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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
FGAM
901
Financial Gravity Asset Management
Texas
$4.82K +$4.75K +63 New
MWA
902
Medallion Wealth Advisors
Connecticut
$4.6K -$1.96K -26 -30%
MCM
903
Manchester Capital Management
Vermont
$4.59K
CAWM
904
Capital A Wealth Management
Pennsylvania
$4.59K
FWM
905
FSA Wealth Management
Massachusetts
$4.57K +$75 +1 +2%
NC
906
North Capital
Utah
$4.29K +$4.22K +56 New
OSAM
907
O'Shaughnessy Asset Management
Connecticut
$4.29K +$4.22K +56 New
HWM
908
Hemington Wealth Management
Virginia
$4K +$4.83K +64 New
LB
909
Legacy Bridge
Iowa
$3.83K
IWM
910
IMG Wealth Management
Florida
$3.66K -$8K -106 -69%
SN
911
Sittner & Nelson
Oregon
$2.91K +$2.87K +38 New
CFP
912
Comprehensive Financial Planning
Pennsylvania
$2.83K
CTWM
913
Cherry Tree Wealth Management
Minnesota
$2.3K +$2.26K +30 New
HT
914
Headlands Technologies
Illinois
$2.3K -$331K -4,385 -99%
TRCT
915
Tower Research Capital (TRC)
New York
$2.07K -$3.77K -50 -65%
PPA
916
Painted Porch Advisors
California
$1.91K
TLA
917
Tanglewood Legacy Advisors
Texas
$1.76K
SIS
918
Sound Income Strategies
Florida
$1.23K -$453 -6 -27%
PA
919
Pineridge Advisors
Missouri
$919 +$905 +12 New
FDCDDQ
920
Federation des caisses Desjardins du Quebec
Quebec, Canada
$459
CWM
921
Copia Wealth Management
Oregon
$459 +$453 +6 New
RS
922
Rakuten Securities
Japan
$383 -$4.68K -62 -93%
DRP
923
Decker Retirement Planning
Utah
$62 +$75 +1 New
Russell Investments Group
924
Russell Investments Group
United Kingdom
$35
AT
925
American Trust
Kentucky
-$69.2M -926,492 Closed

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.