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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
B
76
BetterWealth
California
$31M +$639K +8,467 +2%
CWC
77
Carolinas Wealth Consulting
North Carolina
$30.9M -$149K -1,969 -0.5%
MHR
78
Matthew Hamilton Rosenberg
$30.8M +$1.78M +23,546 +6%
Financial Engines Advisors
79
Financial Engines Advisors
California
$30.8M -$1.89M -25,080 -6%
AWM
80
Avior Wealth Management
Nebraska
$29.7M -$531K -7,035 -2%
PRS
81
Pinkerton Retirement Specialists
Idaho
$29.1M +$1.78M +23,535 +7%
GA
82
Gordian Advisors
Arizona
$29.1M +$760K +10,069 +3%
LA
83
LVW Advisors
New York
$28.8M +$8.75M +116,007 +45%
FMTCOCP
84
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27.3M +$3.73M +49,390 +16%
RC
85
Roundview Capital
New Jersey
$26.5M -$362K -4,798 -1%
SA
86
Strategic Advocates
Utah
$26.5M +$583K +7,727 +2%
PAG
87
Private Advisor Group
New Jersey
$26.5M -$1.89M -25,052 -7%
BCA
88
Ballentine Capital Advisors
South Carolina
$25.1M +$1.37M +18,125 +6%
FNBTCON
89
First National Bank & Trust Co of Newtown
Pennsylvania
$24.8M +$18.3K +242 +0.1%
FCI
90
Financial Counselors Inc
Kansas
$24.7M -$6.04M -80,010 -20%
MFT
91
Moisand Fitzgerald Tamayo
Florida
$24.5M -$7.7M -102,088 -24%
SCA
92
Scott Capital Advisors
Oregon
$24.3M +$477K +6,327 +2%
PCIA
93
Prime Capital Investment Advisors
Kansas
$23.7M +$2.78M +36,840 +14%
GFG
94
Greystone Financial Group
Michigan
$23.5M +$1.68M +22,270 +8%
SAS
95
SMI Advisory Services
Indiana
$23.2M -$4.73M -62,738 -17%
WPWM
96
Windward Private Wealth Management
Kansas
$23.1M +$378K +5,014 +2%
BCI
97
Brinker Capital Investments
Pennsylvania
$23M +$4.26M +56,408 +23%
OPS
98
Orion Portfolio Solutions
Nebraska
$23M +$4.26M +56,408 +23%
ACC
99
Acorn Creek Capital
Colorado
$22.2M +$4.94M +65,519 +29%
WFAG
100
Wescott Financial Advisory Group
Pennsylvania
$21.6M +$2.56M +33,934 +14%

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.