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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

717 hedge funds and large institutions have $7.98B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 270 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+81
Holders Change %
+12.74%
% of All Funds
11.07%
Holding in Top 10
66
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+17.86%
% of All Funds
1.02%
New
139
Increased
270
Reduced
214
Closed
48
Calls
$219K
Puts
$561K
Net Calls
-$342K
Net Calls Change
-$334K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.9M
2
EA
Efficient Advisors
Ohio
+$36.5M
3
SFMG
Sage Financial Management Group
Virginia
+$18.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$17M
5
CSPAM
Cary Street Partners Asset Management
Virginia
+$15M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$104M
2
Comerica Bank
Comerica Bank
Texas
-$53.3M
3
PAG
Private Advisor Group
New Jersey
-$39.9M
4
US Bancorp
US Bancorp
Minnesota
-$34.4M
5
BSW
Buckingham Strategic Wealth
Missouri
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFS
676
Widmann Financial Services
Maryland
$17K +$17K +204 New
CWS
677
Confluence Wealth Services
Pennsylvania
$16K +$16K +190 New
IHWM
678
Iron Horse Wealth Management
Iowa
$14K – – –
WT
679
Whittier Trust
California
$14K – – –
BCM
680
Bourgeon Capital Management
Connecticut
$13K -$5.1K -58 -28%
MIM
681
Macroview Investment Management
Maryland
$13K – – –
SCA
682
Stonebridge Capital Advisors
Minnesota
$13K – – –
AWM
683
Accel Wealth Management
Iowa
$13K +$9.49K +108 +270%
BA
684
Bivin & Associates
Oklahoma
$13K +$13K +150 New
ME
685
McIlrath & Eck
Washington
$12K – – –
WWM
686
Wolff Wiese Magana
California
$12K – – –
EI
687
Ellevest Inc
New York
$11K – – –
RG
688
Retirement Group
California
$10K +$182 +2 +2%
S
689
SignatureFD
Georgia
$9K -$794 -9 -8%
TFGT
690
TS Financial Group (TSFG)
Illinois
$9K – – –
TF
691
Tompkins Financial
New York
$8K – – –
HPC
692
HM Payson & Co
Maine
$8K +$8K +87 New
SWA
693
SOA Wealth Advisors
New York
$7K – – –
EIP
694
Ellis Investment Partners
Pennsylvania
$7K – – –
CSB
695
City State Bank
Iowa
$7K +$7K +75 New
FFWM
696
Future Financial Wealth Management
Ohio
$7K +$7K +80 New
TFP
697
Tilia Fiduciary Partners
North Carolina
$7K +$7K +85 New
CA
698
Clearstead Advisors
Ohio
$6K -$6K -65 -50%
VRM
699
Vectors Research Management
New York
$6K – – –
PMFA
700
Plante Moran Financial Advisors
Michigan
$6K – – –
26 27
28
29 30