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Vanguard Intermediate-Term Bond ETF

1,012 hedge funds and large institutions have $18.6B invested in Vanguard Intermediate-Term Bond ETF in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 527 increasing their positions, 253 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 253

86% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 57

7% more capital invested

Capital invested by funds: $17.4B → $18.6B (+$1.19B)

3% more funds holding

Funds holding: 9781,012 (+34)

3% more funds holding in top 10

Funds holding in top 10: 117121 (+4)

0.47% more ownership

Funds ownership: 65.31%65.78% (+0.47%)

Holders
1,012
Holders Change
+34
Holders Change %
+3.48%
% of All Funds
12.38%
Holding in Top 10
121
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.42%
% of All Funds
1.48%
New
106
Increased
527
Reduced
253
Closed
57
Calls
$563K
Puts
Net Calls
+$563K
Net Calls Change
-$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$34.8M -$140M -1,796,360 -80%
CSP
77
Cary Street Partners
Virginia
$34.5M +$353K +4,531 +0.9%
GWM
78
Geneos Wealth Management
Colorado
$33.6M +$3.62M +46,438 +12%
BS
79
Brighton Securities
New York
$33.6M +$3.83M +49,146 +13%
AWM
80
Avior Wealth Management
Nebraska
$33.5M +$1.01M +12,998 +3%
SMBT
81
Southern Michigan Bank & Trust
Michigan
$33.5M +$33.8M +433,773 New
GA
82
Gordian Advisors
Arizona
$33M +$1.01M +12,954 +3%
MT
83
Midwest Trust
Kansas
$32.7M -$2.89M -37,164 -8%
Wealthfront Advisers
84
Wealthfront Advisers
California
$32.6M +$2.26M +28,992 +7%
MWM
85
Modera Wealth Management
New Jersey
$32.3M -$2.58M -33,105 -7%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$30.9M +$1.38M +17,684 +5%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$30.8M +$86.6K +1,113 +0.3%
SA
88
Seneschal Advisors
Washington
$30.6M +$652K +8,373 +2%
WFAG
89
Wescott Financial Advisory Group
Pennsylvania
$30.1M +$3.33M +42,712 +12%
FIA
90
FPC Investment Advisory
California
$30.1M +$2.84M +36,477 +10%
GFWA
91
Grey Fox Wealth Advisors
Delaware
$30.1M +$8.31M +106,754 +38%
ACC
92
Acorn Creek Capital
Colorado
$29M +$1.3M +16,679 +5%
RC
93
Roundview Capital
New Jersey
$28.8M +$1.3M +16,755 +5%
MHR
94
Matthew Hamilton Rosenberg
$28.6M -$141K -1,811 -0.5%
EFG
95
Everhart Financial Group
Ohio
$28.4M -$1.04M -13,356 -3%
BCA
96
Ballentine Capital Advisors
South Carolina
$28.2M +$923K +11,858 +3%
CPA
97
Compass Planning Associates
Massachusetts
$27.9M +$1.49M +19,142 +6%
LPAM
98
Lodestar Private Asset Management
California
$27.7M +$2.05M +26,287 +8%
HFS
99
Hoge Financial Services
Pennsylvania
$27.5M +$5.51M +70,839 +25%
SC
100
Schiavi & Co
Delaware
$26.8M +$3.57M +45,919 +15%

BIV Hedge Fund Activity: Q1 2026 in Review

1,012 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2026, worth a combined $18.6B — up 6.9% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new BIV positions and 57 closed out — a net gain of 49 holders — while 527 added to existing stakes and 253 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $523M. The largest seller was TIAA Trust, National Association, cutting an estimated $194M.

  • 1,012 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2026, up from 978 in Q4 2025.
  • Funds reported $18.6B of Vanguard Intermediate-Term Bond ETF stock for Q1 2026, up 6.9% quarter-over-quarter.
  • 106 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2026 and 57 closed out, a net change of +49 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $523M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2026.