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Vanguard Intermediate-Term Bond ETF
BIV

721 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, 310 increasing their positions, 246 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 246

11% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 70

3% more funds holding in top 10

Funds holding in top 10: 71 → 73 (+2)

0% more capital invested

Capital invested by funds: $9.58B → $9.63B (+$44.4M)

0.3% more ownership

Funds ownership: 62.86% → 63.16% (+0.3%)

0% less funds holding

Funds holding: 724 → 721 (-3)

Holders
721
Holders Change
-3
Holders Change %
-0.41%
% 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
310
Reduced
246
Closed
70
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
-$39K

Top Buyers

Rank Fund Capital Flow
1
Comerica Bank
Comerica Bank
Texas
+$78.7M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$69.6M
3
Wells Fargo
Wells Fargo
California
+$54.9M
4
TLFA
True Link Financial Advisors
California
+$54.7M
5
RIA
Retirement Investment Advisors
Oklahoma
+$43.6M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$250M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$102M
3
UCFA
United Capital Financial Advisors
Texas
-$61.3M
4
Bank of America
Bank of America
North Carolina
-$32.7M
5
OCM
One Capital Management
California
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
726
Tranquilli Financial Advisor
New Jersey
– -$3.33M -44,211 Closed
T
727
TCWP
Ohio
– -$2.99M -39,733 Closed
MCA
728
Magnolia Capital Advisors
Mississippi
– -$2.34M -31,111 Closed
SFG
729
Steward Financial Group
Texas
– -$2.23M -29,704 Closed
LC
730
LCNB Corp
Ohio
– -$1.54M -20,530 Closed
V
731
Veritable
Delaware
– -$1.31M -17,391 Closed
WDC
732
Woodward Diversified Capital
California
– -$1.24M -16,457 Closed
IWP
733
Insight Wealth Partners
Texas
– -$1.13M -15,058 Closed
CA
734
Calton & Associates
Florida
– -$998K -13,261 Closed
LWM
735
Laidlaw Wealth Management
New York
– -$993K -13,202 Closed
Millennium Management
736
Millennium Management
New York
– -$803K -10,677 Closed
PPW
737
Pasadena Private Wealth
California
– -$733K -9,748 Closed
CAM
738
Cresset Asset Management
Illinois
– -$572K -7,607 Closed
SWG
739
Summit Wealth Group
Vermont
– -$563K -7,489 Closed
SCA
740
STALEY CAPITAL ADVISERS
Pennsylvania
– -$552K -7,334 Closed
CIAS
741
CFS Investment Advisory Services
New Jersey
– -$499K -6,634 Closed
SFO
742
Stokes Family Office
Louisiana
– -$452K -6,011 Closed
BG
743
Benedetti & Gucer
Georgia
– -$445K -5,916 Closed
CL
744
Cabana LLC
Arkansas
– -$438K -5,828 Closed
MWM
745
Mission Wealth Management
California
– -$430K -5,713 Closed
FNBOO
746
First National Bank of Omaha
Nebraska
– -$371K -4,930 Closed
CCG
747
Cypress Capital Group
Florida
– -$342K -4,552 Closed
FPCG
748
Forum Private Client Group
Indiana
– -$327K -4,352 Closed
SPWG
749
Syntegra Private Wealth Group
Missouri
– -$307K -4,087 Closed
FWP
750
Firethorn Wealth Partners
Georgia
– -$289K -3,842 Closed
28 29
30
31 32

BIV Hedge Fund Activity: Q3 2023 in Review

721 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2023, worth a combined $9.63B — up 0.46% from $9.58B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BIV positions and 70 closed out — a net gain of 8 holders — while 310 added to existing stakes and 246 trimmed.

The largest buyer was Comerica Bank, opening a new position worth an estimated $78.7M. The largest seller was Envestnet Asset Management, cutting an estimated $250M.

  • 721 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2023, down from 724 in Q2 2023.
  • Funds reported $9.63B of Vanguard Intermediate-Term Bond ETF stock for Q3 2023, up 0.46% quarter-over-quarter.
  • 78 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2023 and 70 closed out, a net change of +8 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2023 was Comerica Bank, an estimated $78.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $250M sold.

Based on aggregated 13F filings for Q3 2023.