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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
CAG
651
Compass Advisory Group
New York
$374K +$2.34K +31 +0.6%
AA
652
Ancora Advisors
Ohio
$370K -$20.1K -267 -5%
KCM
653
Kathmere Capital Management
Pennsylvania
$368K -$379K -5,022 -51%
WCM
654
WealthTrak Capital Management
Virginia
$365K -$3.62K -48 -1%
KIM
655
Kestra Investment Management
Texas
$365K +$171K +2,265 +91%
MS
656
Madden Securities
Texas
$364K -$13.4K -178 -4%
TF
657
TME Financial
California
$362K -$59.3K -786 -14%
FNWM
658
Financial Network Wealth Management
Utah
$361K +$17.4K +230 +5%
SWM
659
SilverOak Wealth Management
Minnesota
$359K -$40K -530 -10%
TPW
660
Talon Private Wealth
Florida
$359K -$98.1K -1,301 -22%
LT
661
Legacy Trust
Michigan
$356K -$10.2K -135 -3%
CFAM
662
Center For Asset Management
Florida
$355K +$15.7K +208 +5%
BWL
663
Bogart Wealth LLC
Virginia
$355K -$102K -1,348 -23%
FIA
664
Foundations Investment Advisors
Arizona
$354K -$119K -1,582 -25%
MHWM
665
Montz Harcus Wealth Management
Louisiana
$354K +$15K +199 +4%
GC
666
GFG Capital
Florida
$353K
BST
667
Bath Savings Trust
Maine
$352K
SMC
668
Smith, Moore & Co
Missouri
$349K -$7.92K -105 -2%
SWM
669
SeaCrest Wealth Management
New York
$348K +$53.9K +715 +19%
EFP
670
EnRich Financial Partners
Wisconsin
$348K +$981 +13 +0.3%
LIM
671
Loudon Investment Management
New Hampshire
$346K
NCTC
672
New Covenant Trust Company
Indiana
$345K +$113K +1,494 +49%
AF
673
Apexium Financial
Texas
$344K +$30.8K +408 +10%
BFC
674
Bedel Financial Consulting
Indiana
$342K +$2.19K +29 +0.6%
FPCG
675
Forum Private Client Group
Indiana
$342K -$2.56K -34 -0.8%

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.