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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 %
API
751
Advisor Partners II
California
– – -3,589 Closed
RPWA
752
Regent Peak Wealth Advisors
Georgia
– – -3,362 Closed
CA
753
Claro Advisors
Massachusetts
– – -3,320 Closed
BC
754
Burney Company
Virginia
– – -3,074 Closed
PIM
755
Provident Investment Management
Michigan
– – -2,935 Closed
IF
756
Insight Folios
North Carolina
– – -2,886 Closed
RFN
757
Redwood Financial Network
Ohio
– – -2,826 Closed
EHC
758
Everett Harris & Co
California
– – -2,825 Closed
MIC
759
Meridian Investment Counsel
California
– – -2,813 Closed
ESB
760
Essex Savings Bank
Connecticut
– – -2,796 Closed
OWA
761
Octavia Wealth Advisors
Ohio
– – -2,679 Closed
LFG
762
Lockerman Financial Group
California
– – -2,676 Closed
DCM
763
Dimension Capital Management
Florida
– – -2,668 Closed
MIH
764
Meitav Investment House
Israel
– – -2,510 Closed
OP
765
ORG Partners
Indiana
– – -1,731 Closed
CF
766
Centaurus Financial
California
– – -1,527 Closed
FA
767
Fiduciary Alliance
South Carolina
– – -1,135 Closed
PPWM
768
PFG Private Wealth Management
Florida
– – -981 Closed
AWM
769
Atticus Wealth Management
Florida
– – -885 Closed
RP
770
Rice Partnership
Hawaii
– – -882 Closed
ANBT
771
American National Bank & Trust
Texas
– – -866 Closed
LFA
772
Legend Financial Advisors
Pennsylvania
– – -673 Closed
FCG
773
Financial Connections Group
California
– – -624 Closed
CFO
774
CVA Family Office
Colorado
– – -463 Closed
PCA
775
Providence Capital Advisors
North Carolina
– – -337 Closed
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