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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
Tudor Investment Corp
951
Tudor Investment Corp
Connecticut
-$336K -4,493 Closed
OC
952
Optima Capital
Oregon
-$332K -4,439 Closed
Qube Research & Technologies (QRT)
953
Qube Research & Technologies (QRT)
United Kingdom
-$327K -4,377 Closed
SWRP
954
Summit Wealth & Retirement Planning
California
-$312K -4,180 Closed
EWA
955
Etesian Wealth Advisors
Oregon
-$307K -4,113 Closed
RWA
956
Redhawk Wealth Advisors
Minnesota
-$297K -3,979 Closed
SHGA
957
Sand Hill Global Advisors
California
-$284K -3,806 Closed
AFAS
958
Acorn Financial Advisory Services
Virginia
-$280K -3,753 Closed
MECA
959
Miller Equity Capital Advisors
Texas
-$277K -3,705 Closed
JCM
960
Jacobi Capital Management
Pennsylvania
-$271K -3,631 Closed
JSA
961
Jacobson & Schmitt Advisors
Wisconsin
-$271K -3,630 Closed
VAG
962
VisionPoint Advisory Group
Texas
-$260K -3,482 Closed
XT
963
XTX Topco
Cayman Islands
-$259K -3,464 Closed
BFPW
964
BOK Financial Private Wealth
Colorado
-$253K -3,382 Closed
VFPW
965
Vantage Financial Partners (Wisconsin)
Wisconsin
-$241K -3,224 Closed
CC
966
Commons Capital
Massachusetts
-$237K -3,165 Closed
KFS
967
Kelly Financial Services
Massachusetts
-$233K -3,124 Closed
BEI
968
Benjamin Edwards Inc
Missouri
-$225K -3,015 Closed
CS
969
Crescent Sterling
Louisiana
-$224K -3,000 Closed
EFG
970
Elm3 Financial Group
Georgia
-$214K -2,870 Closed
SF
971
Symphony Financial
Texas
-$212K -2,831 Closed
AA
972
Armis Advisers
Georgia
-$206K -2,757 Closed
OC
973
Oarsman Capital
Wisconsin
-$195K -2,612 Closed
TAM
974
Townsend Asset Management
North Carolina
-$88.2K -1,180 Closed
MCA
975
Midwest Capital Advisors
Michigan
-$73.6K -985 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.