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Vanguard Intermediate-Term Bond ETF
BIV

1,017 hedge funds and large institutions have $19B invested in Vanguard Intermediate-Term Bond ETF in 2026 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 494 increasing their positions, 311 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $337K | Put options by funds: $207K

59% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 311

40% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 62

2% more capital invested

Capital invested by funds: $18.6B → $19B (+$397M)

0% more funds holding

Funds holding: 1,012 → 1,017 (+5)

0.07% more ownership

Funds ownership: 65.78% → 65.85% (+0.07%)

10% less funds holding in top 10

Funds holding in top 10: 121 → 109 (-12)

Holders
1,017
Holders Change
+5
Holders Change %
+0.49%
% of All Funds
12.29%
Holding in Top 10
109
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-9.92%
% of All Funds
1.32%
New
87
Increased
494
Reduced
311
Closed
62
Calls
$337K
Puts
$207K
Net Calls
+$130K
Net Calls Change
-$433K

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$149M
2
AssetMark Inc
AssetMark Inc
California
+$102M
3
Goldman Sachs
Goldman Sachs
New York
+$68.4M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$57.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.3M

Top Sellers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
-$159M
2
Wells Fargo
Wells Fargo
California
-$99M
3
PAG
Private Advisor Group
New Jersey
-$51.1M
4
4WM
49 Wealth Management
Texas
-$43M
5
Ameriprise
Ameriprise
Minnesota
-$22.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1001
Sittner & Nelson
Oregon
$2.92K – – –
CFP
1002
Comprehensive Financial Planning
Pennsylvania
$2.84K – – –
UBS AM
1003
UBS AM
Illinois
$2.45K -$174K -2,273 -99%
T
1004
Transce3nd
Texas
$2.28K – – –
ACA
1005
Atlas Capital Advisors
Wyoming
$2.22K -$2.07K -27 -48%
EAM
1006
Eukles Asset Management
Ohio
$2.22K – – –
RMP
1007
Richards, Merrill & Peterson
Washington
$2.15K – – –
AIS
1008
Advocate Investing Services
Maryland
$2.15K +$2.15K +28 New
VWA
1009
Valued Wealth Advisors
Utah
$2K – – –
TLA
1010
Tanglewood Legacy Advisors
Texas
$1.76K – – –
LCM
1011
Logan Capital Management
Pennsylvania
$844 +$844 +11 New
CWM
1012
Copia Wealth Management
Oregon
$460 – – –
FDCDDQ
1013
Federation des caisses Desjardins du Quebec
Quebec, Canada
$460 – – –
Russell Investments Group
1014
Russell Investments Group
United Kingdom
$403 +$154 +2 +67%
NL
1015
NorthAvenue LLC
Ohio
$384 +$384 +5 New
MWA
1016
Medallion Wealth Advisors
Connecticut
$245 -$3.46K -45 -94%
MWM
1017
Mosley Wealth Management
California
$230 – – –
FGC
1018
Financial Gravity Companies
Texas
$153 +$154 +2 New
TC
1019
Trust Company
Kansas
$77 +$77 +1 New
TAP
1020
Tounjian Advisory Partners
Florida
$56 +$77 +1 New
SL
1021
Systelligence LLC
Minnesota
– -$8.72M -112,975 Closed
FFWA
1022
Forthright Family Wealth Advisory
Texas
– -$4.7M -62,371 Closed
Jane Street
1023
Jane Street
New York
– -$2.85M -36,952 Closed
IC
1024
IEQ Capital
California
– -$2.15M -27,850 Closed
GWM
1025
Greenline Wealth Management
Florida
– -$2M -25,900 Closed
39 40
41
42 43

BIV Hedge Fund Activity: Q2 2026 in Review

1,017 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2026, worth a combined $19B — up 2.1% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BIV positions and 62 closed out — a net gain of 25 holders — while 494 added to existing stakes and 311 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $149M. The largest seller was Mather Group, cutting an estimated $159M.

  • 1,017 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2026, up from 1,012 in Q1 2026.
  • Funds reported $19B of Vanguard Intermediate-Term Bond ETF stock for Q2 2026, up 2.1% quarter-over-quarter.
  • 87 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2026 and 62 closed out, a net change of +25 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2026 was EP Wealth Advisors, an estimated $149M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2026 was Mather Group, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2026.