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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
$204M
2
EWA
EP Wealth Advisors
California
$121M
3
VFP
Verus Financial Partners
Virginia
$38.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$210M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$63.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$379M
2
Goldman Sachs
Goldman Sachs
New York
$618M
3
Bank of America
Bank of America
North Carolina
$420M
4
Osaic Holdings
Osaic Holdings
Arizona
$110M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
851
DZ Bank
Germany
– -$114K -1,503 Closed
RIM
852
Rockbridge Investment Management
New York
– -$98.7K -1,293 Closed
DCBT
853
Dakota Community Bank & Trust
North Dakota
– -$94.4K -1,245 Closed
TWM
854
Tradition Wealth Management
Minnesota
– -$48K -629 Closed
WCM
855
Winthrop Capital Management
Indiana
– -$41.1K -538 Closed
UAG
856
United Advisor Group
Ohio
– -$204K -526 Closed
FCG
857
Financial Connections Group
California
– -$38K -503 Closed
HDIM
858
Hanson & Doremus Investment Management
Vermont
– -$22K -290 Closed
BWM
859
BKM Wealth Management
Wisconsin
– -$21.6K -283 Closed
FMP
860
Financial Management Professionals
Texas
– -$18K -232 Closed
HT
861
Headlands Technologies
Illinois
– -$16.3K -213 Closed
FBC
862
Fairfield, Bush & Co
Connecticut
– -$15.3K -200 Closed
AEPWM
863
Atlantic Edge Private Wealth Management
Florida
– -$9.55K -125 Closed
CG
864
Cutler Group
California
– -$7K -100 Closed
LFA
865
Livelsberger Financial Advisory
Ohio
– -$6.19K -81 Closed
NEAM
866
New England Asset Management
Connecticut
– -$5.73K -75 Closed
TVAMP
867
Tennessee Valley Asset Management Partners
Tennessee
– -$4.42K -58 Closed
PMFA
868
Plante Moran Financial Advisors
Michigan
– -$4.13K -54 Closed
JFGIW
869
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$2.83K -37 Closed
KA
870
Kozak & Associates
Colorado
– -$2.52K -33 Closed
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