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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

717 hedge funds and large institutions have $9.63B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 309 increasing their positions, 244 reducing their positions, and 70 closing their positions.

Holders
717
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.44%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.16%
New
78
Increased
309
Reduced
244
Closed
70
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
-$39K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$157M
2
Comerica Bank
2
Comerica Bank
Texas
$76.9M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$61.7M
5
Wells Fargo
5
Wells Fargo
California
$581M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.27B
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$983K
3
UCFA
3
United Capital Financial Advisors
Texas
$344M
4
Bank of America
4
Bank of America
North Carolina
$394M
5
OCM
5
One Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$29.4M 406,145 +1,391 +0.3%
CFS
52
Cannon Financial Strategists
Georgia
$29.1M 402,635 -51,648 -11%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$28.7M 396,253 +4,253 +1%
Principal Financial Group
54
Principal Financial Group
Iowa
$28M 386,731 +381,106 +6,775%
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$27.5M 419,883 +133,750 +47%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$27.4M 378,410 -33,438 -8%
FNBTCON
57
First National Bank & Trust Co of Newtown
Pennsylvania
$25.8M 357,261 -7,306 -2%
BOS
58
Bank of Stockton
California
$25.8M 362,240 +6,906 +2%
AAS
59
Avantax Advisory Services
Texas
$25.5M 352,789 +24,252 +7%
RJA
60
Raymond James & Associates
Florida
$25.3M 349,473 +17,472 +5%
WCWM
61
Willow Creek Wealth Management
California
$24.3M 336,650 +58,098 +21%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$24M 331,437 +56,650 +21%
OFP
63
OLIO Financial Planning
Virginia
$23.9M 329,930 +20,490 +7%
GWM
64
Geneos Wealth Management
Colorado
$23.6M 326,071 +15,028 +5%
CWC
65
Carolinas Wealth Consulting
North Carolina
$23.4M 329,930 +161,690 +96%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$23.3M 321,756 -34,060 -10%
FF
67
Francis Financial
$22.8M 314,679 +35,788 +13%
FCI
68
Financial Counselors Inc
Kansas
$22.2M 307,365 +307,365 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$22.2M 301,160 +24,420 +9%
RWP
70
Reliant Wealth Planning
Kentucky
$22M 304,106 +31,638 +12%
WFA
71
Websterrogers Financial Advisors
South Carolina
$21.2M 292,893 +95,705 +49%
AWS
72
Atria Wealth Solutions
New York
$20.6M 285,336 -59,804 -17%
SCA
73
Scott Capital Advisors
Oregon
$20.6M 287,236 +54,136 +23%
PRS
74
Pinkerton Retirement Specialists
Idaho
$20.2M 279,970 -3,351 -1%
CIP
75
Capital Insight Partners
Arizona
$19.9M 275,564 +7,810 +3%
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