BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

700 hedge funds and large institutions have $8.69B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 292 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+14
Holders Change %
+2.04%
% of All Funds
11.2%
Holding in Top 10
64
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.57%
% of All Funds
1.02%
New
67
Increased
292
Reduced
255
Closed
39
Calls
$207K
Puts
$668K
Net Calls
-$461K
Net Calls Change
-$743K

Top Buyers

1
EA
1
Efficient Advisors
Ohio
$101M
2
AT
2
American Trust
Kentucky
$73.7M
3
RIA
3
Retirement Investment Advisors
Oklahoma
$56.9M
4
LPL Financial
4
LPL Financial
California
$289M
5
Bank of America
5
Bank of America
North Carolina
$430M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$11.1M
2
BC
2
Burney Company
Virginia
$236K
3
EC
3
Estate Counselors
Wisconsin
$0
4
GC
4
Grimes & Company
Massachusetts
$651K
5
AA
5
Atmos Advisory
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$14.5M +$391K +4,994 +3%
WFA
77
Websterrogers Financial Advisors
South Carolina
$14.4M +$4.9M +63,862 +51%
CW
78
CreativeOne Wealth
Kansas
$13.8M +$795K +10,364 +6%
VCM
79
Verde Capital Management
Michigan
$13.8M +$86.9K +1,132 +0.6%
BCM
80
Brookstone Capital Management
Illinois
$13.7M +$266K +3,491 +2%
SW
81
Signify Wealth
Missouri
$13.5M -$128K -1,667 -0.9%
BFP
82
Brewster Financial Planning
New York
$13.4M +$309K +4,031 +2%
HI
83
Human Investing
Oregon
$13.4M +$110K +1,438 +0.8%
TAIM
84
TD Ameritrade Investment Management
Nebraska
$13M -$443K -5,772 -3%
PCWA
85
Pacific Capital Wealth Advisors
California
$12.8M +$2.5M +32,559 +24%
NC
86
NewSquare Capital
Pennsylvania
$12.4M -$267K -3,480 -2%
AWA
87
Amplius Wealth Advisors
Pennsylvania
$12.2M +$1.34M +17,457 +12%
SFMG
88
Sage Financial Management Group
Virginia
$12.2M -$811K -10,572 -6%
AWM
89
AE Wealth Management
Kansas
$12.1M -$2.05M -26,754 -14%
Betterment LLC
90
Betterment LLC
New York
$12M +$163K +2,124 +1%
ST
91
Smithfield Trust
Pennsylvania
$12M -$35.3K -460 -0.3%
SI
92
Stephens Inc
Arkansas
$11.9M -$15.8M -206,044 -57%
FWM
93
ForthRight Wealth Management
Georgia
$11.9M +$3.28M +42,684 +38%
PS
94
Planned Solutions
California
$11.8M +$11.8M +153,688 New
EWM
95
Echo Wealth Management
Minnesota
$11.7M +$9.64M +125,559 +474%
CPRC
96
Consolidated Portfolio Review Corp
New York
$11.5M +$11.5M +150,487 New
AMG
97
Asset Management Group
Connecticut
$11.5M +$255K +3,319 +2%
Financial Engines Advisors
98
Financial Engines Advisors
California
$11.1M -$32.5M -422,877 -75%
MAS
99
Meeder Advisory Services
Ohio
$10.9M +$637K +8,307 +6%
WWM
100
Wiser Wealth Management
Georgia
$10.8M +$976K +12,723 +10%
2 3
4
5 6