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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
PD
751
Planning Directions
Pennsylvania
$238K +$234K +3,107 New
WANY
752
Wealthspire Advisors (New York)
New York
$237K
CIBC Private Wealth Group
753
CIBC Private Wealth Group
Georgia
$237K +$10.3K +137 +5%
AWMM
754
Aegis Wealth Management (Maryland)
Maryland
$237K
RFP
755
RCS Financial Planning
Maryland
$236K -$16.6K -220 -7%
IWM
756
IHT Wealth Management
Illinois
$235K -$6.41K -85 -3%
ECA
757
Elevation Capital Advisory
Oregon
$234K -$5.66K -75 -2%
CWP
758
Concord Wealth Partners
Virginia
$231K +$222K +2,938 +3,970%
RPA
759
Redwood Park Advisors
California
$230K
PFM
760
Potomac Fund Management
Florida
$229K +$1.36K +18 +0.6%
BA
761
Brightwater Advisory
Florida
$229K +$754 +10 +0.3%
DAS
762
Diversify Advisory Services
Utah
$228K -$332K -4,405 -60%
PMA
763
Prudent Man Advisors
Illinois
$228K -$1.85M -24,536 -89%
W
764
Wealthquest
Ohio
$228K +$224K +2,974 New
BWS
765
Buck Wealth Strategies
Colorado
$227K +$224K +2,971 New
TSWM
766
Tyler-Stone Wealth Management
Ohio
$227K +$224K +2,963 New
AWA
767
Arbor Wealth Advisors
Michigan
$226K -$130K -1,719 -37%
BMWS
768
Brady Martz Wealth Solutions
North Dakota
$225K -$30.7K -407 -12%
AG
769
AmeriFlex Group
Nevada
$224K -$14.5K -192 -6%
SNPAM
770
St. Nicholas Private Asset Management
Florida
$222K -$33.1K -439 -13%
HAG
771
HF Advisory Group
Maryland
$221K -$6.64K -88 -3%
KSB
772
Kennebec Savings Bank
Maine
$219K -$674K -8,931 -76%
Legacy Financial Group (Iowa)
773
Legacy Financial Group (Iowa)
Iowa
$218K
WIC
774
Wilkins Investment Counsel
Massachusetts
$218K +$215K +2,850 New
TCG
775
Transcendent Capital Group
Oklahoma
$215K

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.