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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

720 hedge funds and large institutions have $9.58B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 321 increasing their positions, 231 reducing their positions, and 42 closing their positions.

Holders
720
Holders Change
+20
Holders Change %
+2.86%
% of All Funds
11.36%
Holding in Top 10
71
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.94%
% of All Funds
1.12%
New
65
Increased
321
Reduced
231
Closed
42
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$702K

Top Buyers

1
MG
1
Mather Group
Illinois
$178M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$105M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.58B
4
Wells Fargo
4
Wells Fargo
California
$548M
5
Morgan Stanley
5
Morgan Stanley
New York
$370M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$563K
2
Jane Street
2
Jane Street
New York
$0
3
SFMG
3
Sage Financial Management Group
Virginia
$0
4
GFG
4
Greystone Financial Group
Michigan
$17.9M
5
CSPAM
5
Cary Street Partners Asset Management
Virginia
$389K
Name Market Value Shares Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$12.6M 167,966 +75,371 +81%
ST
102
Smithfield Trust
Pennsylvania
$12.5M 166,575 +10,639 +7%
TAIM
103
TD Ameritrade Investment Management
Nebraska
$12.4M 165,405 -4,328 -3%
FIS
104
Fischer Investment Strategies
California
$12.4M 164,322 +164,322 New
SI
105
Stephens Inc
Arkansas
$12.4M 164,225 +9,083 +6%
DC
106
Darrow Company
Massachusetts
$12.1M 161,403 +29,230 +22%
PS
107
Planned Solutions
California
$11.9M 158,057 +4,369 +3%
SW
108
Signify Wealth
Missouri
$11.4M 151,171 -25,001 -14%
AMG
109
Asset Management Group
Connecticut
$11.4M 150,944 +517 +0.3%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$11.3M 152,494 +78,387 +106%
MAS
111
Meeder Advisory Services
Ohio
$11.3M 149,931 +8,082 +6%
EWM
112
Echo Wealth Management
Minnesota
$11M 146,421 -5,635 -4%
PFM
113
Phillips Financial Management
Indiana
$11M 145,796 +16,430 +13%
WWM
114
Wiser Wealth Management
Georgia
$10.8M 143,593 +2,739 +2%
CFD
115
Creative Financial Designs
Indiana
$10.6M 140,762 +96,590 +219%
RC
116
Roundview Capital
New Jersey
$10.5M 139,638 +12,065 +9%
NCM
117
Neumann Capital Management
California
$10.5M 139,194 +19,190 +16%
AWM
118
AE Wealth Management
Kansas
$10.1M 134,913 -23,147 -15%
FA
119
FC Advisory
Pennsylvania
$10.1M 134,680 +6,028 +5%
HP
120
HT Partners
Connecticut
$10M 133,254 -161 -0.1%
CPG
121
Cornerstone Planning Group
New Jersey
$9.87M 131,215 +131,215 New
LPAM
122
Lodestar Private Asset Management
California
$9.86M 131,033 +31,218 +31%
GAM
123
Gemmer Asset Management
California
$9.81M 130,383 -7,632 -6%
CWAG
124
Carlsbad Wealth Advisory Group
California
$9.41M 125,031 +125,031 New
Citigroup
125
Citigroup
New York
$9.22M 122,587 +2,700 +2%
3 4
5
6 7