We are live on ! Find out more
BIV icon

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
SWP
776
Summit Wealth Partners
Florida
$215K +$9.2K +122 +5%
BCM
777
Blume Capital Management
California
$214K
AIC
778
Archer Investment Corporation
Indiana
$213K +$4.07K +54 +2%
CB
779
Commerce Bank
Missouri
$212K
FA
780
Fermata Advisors
California
$210K -$14.9K -198 -7%
AC
781
Addison Capital
Pennsylvania
$210K -$7.54K -100 -4%
SS
782
Sunbelt Securities
Texas
$210K -$5.73K -76 -3%
RPC
783
Rossmore Private Capital
Connecticut
$208K
LEFP
784
Leading Edge Financial Planning
Tennessee
$208K +$1.21K +16 +0.6%
FMWA
785
Forvis Mazars Wealth Advisors
Missouri
$207K -$20.3K -269 -9%
VPF
786
Vantage Point Financial
Illinois
$206K -$29.9K -397 -13%
BWM
787
BNC Wealth Management
Oregon
$205K
OWA
788
Octavia Wealth Advisors
Ohio
$205K
LJHT
789
Laurie J. Hall Trustee
$205K
DCM
790
Dimension Capital Management
Florida
$204K +$201K +2,668 New
WAG
791
Wallace Advisory Group
California
$204K +$206K +2,731 New
PWMG
792
Prestige Wealth Management Group
New Jersey
$204K -$31.4K -416 -14%
WA
793
WBH Advisory
Maryland
$203K -$2.19K -29 -1%
RF
794
Robinswood Financial
Washington
$203K
AA
795
Alesco Advisors
New York
$203K -$17.7K -234 -8%
TFF
796
The Family Firm
Maryland
$202K +$199K +2,644 New
EWA
797
Elevate Wealth Advisory
Georgia
$201K
UAG
798
United Advisor Group
Ohio
$200K +$197K +2,616 New
UCB
799
United Community Bank
South Carolina
$197K +$26.9K +357 +16%
WSFS
800
Wilmington Savings Fund Society
Delaware
$177K

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.