BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

819 hedge funds and large institutions have $11.4B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 312 increasing their positions, 292 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+102
Holders Change %
+14.23%
% of All Funds
12.01%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.36%
New
150
Increased
312
Reduced
292
Closed
41
Calls
$344K
Puts
–
Net Calls
+$344K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$523M
2
Morgan Stanley
Morgan Stanley
New York
+$406M
3
Bank of America
Bank of America
North Carolina
+$124M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$70.7M
5
TLFA
True Link Financial Advisors
California
+$53.9M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$167M
2
LWM
Liberty Wealth Management
California
-$144M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$112M
4
MFG
Merit Financial Group
Georgia
-$70.9M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
-$61.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
601
Fiduciary Family Office
Florida
$322K +$322K +4,216 New
HAS
602
HBW Advisory Services
California
$322K +$5.42K +71 +2%
SW
603
SVB Wealth
Massachusetts
$319K -$9.55K -125 -3%
SMC
604
Smith, Moore & Co
Missouri
$319K -$40.3K -527 -11%
MFWP
605
Mosaic Family Wealth Partners
Missouri
$315K +$315K +4,130 New
CFAM
606
Center For Asset Management
Florida
$314K -$49.6K -650 -14%
HGERS
607
Householder Group Estate & Retirement Specialist
Arizona
$312K +$21.3K +279 +7%
LGA
608
Lebenthal Global Advisors
New York
$310K -$10.2K -134 -3%
SP
609
Successful Portfolios
Florida
$309K +$45.3K +593 +17%
ZCM
610
Ziegler Capital Management
Illinois
$307K – – –
Tudor Investment Corp
611
Tudor Investment Corp
Connecticut
$306K +$306K +4,008 New
SWM
612
SeaCrest Wealth Management
New York
$306K -$4.68K -62 -2%
CIS
613
Custom Index Systems
New York
$306K +$306K +4,000 New
SS
614
Sunbelt Securities
Texas
$305K -$18.8K -246 -6%
TA
615
TrueWealth Advisors
Alabama
$303K -$4.13K -54 -1%
VW
616
Vance Wealth
California
$303K +$14.4K +188 +5%
FLA
617
Financial Life Advisors
Texas
$302K +$302K +3,959 New
FPFS
618
First Personal Financial Services
North Carolina
$302K – – –
GWCM
619
Godshalk Welsh Capital Management
Pennsylvania
$295K -$56.5K -740 -16%
SC
620
Savant Capital
Illinois
$292K +$292K +3,818 New
LA
621
LVW Advisors
New York
$291K +$1.07K +14 +0.4%
TSS
622
Two Sigma Securities
New York
$289K -$132K -1,724 -31%
KCM
623
Kanawha Capital Management
Virginia
$289K +$1.99K +26 +0.7%
NAG
624
Northstar Advisory Group
New Jersey
$284K +$284K +3,712 New
WEG
625
World Equity Group
Illinois
$282K -$13K -170 -4%
23 24
25
26 27