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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
LSA
601
Lion Street Advisors
Texas
$494K +$5.51K +73 +1%
FRA
602
FFG Retirement Advisors
Colorado
$492K
LWM
603
Latko Wealth Management
Illinois
$487K -$154K -2,038 -24%
HIM
604
Hanlon Investment Management
New Jersey
$487K -$1.49M -19,801 -76%
BIG
605
Brookwood Investment Group
Arizona
$486K +$479K +6,351 New
JIP
606
Jaffetilchin Investment Partners
Florida
$486K +$9.81K +130 +2%
AMBIA
607
Allen Mooney & Barnes Investment Advisors
Georgia
$484K
PBF
608
Petix & Botte Financial
California
$484K -$133K -1,757 -22%
GSWM
609
Golden State Wealth Management
California
$482K -$5.81K -77 -1%
KCM
610
Kanawha Capital Management
Virginia
$481K -$1.89K -25 -0.4%
BWM
611
Boyd Wealth Management
California
$480K -$77.4K -1,026 -14%
SLG
612
Stanley-Laman Group
Pennsylvania
$480K +$6.26K +83 +1%
TCM
613
TD Capital Management
Tennessee
$478K +$453 +6 +0.1%
BOJHT
614
Bank of Jackson Hole Trust
Wyoming
$473K +$166K +2,203 +55%
KAS
615
KPP Advisory Services
Kentucky
$469K -$68.6K -909 -13%
SPIA
616
Steward Partners Investment Advisory
New York
$465K -$51.3K -680 -10%
RCM
617
Radnor Capital Management
Pennsylvania
$453K
RA
618
RoundAngle Advisors
New Jersey
$453K -$1.43K -19 -0.3%
MJRIC
619
Mogy Joel R Investment Counsel
California
$452K
HBT
620
Hills Bank & Trust
Iowa
$450K -$4.07K -54 -0.9%
KeyBank National Association
621
KeyBank National Association
Ohio
$444K -$38.9K -516 -8%
MIA
622
MeadowBrook Investment Advisors
Michigan
$442K +$289K +3,825 +210%
MWM
623
Maripau Wealth Management
Indiana
$433K -$53.5K -709 -11%
EWM
624
Empirical Wealth Management
Washington
$432K +$425K +5,639 New
DWM
625
Dakota Wealth Management
Florida
$431K -$96.2K -1,275 -18%

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.