BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

700 hedge funds and large institutions have $8.69B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 292 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+14
Holders Change %
+2.04%
% of All Funds
11.2%
Holding in Top 10
64
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.57%
% of All Funds
1.02%
New
67
Increased
292
Reduced
255
Closed
39
Calls
$207K
Puts
$668K
Net Calls
-$461K
Net Calls Change
-$743K

Top Buyers

1
EA
Efficient Advisors
Ohio
$101M
2
AT
American Trust
Kentucky
$73.7M
3
RIA
Retirement Investment Advisors
Oklahoma
$56.9M
4
LPL Financial
LPL Financial
California
$289M
5
Bank of America
Bank of America
North Carolina
$430M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$11.1M
2
BC
Burney Company
Virginia
$236K
3
EC
Estate Counselors
Wisconsin
$0
4
GC
Grimes & Company
Massachusetts
$651K
5
AA
Atmos Advisory
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
626
Guardian Wealth Advisors (North Carolina)
North Carolina
$49.7K +$767 +10 +2%
Commonwealth Equity Services
627
Commonwealth Equity Services
Massachusetts
$49.1K +$3.56K +46,417 +8%
EWM
628
Endurance Wealth Management
Rhode Island
$48K – – –
IRC
629
Investors Research Corp
Georgia
$43.2K – – –
MIA
630
Milestone Investment Advisors
Wisconsin
$41.6K +$34.7K +452 +502%
GI
631
Gradient Investments
Minnesota
$41.4K -$241K -3,146 -85%
FMII
632
Farmers & Merchants Investments Inc
Nebraska
$40.5K -$17.7K -230 -30%
BCWM
633
Bartlett & Co Wealth Management
Ohio
$40.3K – – –
First Manhattan
634
First Manhattan
New York
$40.3K – – –
BC
635
Bartlett & Co
Ohio
$40K – – –
FFA
636
Founders Financial Alliance
North Carolina
$39.8K -$7.75K -101 -16%
FCA
637
FinTrust Capital Advisors
South Carolina
$36.4K – – –
FCG
638
Financial Connections Group
California
$36K -$448 -6 -1%
JHCP
639
Jackson Hole Capital Partners
Oklahoma
$35.7K – – –
CFO
640
CVA Family Office
Colorado
$35.3K +$153 +2 +0.4%
SCA
641
Stonebridge Capital Advisors
Minnesota
$34.6K +$18.4K +240 +114%
FGAM
642
Financial Gravity Asset Management
Texas
$32K +$1.25K +3 +4%
WTA
643
Washington Trust Advisors
Massachusetts
$30.7K – – –
PAI
644
Pittenger & Anderson Inc
Nebraska
$28.8K -$13.4K -175 -32%
NFSG
645
Newbridge Financial Services Group
Florida
$27.7K -$23.9K -311 -46%
FCAS
646
First Command Advisory Services
Texas
$27.2K +$27.2K +354 New
GBT
647
Grove Bank & Trust
Florida
$26.8K +$26.8K +349 New
PMFA
648
Plante Moran Financial Advisors
Michigan
$26.3K -$259K -3,377 -91%
PCA
649
Providence Capital Advisors
North Carolina
$25.9K +$25.9K +337 New
BSB
650
Bangor Savings Bank
Maine
$25.5K -$5.76K -75 -18%
24 25
26
27 28