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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
11.43%
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 %
LC
726
LCNB Corp
Ohio
– – -20,530 Closed
V
727
Veritable
Delaware
– – -17,391 Closed
WDC
728
Woodward Diversified Capital
California
– – -16,457 Closed
IWP
729
Insight Wealth Partners
Texas
– – -15,058 Closed
CA
730
Calton & Associates
Florida
– – -13,261 Closed
LWM
731
Laidlaw Wealth Management
New York
– – -13,202 Closed
Millennium Management
732
Millennium Management
New York
– – -10,677 Closed
PPW
733
Pasadena Private Wealth
California
– – -9,748 Closed
CAM
734
Cresset Asset Management
Illinois
– – -7,607 Closed
SWG
735
Summit Wealth Group
Vermont
– – -7,489 Closed
SCA
736
STALEY CAPITAL ADVISERS
Pennsylvania
– – -7,334 Closed
CIAS
737
CFS Investment Advisory Services
New Jersey
– – -6,634 Closed
SFO
738
Stokes Family Office
Louisiana
– – -6,011 Closed
BG
739
Benedetti & Gucer
Georgia
– – -5,916 Closed
CL
740
Cabana LLC
Arkansas
– – -5,828 Closed
MWM
741
Mission Wealth Management
California
– – -5,713 Closed
FNBOO
742
First National Bank of Omaha
Nebraska
– – -4,930 Closed
CCG
743
Cypress Capital Group
Florida
– – -4,552 Closed
FPCG
744
Forum Private Client Group
Indiana
– – -4,352 Closed
SPWG
745
Syntegra Private Wealth Group
Missouri
– – -4,087 Closed
FWP
746
Firethorn Wealth Partners
Georgia
– – -3,842 Closed
PIMG
747
Patriot Investment Management Group
Tennessee
– – -3,816 Closed
SWP
748
Strategic Wealth Partners
Ohio
– – -3,812 Closed
3LCM
749
3D/L Capital Management
Connecticut
– – -3,762 Closed
VFA
750
Valeo Financial Advisors
Indiana
– – -3,677 Closed
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30
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