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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
PAS
701
PKS Advisory Services
New York
$306K +$226 +3 +0.1%
MAS
702
MPWM Advisory Solutions
Georgia
$306K +$2.11K +28 +0.7%
FLA
703
Financial Life Advisors
Texas
$303K
CAWM
704
Capital Advisors Wealth Management
Washington
$302K +$1.13K +15 +0.4%
GC
705
Gibson Capital
Pennsylvania
$300K -$33.2K -440 -10%
GIA
706
Gladstone Institutional Advisory
Florida
$297K +$12.7K +168 +5%
TA
707
TFB Advisors
Kansas
$297K -$54.3K -720 -16%
BlackRock
708
BlackRock
New York
$296K +$24.5K +325 +9%
GWM
709
Greenwich Wealth Management
Connecticut
$296K -$189K -2,500 -39%
HWA
710
HHM Wealth Advisors
Tennessee
$290K
FBB
711
Fulton Breakefield Broenniman
Maryland
$289K -$2.26K -30 -0.8%
TCA
712
Transcend Capital Advisors
New Jersey
$289K +$37.5K +497 +15%
O3W
713
Omni 360 Wealth
New Jersey
$287K +$54.5K +722 +24%
AWMNY
714
Arcadia Wealth Management (New York)
New York
$287K
AFG
715
Atomi Financial Group
New York
$283K -$16.3K -216 -6%
DWAM
716
Duncan Williams Asset Management
Tennessee
$283K
CAG
717
Crestwood Advisors Group
Massachusetts
$281K
JWCA
718
J.W. Coons Advisors
Ohio
$281K
GRA
719
Golden Road Advisors
Florida
$277K -$20.7K -275 -7%
FAT
720
First American Trust
California
$274K +$270K +3,584 New
RLWM
721
RF&L Wealth Management
Massachusetts
$273K +$1.13K +15 +0.4%
FWMP
722
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$273K
TC
723
TAGStone Capital
North Carolina
$273K +$1.74K +23 +0.6%
KWA
724
Kingswood Wealth Advisors
California
$272K -$356K -4,718 -57%
MWG
725
Martin Worley Group
Utah
$270K

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.