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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

814 hedge funds and large institutions have $10.9B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 388 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
-5
Holders Change %
-0.61%
% of All Funds
11.8%
Holding in Top 10
93
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
64
Increased
388
Reduced
255
Closed
55
Calls
$400K
Puts
$339K
Net Calls
+$61K
Net Calls Change
-$283K

Top Buyers

1
TLFA
True Link Financial Advisors
California
+$53.8M
2
EWA
EP Wealth Advisors
California
+$39.3M
3
VFP
Verus Financial Partners
Virginia
+$37.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$37.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$399M
2
Goldman Sachs
Goldman Sachs
New York
-$291M
3
Bank of America
Bank of America
North Carolina
-$114M
4
Osaic Holdings
Osaic Holdings
Arizona
-$52.7M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
676
Main Street Financial Solutions
Pennsylvania
$223K -$39.5K -524 -15%
MIM
677
Moseley Investment Management
Florida
$222K – – –
WEG
678
World Equity Group
Illinois
$221K -$57.1K -758 -21%
BPA
679
Beacon Pointe Advisors
California
$218K -$190K -2,522 -47%
MA
680
MKT Advisors
California
$218K -$33.3K -452 -13%
BFC
681
Bedel Financial Consulting
Indiana
$218K +$1.28K +17 +0.6%
BA
682
Brightwater Advisory
Florida
$218K +$218K +2,886 New
VAG
683
VisionPoint Advisory Group
Texas
$215K +$33K +437 +18%
WPW
684
Watershed Private Wealth
Illinois
$214K -$55K -730 -20%
UCB
685
United Community Bank
South Carolina
$214K +$7.09K +94 +3%
SF
686
Symphony Financial
Texas
$213K – – –
TCG
687
Transcendent Capital Group
Oklahoma
$212K +$212K +2,810 New
ESB
688
Essex Savings Bank
Connecticut
$211K – – –
LA
689
Latitude Advisors
Florida
$210K -$41.2K -546 -16%
CB
690
Commerce Bank
Missouri
$209K +$209K +2,769 New
MIC
691
Meridian Investment Counsel
California
$208K – – –
LA
692
LVW Advisors
New York
$205K -$82.3K -1,092 -29%
CL
693
Cabana LLC
Arkansas
$204K +$6.34K +84 +3%
LJHT
694
Laurie J. Hall Trustee
$202K – – –
OWA
695
Octavia Wealth Advisors
Ohio
$202K – – –
LIM
696
Loudon Investment Management
New Hampshire
$202K -$33.6K -445 -14%
USCWA
697
U.S. Capital Wealth Advisors
Texas
$201K -$679 -9 -0.3%
DCM
698
Dimension Capital Management
Florida
$201K – – –
PIM
699
Penobscot Investment Management
Massachusetts
$200K +$200K +2,657 New
BCM
700
Blume Capital Management
California
$181K – – –
26 27
28
29 30