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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
MWA
51
MFA Wealth Advisors
Pennsylvania
$43.1M +$1.09M +14,420 +3%
BPWM
52
Badgley Phelps Wealth Managers
Washington
$41.8M +$984K +13,047 +2%
VFP
53
Verus Financial Partners
Virginia
$41.2M +$909K +12,045 +2%
WIA
54
World Investment Advisors
California
$41M +$30M +397,022 +287%
BS
55
Brighton Securities
New York
$40.4M +$3.99M +52,833 +11%
FFA
56
Farther Finance Advisors
California
$40.3M +$5.13M +68,067 +15%
HighTower Advisors
57
HighTower Advisors
Illinois
$39.6M +$5.79M +76,733 +17%
DWS
58
Discipline Wealth Solutions
South Carolina
$38.5M -$56.4K -747 -0.1%
Creative Planning
59
Creative Planning
Kansas
$38.5M +$12.6M +166,575 +50%
FPTW
60
Franklin, Parlapiano, Turner & Welch
Texas
$36.9M -$32.4K -430 -0.1%
EFG
61
Everhart Financial Group
Ohio
$36.9M +$34.5M +457,120 +1,869%
WCWM
62
Willow Creek Wealth Management
California
$36.6M +$424K +5,622 +1%
MWM
63
Modera Wealth Management
New Jersey
$36.3M -$1.08M -14,316 -3%
CPG
64
Cornerstone Planning Group
New Jersey
$36.1M +$1.38M +18,263 +4%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$36M +$708K +9,388 +2%
CSP
66
Cary Street Partners
Virginia
$36M -$4.81M -63,764 -11%
CFS
67
Cannon Financial Strategists
Georgia
$35.4M +$2.48M +32,935 +8%
Stifel Financial
68
Stifel Financial
Missouri
$34.1M +$1.81M +23,983 +6%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$34M -$1.51M -19,973 -4%
CFG
70
Cooper Financial Group
California
$33.6M +$2.88M +38,199 +10%
BWA
71
Burt Wealth Advisors
Maryland
$33M +$1.26M +16,661 +4%
JP Morgan Chase
72
JP Morgan Chase
New York
$32.7M +$3.56M +47,184 +12%
SA
73
Seneschal Advisors
Washington
$32.5M -$273K -3,623 -0.8%
Wealthfront Advisers
74
Wealthfront Advisers
California
$32.1M +$3.08M +40,769 +11%
AWS
75
Atria Wealth Solutions
New York
$31.6M +$1.31M +17,315 +4%

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.