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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
MAWCM
726
Mine & Arao Wealth Creation & Management
California
$270K -$7.09K -94 -3%
PFA
727
Professional Financial Advisors
Nebraska
$269K +$10K +133 +4%
MCC
728
Money Concepts Capital
Florida
$268K +$1.43K +19 +0.5%
FWM
729
Forefront Wealth Management
Pennsylvania
$268K +$264K +3,494 New
AssetMark Inc
730
AssetMark Inc
California
$267K +$5.58K +74 +2%
SAM
731
S.A. Mason
Michigan
$266K
SIA
732
Soltis Investment Advisors
Utah
$264K
SFC
733
Swisher Financial Concepts
Ohio
$261K +$10.9K +144 +4%
MCCP
734
Mission Creek Capital Partners
California
$260K -$1.96K -26 -0.8%
MFIM
735
Mesirow Financial Investment Management
Illinois
$258K
GCA
736
Greenwood Capital Associates
South Carolina
$257K +$254K +3,361 New
DF
737
Dunhill Financial
United Kingdom
$257K +$253K +3,352 New
WAM
738
Walker Asset Management
Missouri
$255K -$2.41K -32 -1%
TA
739
TrueWealth Advisors
Alabama
$255K -$26.7K -354 -10%
MWA
740
Martel Wealth Advisors
Washington
$253K -$8.22K -109 -3%
CSPIA
741
Cary Street Partners Investment Advisory
Virginia
$253K
MC
742
Moors & Cabot
Massachusetts
$252K +$14.3K +190 +6%
PCG
743
Prosperity Consulting Group
Maryland
$251K -$108K -1,428 -30%
Franklin Resources
744
Franklin Resources
California
$250K
NRI
745
NFP Retirement Inc
California
$248K +$9.36K +124 +4%
NFG
746
Nations Financial Group
Iowa
$244K +$981 +13 +0.4%
HGWM
747
Horst & Graben Wealth Management
Oregon
$243K +$1.43K +19 +0.6%
FWM
748
Foguth Wealth Management
Michigan
$241K -$40K -530 -14%
ESB
749
Essex Savings Bank
Connecticut
$240K
IAG
750
Investment Advisory Group
Massachusetts
$240K -$4.15K -55 -2%

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.