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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
GC
626
Guidance Capital
Kentucky
$429K +$26.7K +354 +7%
TNB
627
Thomasville National Bank
Georgia
$425K
NG
628
Northstar Group
New York
$424K
SWIM
629
Smallwood Wealth Investment Management
New Jersey
$423K -$38.2K -506 -8%
BGAI
630
Bruce G. Allen Investments
Colorado
$420K +$2.64K +35 +0.6%
PMG
631
Private Management Group
California
$417K
DSC
632
Duncker Streett & Co
Missouri
$417K -$12.5K -166 -3%
USCWA
633
U.S. Capital Wealth Advisors
Texas
$416K +$31.7K +420 +8%
GWS
634
Greykasell Wealth Strategies
California
$416K -$864K -11,452 -68%
SWP
635
Stratos Wealth Partners
Ohio
$415K -$197K -2,612 -33%
AWM
636
Apollon Wealth Management
South Carolina
$414K -$165K -2,182 -29%
LFASL
637
Lugano Financial Advisors SA (LFA)
Switzerland
$414K -$4.9K -65 -1%
SIAP
638
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$414K +$408K +5,403 New
CD
639
Chapin Davis
Maryland
$413K -$10.3K -137 -2%
ITIM
640
Indiana Trust & Investment Management
Indiana
$406K
BIG
641
Brooklyn Investment Group
New York
$403K +$397K +5,257 New
ALWM
642
Andrews Lucia Wealth Management
California
$401K +$1.58K +21 +0.4%
PAG
643
Poinciana Advisors Group
Florida
$399K +$2.49K +33 +0.6%
SEIA
644
Signature Estate & Investment Advisors
California
$397K +$8.15K +108 +2%
CI
645
CX Institutional
Indiana
$397K +$391K +5,183 New
LIWM
646
Long Island Wealth Management
New York
$396K +$2.41K +32 +0.6%
DP
647
Dearborn Partners
Illinois
$392K -$2.64K -35 -0.7%
TC
648
Trilogy Capital
California
$391K +$54.9K +728 +17%
GS
649
GTS Securities
New York
$383K +$377K +4,996 New
FA
650
Flagstar Advisors
New York
$380K +$2.11K +28 +0.6%

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.