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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

814 hedge funds and large institutions have $10.9B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 388 increasing their positions, 255 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
-5
Holders Change %
-0.61%
% of All Funds
11.8%
Holding in Top 10
93
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
64
Increased
388
Reduced
255
Closed
55
Calls
$400K
Puts
$339K
Net Calls
+$61K
Net Calls Change
-$283K

Top Buyers

1
TLFA
True Link Financial Advisors
California
$204M
2
EWA
EP Wealth Advisors
California
$121M
3
VFP
Verus Financial Partners
Virginia
$38.8M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$210M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$63.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$379M
2
Goldman Sachs
Goldman Sachs
New York
$618M
3
Bank of America
Bank of America
North Carolina
$420M
4
Osaic Holdings
Osaic Holdings
Arizona
$110M
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
101
Brown Wealth Management
Illinois
$17.2M +$17.2M +227,767 New
JSA
102
Jacobson & Schmitt Advisors
Wisconsin
$16.9M +$1.63M +21,604 +11%
FMTCOCP
103
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16.2M +$12.4M +164,964 +327%
BCI
104
Brinker Capital Investments
Pennsylvania
$16.2M +$768K +10,184 +5%
OPS
105
Orion Portfolio Solutions
Nebraska
$16.2M +$768K +10,184 +5%
SI
106
Stephens Inc
Arkansas
$16.1M +$1.34M +17,732 +9%
CW
107
CreativeOne Wealth
Kansas
$15.6M +$1.55M +20,621 +11%
ST
108
Smithfield Trust
Pennsylvania
$15.5M +$2.32M +30,759 +18%
FWM
109
ForthRight Wealth Management
Georgia
$15M +$1.08M +14,350 +8%
BFP
110
Brewster Financial Planning
New York
$14.9M +$725K +9,609 +5%
BCM
111
Brookstone Capital Management
Illinois
$14.8M -$406K -5,388 -3%
AI
112
Atria Investments
North Carolina
$14.8M -$6.74M -89,391 -31%
AMM
113
American Money Management
California
$14.4M +$1.26M +16,722 +10%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$14.2M +$435K +5,764 +3%
PFM
115
Phillips Financial Management
Indiana
$14.2M +$1.42M +18,866 +11%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$14M +$5.27M +69,891 +60%
SCI
117
Silver Coast Investments
United States
$14M +$918K +12,181 +7%
NC
118
NewSquare Capital
Pennsylvania
$13.9M +$412K +5,469 +3%
HI
119
Human Investing
Oregon
$13.9M +$648K +8,599 +5%
PCM
120
Penserra Capital Management
California
$13.8M +$13.8M +183,280 New
MAS
121
Meeder Advisory Services
Ohio
$13.4M +$1.19M +15,837 +10%
VCM
122
Verde Capital Management
Michigan
$13.3M +$1.01M +13,379 +8%
LPAM
123
Lodestar Private Asset Management
California
$13.3M +$1.19M +15,738 +10%
FMC
124
First Merchants Corp
Indiana
$13.2M +$821K +10,883 +7%
TW
125
Traveka Wealth
California
$13.1M +$2.66M +35,312 +25%
3 4
5
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