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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

814 hedge funds and large institutions have $10.9B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 388 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
-5
Holders Change %
-0.61%
% of All Funds
11.8%
Holding in Top 10
93
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
64
Increased
388
Reduced
255
Closed
55
Calls
$400K
Puts
$339K
Net Calls
+$61K
Net Calls Change
-$283K

Top Buyers

1
TLFA
True Link Financial Advisors
California
+$53.8M
2
EWA
EP Wealth Advisors
California
+$39.3M
3
VFP
Verus Financial Partners
Virginia
+$37.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$37.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$399M
2
Goldman Sachs
Goldman Sachs
New York
-$291M
3
Bank of America
Bank of America
North Carolina
-$114M
4
Osaic Holdings
Osaic Holdings
Arizona
-$52.7M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
801
GeoWealth Management
Illinois
$2.41K -$2.11K -28 -47%
IFAM
802
Institutional & Family Asset Management
Colorado
$2.04K – – –
OLVIG
803
Oliver Lagore Vanvalin Investment Group
Michigan
$2.04K +$2.04K +27 New
KFI
804
Key Financial Inc
Pennsylvania
$1.81K – – –
CMA
805
Cedar Mountain Advisors
Oregon
$1.81K – – –
AFWM
806
Abich Financial Wealth Management
Virginia
$1.58K +$1.58K +21 New
IPW
807
Impact Partnership Wealth
Georgia
$1.13K -$6.03K -80 -84%
WIA
808
Wetzel Investment Advisors
Indiana
$1.1K – – –
C
809
Covestor
United Kingdom
$1K -$750 -12 -43%
TFA
810
Transamerica Financial Advisors
Florida
$1K – – –
RS
811
Rakuten Securities
Japan
$905 +$905 +12 New
OSAM
812
O'Shaughnessy Asset Management
Connecticut
$592 +$592 +8 New
FDCDDQ
813
Federation des caisses Desjardins du Quebec
Quebec, Canada
$452 -$1.88K -25 -81%
DWM
814
Dogwood Wealth Management
Kansas
$385 – – –
CTA
815
Colonial Trust Advisors
South Carolina
$302 +$302 +4 New
WWM
816
Wiser Wealth Management
Georgia
– -$12.2M -160,442 Closed
AA
817
Atmos Advisory
Pennsylvania
– -$9.21M -120,637 Closed
ETC
818
Exchange Traded Concepts
Oklahoma
– -$6.53M -85,463 Closed
MWM
819
Marion Wealth Management
Pennsylvania
– -$4.78M -62,537 Closed
TI
820
Truepoint Inc
Ohio
– -$3.42M -44,768 Closed
ITB
821
Idaho Trust Bank
Idaho
– -$3.03M -39,645 Closed
HIIFS
822
Harel Insurance Investments & Financial Services
Israel
– -$2.71M -35,470 Closed
AFAS
823
Acorn Financial Advisory Services
Virginia
– -$2.36M -31,218 Closed
MWM
824
Meridian Wealth Management
Kentucky
– -$1.94M -25,427 Closed
SW
825
SMART Wealth
Nebraska
– -$1.42M -18,639 Closed
31 32
33
34 35