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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
GWCM
676
Godshalk Welsh Capital Management
Pennsylvania
$341K +$4.07K +54 +1%
BCA
677
Bay Capital Advisors
Virginia
$339K +$70.8K +938 +27%
WB
678
WesBanco Bank
West Virginia
$336K +$11.7K +155 +4%
IP
679
Ignite Planners
California
$336K +$331K +4,387 New
EE
680
EWG Elevate
California
$335K -$25.5K -338 -7%
CAAS
681
Capital Asset Advisory Services
Michigan
$333K -$92K -1,220 -22%
GC
682
Grimes & Company
Massachusetts
$331K +$1.74K +23 +0.5%
WEG
683
World Equity Group
Illinois
$329K -$269K -3,572 -45%
FNBT
684
FineMark National Bank & Trust
Florida
$328K +$324K +4,289 New
AWA
685
Arete Wealth Advisors
Illinois
$326K +$322K +4,264 New
LWM
686
Liberty Wealth Management
California
$326K +$15K +199 +5%
CJ
687
Caitlin John
Michigan
$323K
SWG
688
Summit Wealth Group
Vermont
$322K -$43.6K -578 -12%
QWP
689
Quotient Wealth Partners
Texas
$322K -$45.5K -603 -13%
RIM
690
Redwood Investment Management
Arizona
$320K -$43.7K -579 -12%
LG
691
LaFleur & Godfrey
Michigan
$320K +$1.06K +14 +0.3%
AIM
692
Anchor Investment Management
South Carolina
$319K
DCBT
693
Dakota Community Bank & Trust
North Dakota
$319K
NW
694
NewEdge Wealth
Pennsylvania
$318K -$28.3K -375 -8%
FFWA
695
Forthright Family Wealth Advisory
Texas
$317K -$55K -729 -15%
WWM
696
Western Wealth Management
Colorado
$317K -$169K -2,241 -35%
PIA
697
Panoramic Investment Advisors
Colorado
$314K
SFWC
698
Strategic Family Wealth Counselors
New Jersey
$313K +$95.9K +1,271 +45%
SC
699
Savant Capital
Illinois
$312K -$78.5K -1,040 -20%
IA
700
IFG Advisory
Georgia
$310K -$39.4K -522 -11%

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.