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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 %
NP
701
NorthRock Partners
Minnesota
$173K -$15.9K -211 -8%
CT
702
Colonial Trust
South Carolina
$173K +$19.5K +258 +13%
SIC
703
Salem Investment Counselors
North Carolina
$169K +$905 +12 +0.5%
GWM
704
Guardian Wealth Management
Illinois
$161K -$36K -477 -18%
LFA
705
LGT Financial Advisors
Texas
$160K -$2.64K -35 -2%
RCM
706
Raleigh Capital Management
North Carolina
$157K -$5.35K -71 -3%
HIA
707
Harbor Investment Advisory
Maryland
$156K – – –
TC
708
Truvestments Capital
Florida
$146K -$1.06K -14 -0.7%
PB
709
Pinnacle Bancorp
Nebraska
$145K -$10.6K -141 -7%
BEI
710
Benjamin Edwards Inc
Missouri
$142K -$39K -519 -22%
SWA
711
SOA Wealth Advisors
New York
$138K +$302 +4 +0.2%
TCPW
712
Twin City Private Wealth
North Carolina
$133K +$133K +1,766 New
RFS
713
Richardson Financial Services
Massachusetts
$128K +$128K +1,700 New
BCWM
714
Bartlett & Co Wealth Management
Ohio
$121K +$1.13K +15 +0.9%
PCMC
715
Private Capital Management (Colorado)
Colorado
$118K +$21.9K +290 +23%
AF
716
Advisornet Financial
Minnesota
$114K +$6.41K +85 +6%
CIBC Private Wealth Group
717
CIBC Private Wealth Group
Georgia
$113K +$113K +1,510 New
PWMG
718
Prestige Wealth Management Group
New Jersey
$112K +$30.5K +404 +37%
BCMLT
719
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K +$111K +1,469 +12,242%
ACA
720
Atlas Capital Advisors
Wyoming
$111K +$68.8K +913 +162%
RFG
721
REAP Financial Group
Texas
$110K -$3.32K -44 -3%
NCTC
722
New Covenant Trust Company
Indiana
$105K +$105K +1,396 New
NSIM
723
North Star Investment Management
Illinois
$104K +$302 +4 +0.3%
SSB
724
Sandy Spring Bank
Maryland
$101K -$165K -2,194 -62%
PS
725
Principal Securities
Iowa
$95.5K -$5.35K -71 -5%
27 28
29
30 31