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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
HR
826
Howe & Rusling
New York
$77.9K +$32.8K +435 +75%
CMA
827
Cedar Mountain Advisors
Oregon
$73.5K +$226 +3 +0.3%
NSIM
828
North Star Investment Management
Illinois
$72.6K +$25.7K +341 +56%
CT
829
Colonial Trust
South Carolina
$69.2K -$95.4K -1,265 -58%
CWP
830
Clark Wealth Partners
Illinois
$68.6K +$67.6K +896 New
MFA
831
McClarren Financial Advisors
Pennsylvania
$64K +$36.3K +481 New
BIA
832
Bell Investment Advisors
California
$59.9K
RWM
833
Rialto Wealth Management
New York
$58K
PAI
834
Pittenger & Anderson Inc
Nebraska
$54.4K +$18.9K +250 +54%
ACA
835
Atlas Capital Advisors
Wyoming
$54.2K +$24K +318 +82%
PSFG
836
Park Square Financial Group
Georgia
$52.3K
GWM
837
GSB Wealth Management
Connecticut
$50.7K +$50K +663 New
NRC
838
New Republic Capital
North Carolina
$49.6K +$48.9K +648 New
FFA
839
Founders Financial Alliance
North Carolina
$46.4K +$4.53K +60 +11%
AAG
840
Armstrong Advisory Group
Massachusetts
$45.6K
PP
841
Pacifica Partners
Canada
$42.7K
PWA
842
Physician Wealth Advisors
Utah
$39.7K +$2.72K +36 +7%
LWANC
843
Laurel Wealth Advisors (North Carolina)
North Carolina
$39.1K +$302 +4 +0.8%
NEWAS
844
N.E.W. Advisory Services
Wisconsin
$38.3K +$37.7K +500 New
ADL
845
Asset Dedication LLC
California
$37.1K
B
846
Birchbrook
Maine
$33.5K
NFSG
847
Newbridge Financial Services Group
Florida
$32.4K -$13.3K -176 -29%
FRA
848
Front Row Advisors
California
$31.5K +$2.79K +37 +10%
CT
849
Coastline Trust
Rhode Island
$31K
FWP
850
FAS Wealth Partners
Kansas
$30.1K +$151 +2 +0.5%

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.