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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 %
HS
676
Horan Securities
United States
$8.87K +$8.87K +116 New
RG
677
Retirement Group
California
$8K – – –
BTI
678
Blue Trust Inc
Georgia
$8K +$8K +110 New
GIA
679
GHP Investment Advisors
Colorado
$7.91K -$34.9K -455 -82%
SWA
680
SOA Wealth Advisors
New York
$6.98K +$1.54K +20 +28%
CIAS
681
Capital Investment Advisory Services
North Carolina
$6.83K – – –
TFP
682
Tilia Fiduciary Partners
North Carolina
$6.52K – – –
VWM
683
Venturi Wealth Management
Texas
$6.03K +$6.03K +78 New
TRCT
684
Tower Research Capital (TRC)
New York
$6K -$78 -1 -1%
VF
685
VitalStone Financial
Texas
$6K +$5.46K +60 +1,000%
CWP
686
Concord Wealth Partners
Virginia
$5.53K – – –
CIA
687
Cape Investment Advisory
Georgia
$4.84K +$4.84K +63 New
WIM
688
Westside Investment Management
California
$3.91K – – –
LB
689
Legacy Bridge
Iowa
$3.84K – – –
MFC
690
Morris Financial Concepts
South Carolina
$3.22K – – –
MA
691
Montag & Associates
Georgia
$3.07K – – –
AW
692
Avion Wealth
Texas
$3K – – –
GEA
693
Glen Eagle Advisors
New Jersey
$2.84K -$36.2K -472 -93%
FSWA
694
Financial Synergies Wealth Advisors
Texas
$2.46K -$10.1K -132 -80%
IFAM
695
Institutional & Family Asset Management
Colorado
$2.07K – – –
C
696
Covestor
United Kingdom
$2K – – –
KFI
697
Key Financial Inc
Pennsylvania
$1.84K – – –
BlackRock
698
BlackRock
New York
$1.71K -$14.4K -185 -89%
IBOK
699
Independence Bank of Kentucky
Kentucky
$1.54K – – –
TFGT
700
TS Financial Group (TSFG)
Illinois
$1K -$5.29K -90 -84%
26 27
28
29 30