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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
RCM
801
Raleigh Capital Management
North Carolina
$176K +$14.2K +188 +9%
SS
802
SBI Securities
Japan
$171K +$7.54K +100 +5%
SWA
803
SOA Wealth Advisors
New York
$169K
TCPW
804
Twin City Private Wealth
North Carolina
$166K -$3.32K -44 -2%
SIC
805
Salem Investment Counselors
North Carolina
$162K -$12.6K -167 -7%
RFS
806
Richardson Financial Services
Massachusetts
$161K +$5.81K +77 +4%
GWMI
807
Guardian Wealth Management (Illinois)
Illinois
$142K +$604 +8 +0.4%
WPA
808
West Paces Advisors
Georgia
$139K
AWM
809
Accredited Wealth Management
Kentucky
$133K
WP
810
WealthShield Partners
North Carolina
$124K +$112K +1,491 +1,183%
BCWM
811
Bartlett & Co Wealth Management
Ohio
$122K -$3.77K -50 -3%
CBT
812
Crews Bank & Trust
Florida
$120K
SIS
813
Strategic Investment Solutions
Illinois
$116K
CIA
814
Cape Investment Advisory
Georgia
$112K +$53.7K +712 +95%
AF
815
Advisornet Financial
Minnesota
$106K -$75 -1 -0.1%
SSB
816
Sandy Spring Bank
Maryland
$100K
BA
817
Bristlecone Advisors
Washington
$100K
RFG
818
REAP Financial Group
Texas
$100K -$679 -9 -0.7%
LWMI
819
Legacy Wealth Management (Idaho)
Idaho
$98.6K -$26.3K -349 -21%
RWPA
820
Richard W. Paul & Associates
Michigan
$96.9K -$4.6K -61 -5%
SC
821
SouthState Corp
Florida
$88.1K +$39.2K +520 +83%
MDA
822
Minot DeBlois Advisors
Massachusetts
$86K
EAM
823
Eukles Asset Management
Ohio
$84.7K
AWM
824
Abound Wealth Management
Tennessee
$83.4K +$528 +7 +0.6%
HIA
825
Harbor Investment Advisory
Maryland
$79K

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.