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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

850 hedge funds and large institutions have $12.4B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 434 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+29
Holders Change %
+3.53%
% of All Funds
12.3%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.5%
New
87
Increased
434
Reduced
223
Closed
51
Calls
$313K
Puts
$4.17M
Net Calls
-$3.85M
Net Calls Change
-$3.31M

Top Buyers

1
TLFA
True Link Financial Advisors
California
$291M
2
EWA
EP Wealth Advisors
California
$238M
3
Morgan Stanley
Morgan Stanley
New York
$460M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$607M
5
Ameriprise
Ameriprise
Minnesota
$286M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$578M
2
BC
Brio Consultants
California
$854K
3
UBS Group
UBS Group
Switzerland
$96.6M
4
MG
Mather Group
Illinois
$213M
5
BC
Burney Company
Virginia
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
701
Fermata Advisors
California
$238K -$27.1K -346 -10%
WDC
702
Woodward Diversified Capital
California
$236K +$236K +3,016 New
AC
703
Addison Capital
Pennsylvania
$235K – – –
CAM
704
Cresset Asset Management
Illinois
$234K +$234K +2,980 New
MA
705
MKT Advisors
California
$232K – – –
DWM
706
Dopkins Wealth Management
New York
$232K +$232K +2,955 New
BFC
707
Bedel Financial Consulting
Indiana
$231K +$2.12K +27 +0.9%
BA
708
Brightwater Advisory
Florida
$230K +$2.12K +27 +0.9%
TA
709
TFB Advisors
Kansas
$229K +$15.1K +193 +7%
MCC
710
Money Concepts Capital
Florida
$228K +$4.08K +52 +2%
AA
711
Alesco Advisors
New York
$228K -$16.8K -214 -7%
MSFS
712
Main Street Financial Solutions
Pennsylvania
$226K -$6.82K -87 -3%
MIM
713
Moseley Investment Management
Florida
$226K -$4.86K -62 -2%
AIC
714
Archer Investment Corporation
Indiana
$223K -$83.5K -1,065 -27%
SF
715
Symphony Financial
Texas
$222K – – –
HAG
716
HF Advisory Group
Maryland
$221K +$5.49K +70 +3%
TCG
717
Transcendent Capital Group
Oklahoma
$220K – – –
BCM
718
Blume Capital Management
California
$219K +$31.3K +400 +17%
NFG
719
Nations Financial Group
Iowa
$218K -$8.54K -109 -4%
CB
720
Commerce Bank
Missouri
$217K +$157 +2 +0.1%
WA
721
WBH Advisory
Maryland
$217K +$4.39K +56 +2%
MIC
722
Meridian Investment Counsel
California
$216K – – –
CICC
723
Capital Investment Counsel (Colorado)
Colorado
$213K -$468K -5,974 -69%
CAG
724
Csenge Advisory Group
Florida
$212K +$212K +2,760 New
EP
725
Edgestream Partners
New Jersey
$212K +$212K +2,700 New
27 28
29
30 31