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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

819 hedge funds and large institutions have $11.4B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 312 increasing their positions, 292 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+102
Holders Change %
+14.23%
% of All Funds
12.01%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.36%
New
150
Increased
312
Reduced
292
Closed
41
Calls
$344K
Puts
–
Net Calls
+$344K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$523M
2
Morgan Stanley
Morgan Stanley
New York
+$406M
3
Bank of America
Bank of America
North Carolina
+$124M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$70.7M
5
TLFA
True Link Financial Advisors
California
+$53.9M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$167M
2
LWM
Liberty Wealth Management
California
-$144M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$112M
4
MFG
Merit Financial Group
Georgia
-$70.9M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
-$61.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
726
Rockbridge Investment Management
New York
$98.7K +$98.7K +1,293 New
GI
727
Gradient Investments
Minnesota
$98.3K +$14.3K +187 +17%
PCMC
728
Private Capital Management (Colorado)
Colorado
$97.8K +$14.9K +195 +18%
BFEC
729
Benjamin F. Edwards & Company
Missouri
$96K +$11.2K +146 +13%
PWMG
730
Provence Wealth Management Group
California
$95.1K +$95.1K +1,245 New
RWPA
731
Richard W. Paul & Associates
Michigan
$94.8K -$2.44K -32 -3%
DCBT
732
Dakota Community Bank & Trust
North Dakota
$94.4K +$94.4K +1,245 New
HR
733
Howe & Rusling
New York
$91.2K +$61.7K +807 +209%
TSWM
734
Tyler-Stone Wealth Management
Ohio
$87.3K +$34.1K +447 +64%
PWMG
735
Prestige Wealth Management Group
New Jersey
$82.8K +$22.2K +291 +37%
AWM
736
Abound Wealth Management
Tennessee
$79.7K +$79.7K +1,043 New
CIA
737
Cape Investment Advisory
Georgia
$61.5K +$56.7K +742 +1,178%
JWA
738
JFS Wealth Advisors
Pennsylvania
$59.4K – – –
GWANC
739
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.2K – – –
DAM
740
Delta Asset Management
Tennessee
$49.5K +$49.5K +648 New
PP
741
Pacifica Partners
Canada
$48.3K – – –
SC
742
SouthState Corp
Florida
$48.1K -$169K -2,210 -78%
TWM
743
Tradition Wealth Management
Minnesota
$48K – – –
ACA
744
Atlas Capital Advisors
Wyoming
$42.9K – – –
WP
745
WealthShield Partners
North Carolina
$42.8K -$142K -1,855 -77%
B
746
Birchbrook
Maine
$42.1K +$42.1K +551 New
WCM
747
Winthrop Capital Management
Indiana
$41.1K +$41.1K +538 New
FFA
748
Founders Financial Alliance
North Carolina
$40.1K – – –
First Manhattan
749
First Manhattan
New York
$40.1K – – –
FCG
750
Financial Connections Group
California
$38K +$38K +503 New
28 29
30
31 32