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Vanguard Intermediate-Term Bond ETF

1,017 hedge funds and large institutions have $19B invested in Vanguard Intermediate-Term Bond ETF in 2026 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 494 increasing their positions, 311 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $337K | Put options by funds: $207K

59% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 311

40% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 62

2% more capital invested

Capital invested by funds: $18.6B → $19B (+$397M)

0% more funds holding

Funds holding: 1,0121,017 (+5)

0.07% more ownership

Funds ownership: 65.78%65.85% (+0.07%)

10% less funds holding in top 10

Funds holding in top 10: 121109 (-12)

Holders
1,017
Holders Change
+5
Holders Change %
+0.49%
% of All Funds
12.29%
Holding in Top 10
109
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-9.92%
% of All Funds
1.32%
New
87
Increased
494
Reduced
311
Closed
62
Calls
$337K
Puts
$207K
Net Calls
+$130K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
626
Bluebird Wealth Management
Massachusetts
$549K +$109K +1,422 +25%
VW
627
Vance Wealth
California
$548K +$47.2K +615 +9%
AA
628
Advisory Alpha
Michigan
$543K -$136K -1,768 -20%
PF
629
PlanVest Financial
Maryland
$531K +$34.4K +448 +7%
TW
630
Traveka Wealth
California
$530K -$281K -3,659 -35%
KeyBank National Association
631
KeyBank National Association
Ohio
$525K +$275K +3,586 +110%
CD
632
Chapin Davis
Maryland
$525K +$19.5K +254 +4%
RWM
633
Rockwood Wealth Management
Pennsylvania
$518K +$264K +3,441 +104%
CSIC
634
Clifford Swan Investment Counsel
California
$516K +$303K +3,948 +142%
CISOA
635
Capital Investment Services of America
Wisconsin
$512K -$137K -1,785 -21%
LFG
636
Larson Financial Group
Missouri
$507K -$811K -10,570 -62%
DP
637
Dearborn Partners
Illinois
$507K +$79.5K +1,036 +19%
BGAI
638
Bruce G. Allen Investments
Colorado
$494K +$5.3K +69 +1%
BC
639
Barrett & Company
Rhode Island
$492K +$154 +2 +0%
CAWM
640
Capital Advisors Wealth Management
Washington
$491K +$31.4K +409 +7%
LIM
641
Loudon Investment Management
New Hampshire
$489K +$18.8K +245 +4%
SEP
642
Southland Equity Partners
Missouri
$483K -$53.1K -692 -10%
TCM
643
TD Capital Management
Tennessee
$483K +$768 +10 +0.2%
HNB
644
Huntington National Bank
Ohio
$482K
SWA
645
Sax Wealth Advisors
New Jersey
$476K +$474K +6,173 New
AIM
646
Allen Investment Management
New York
$475K -$56.1K -731 -11%
BIM
647
Breakwater Investment Management
Washington
$472K -$26.9K -350 -5%
AWA
648
Arbor Wealth Advisors
Michigan
$469K +$141K +1,840 +43%
FNFDCM
649
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$464K +$91K +1,185 +24%
MCM
650
Mengis Capital Management
Oregon
$458K -$5.6K -73 -1%

BIV Hedge Fund Activity: Q2 2026 in Review

1,017 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2026, worth a combined $19B — up 2.1% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BIV positions and 62 closed out — a net gain of 25 holders — while 494 added to existing stakes and 311 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $149M. The largest seller was Mather Group, cutting an estimated $159M.

  • 1,017 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2026, up from 1,012 in Q1 2026.
  • Funds reported $19B of Vanguard Intermediate-Term Bond ETF stock for Q2 2026, up 2.1% quarter-over-quarter.
  • 87 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2026 and 62 closed out, a net change of +25 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2026 was EP Wealth Advisors, an estimated $149M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2026 was Mather Group, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2026.