%
SKK
563
Shepherd Kaplan Krochuk
Massachusetts
$598K +$349K +4,623 +145%
CL
564
Choreo LLC
Illinois
$594K +$127K +1,677 +28%
EWM
565
Elevatus Welath Management
New York
$590K +$106K +1,404 +22%
DFC
566
DBK Financial Counsel
Ohio
$587K
HNB
567
Huntington National Bank
Ohio
$585K
AFW
568
Atlantic Family Wealth
Florida
$577K +$49.3K +654 +9%
ACM
569
Absolute Capital Management
Pennsylvania
$577K +$48.1K +637 +9%
ACM
570
Alamar Capital Management
California
$571K +$94.5K +1,252 +20%
DW30
571
Drucker Wealth 3.0
New Jersey
$570K -$258K -3,417 -31%
CA
572
Clearstead Advisors
Ohio
$565K +$303K +4,014 +119%
SWM
573
Stockman Wealth Management
Montana
$561K +$17.5K +232 +3%
CWS
574
Cypress Wealth Services
California
$559K +$258K +3,423 +88%
NWM
575
Northwest Wealth Management
Iowa
$555K -$6.11K -81 -1%

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.