BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

821 hedge funds and large institutions have $11.2B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 379 increasing their positions, 254 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
11.94%
Holding in Top 10
95
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.15%
% of All Funds
1.38%
New
87
Increased
379
Reduced
254
Closed
68
Calls
$442K
Puts
$989K
Net Calls
-$547K
Net Calls Change
-$608K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$527M
2
Bank of America
2
Bank of America
North Carolina
$471M
3
EWA
3
EP Wealth Advisors
California
$164M
4
Goldman Sachs
4
Goldman Sachs
New York
$648M
5
AWM
5
Avior Wealth Management
Nebraska
$27.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$577M
2
SFMG
2
Sage Financial Management Group
Virginia
$0
3
Truist Financial
3
Truist Financial
North Carolina
$59.6M
4
PI
4
PFG Investments
New York
$435K
5
AAS
5
Avantax Advisory Services
Texas
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
76
Gordian Advisors
Arizona
$23.8M -$772K -10,307 -3%
AWS
77
Atria Wealth Solutions
New York
$23.6M +$866K +11,569 +4%
RC
78
Roundview Capital
New Jersey
$23.3M +$312K +4,172 +1%
BCA
79
Ballentine Capital Advisors
South Carolina
$23M +$560K +7,479 +2%
SA
80
Strategic Advocates
Utah
$22.3M +$896K +11,967 +4%
FCI
81
Financial Counselors Inc
Kansas
$22.1M -$9M -120,164 -29%
BOS
82
Bank of Stockton
California
$22M -$4.4M -58,714 -17%
WF
83
Williams Financial
Vermont
$21.8M +$74.4K +993 +0.3%
SCA
84
Scott Capital Advisors
Oregon
$21.8M -$1.93M -25,625 -8%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$21.8M -$2.77M -36,948 -11%
PCIA
86
Prime Capital Investment Advisors
Kansas
$21.6M -$5.77M -77,076 -21%
WPWM
87
Windward Private Wealth Management
Kansas
$21.5M +$884K +11,804 +4%
PAG
88
Private Advisor Group
New Jersey
$21.2M +$3.32M +44,397 +19%
TC
89
TownSquare Capital
Utah
$20.7M +$773K +10,326 +4%
GFG
90
Greystone Financial Group
Michigan
$20.6M +$557K +7,434 +3%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$20.3M +$1.7M +22,725 +9%
KMWM
92
Keudell/Morrison Wealth Management
Oregon
$19.7M -$7.71M -102,907 -28%
SC
93
Schiavi & Co
Delaware
$19M +$643K +8,592 +4%
CIP
94
Capital Insight Partners
Arizona
$18.8M -$2.95M -39,454 -14%
AAS
95
Avantax Advisory Services
Texas
$18.4M -$13.3M -177,337 -42%
FIA
96
FPC Investment Advisory
California
$18.3M +$83.1K +1,093 +0.5%
DPI
97
Diversified Portfolios Inc
Michigan
$18.1M -$1.13M -15,123 -6%
BWM
98
Brown Wealth Management
Illinois
$18M +$947K +12,647 +6%
ST
99
Smithfield Trust
Pennsylvania
$17.6M +$2.23M +29,763 +14%
CPRC
100
Consolidated Portfolio Review Corp
New York
$17.6M +$98.3K +1,313 +0.6%
2 3
4
5 6