Vanguard Intermediate-Term Bond ETF
932 hedge funds and large institutions have $14B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 445 increasing their positions, 251 reducing their positions, and 43 closing their positions.
226% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 43
77% more repeat investments, than reductions
Existing positions increased: 445 | Existing positions reduced: 251
13% more capital invested
Capital invested by funds: $12.4B → $14B (+$1.62B)
9% more funds holding
Funds holding: 854 → 932 (+78)
1.29% more ownership
Funds ownership: 61.74% → 63.03% (+1.3%)
2% less funds holding in top 10
Funds holding in top 10: 104 → 102 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$344M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$117M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$70.8M |
| 4 |
WL
WIT LLC
District Of Columbia,
District of Columbia
|
+$54M |
| 5 |
LPL Financial
San Diego,
California
|
+$50.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$46.8M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$40.8M |
| 3 |
OFP
OLIO Financial Planning
Mclean,
Virginia
|
-$22.3M |
| 4 |
JSA
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
-$17.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.9M |
BIV Hedge Fund Activity: Q4 2024 in Review
932 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2024, worth a combined $14B — up 13% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new BIV positions and 43 closed out — a net gain of 97 holders — while 445 added to existing stakes and 251 trimmed.
The largest buyer was Wells Fargo, adding an estimated $344M. The largest seller was Amplius Wealth Advisors, cutting an estimated $46.8M.
- 932 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2024, up from 854 in Q3 2024.
- Funds reported $14B of Vanguard Intermediate-Term Bond ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 140 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2024 and 43 closed out, a net change of +97 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2024 was Wells Fargo, an estimated $344M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2024 was Amplius Wealth Advisors, an estimated $46.8M sold.
Based on aggregated 13F filings for Q4 2024.