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Vanguard Intermediate-Term Bond ETF

931 hedge funds and large institutions have $14.8B invested in Vanguard Intermediate-Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 408 increasing their positions, 323 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

27% more call options, than puts

Call options by funds: $858K | Put options by funds: $673K

26% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 323

1% more funds holding

Funds holding: 921931 (+10)

3% more capital invested

Capital invested by funds: $14.4B → $14.8B (+$483M)

0.83% less ownership

Funds ownership: 64.33%63.5% (-0.83%)

3% less funds holding in top 10

Funds holding in top 10: 107104 (-3)

Holders
931
Holders Change
+10
Holders Change %
+1.09%
% of All Funds
12.26%
Holding in Top 10
104
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.8%
% of All Funds
1.37%
New
81
Increased
408
Reduced
323
Closed
58
Calls
$858K
Puts
$673K
Net Calls
+$185K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$42.9M -$4.42M -58,023 -9%
VFP
52
Verus Financial Partners
Virginia
$42.8M +$1.16M +15,174 +3%
BPWM
53
Badgley Phelps Wealth Managers
Washington
$42.4M +$211K +2,767 +0.5%
DWS
54
Discipline Wealth Solutions
South Carolina
$41.9M +$3M +39,352 +8%
MWA
55
MFA Wealth Advisors
Pennsylvania
$41.6M -$1.91M -25,116 -4%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$41M +$4.62M +60,659 +13%
CFS
57
Cannon Financial Strategists
Georgia
$40.5M +$4.7M +61,680 +13%
HighTower Advisors
58
HighTower Advisors
Illinois
$40.5M +$437K +5,734 +1%
FFA
59
Farther Finance Advisors
California
$40.2M -$528K -6,938 -1%
CPG
60
Cornerstone Planning Group
New Jersey
$39.6M +$2.66M +34,964 +7%
CSP
61
Cary Street Partners
Virginia
$37.5M +$1.14M +15,020 +3%
FPTW
62
Franklin, Parlapiano, Turner & Welch
Texas
$37.5M +$175K +2,294 +0.5%
WCWM
63
Willow Creek Wealth Management
California
$37.1M +$74.9K +984 +0.2%
CFG
64
Cooper Financial Group
California
$36.9M +$2.9M +38,128 +9%
PCM
65
Penserra Capital Management
California
$36.6M +$21.8M +286,201 +153%
MWM
66
Modera Wealth Management
New Jersey
$36M -$729K -9,567 -2%
JP Morgan Chase
67
JP Morgan Chase
New York
$34.7M +$1.67M +21,898 +5%
Stifel Financial
68
Stifel Financial
Missouri
$34.6M +$240K +3,154 +0.7%
GFG
69
Greystone Financial Group
Michigan
$34.5M +$10.6M +138,719 +45%
BWA
70
Burt Wealth Advisors
Maryland
$34.4M +$1.07M +13,997 +3%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$34M -$333K -4,377 -1%
SA
72
Seneschal Advisors
Washington
$33.7M +$850K +11,159 +3%
B
73
BetterWealth
California
$33M +$1.61M +21,166 +5%
PRS
74
Pinkerton Retirement Specialists
Idaho
$32.7M +$3.23M +42,450 +11%
EFG
75
Everhart Financial Group
Ohio
$32.4M -$4.78M -62,769 -13%

BIV Hedge Fund Activity: Q2 2025 in Review

931 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2025, worth a combined $14.8B — up 3.4% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BIV positions and 58 closed out — a net gain of 23 holders — while 408 added to existing stakes and 323 trimmed.

The largest buyer was Wells Fargo, adding an estimated $274M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $356M.

  • 931 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2025, up from 921 in Q1 2025.
  • Funds reported $14.8B of Vanguard Intermediate-Term Bond ETF stock for Q2 2025, up 3.4% quarter-over-quarter.
  • 81 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2025 and 58 closed out, a net change of +23 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2025 was Wells Fargo, an estimated $274M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2025 was Beacon Capital Management Inc (Ohio), an estimated $356M sold.

Based on aggregated 13F filings for Q2 2025.