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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 %
FMII
776
Farmers & Merchants Investments Inc
Nebraska
$13.4K -$11.9K -156 -47%
FSWA
777
Financial Synergies Wealth Advisors
Texas
$12.2K +$9.79K +132 +413%
MIM
778
Macroview Investment Management
Maryland
$11.7K – – –
EAM
779
Eukles Asset Management
Ohio
$11.2K – – –
VNA
780
Valley National Advisers
Pennsylvania
$11K – – –
MLA
781
MB, Levis & Associates
Pennsylvania
$10.1K +$76 +1 +0.8%
AEPWM
782
Atlantic Edge Private Wealth Management
Florida
$9.55K +$9.55K +125 New
CAS
783
Coppell Advisory Solutions
Texas
$9.47K +$5.19K +68 +121%
AAG
784
Armstrong Advisory Group
Massachusetts
$8.56K -$160K -2,101 -95%
RG
785
Retirement Group
California
$7.77K +$76 +1 +1%
T
786
Tidemark
California
$7.71K +$7.71K +101 New
IPW
787
Impact Partnership Wealth
Georgia
$7.26K -$48.3K -632 -87%
CG
788
Cutler Group
California
$7K – – –
CIAS
789
Capital Investment Advisory Services
North Carolina
$6.8K – – –
MSG
790
Main Street Group
Virginia
$6.49K +$6.49K +85 New
DFA
791
DHJJ Financial Advisors
Illinois
$6.23K +$76 +1 +1%
LFA
792
Livelsberger Financial Advisory
Ohio
$6.19K +$6.19K +81 New
VWM
793
Venturi Wealth Management
Texas
$6K – – –
TRCT
794
Tower Research Capital (TRC)
New York
$5.88K -$840 -11 -13%
NEAM
795
New England Asset Management
Connecticut
$5.73K – – –
ANBT
796
American National Bank & Trust
Texas
$5.73K +$5.73K +75 New
CWP
797
Concord Wealth Partners
Virginia
$5.5K – – –
CSC
798
Caldwell Sutter Capital
California
$5.12K – – –
GM
799
GeoWealth Management
Illinois
$5K +$3.25K +39 +186%
MCM
800
Manchester Capital Management
Vermont
$4.58K – – –
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