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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

850 hedge funds and large institutions have $12.4B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 434 increasing their positions, 223 reducing their positions, and 51 closing their positions.

Holders
850
Holders Change
+29
Holders Change %
+3.53%
% of All Funds
12.3%
Holding in Top 10
104
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.47%
% of All Funds
1.5%
New
87
Increased
434
Reduced
223
Closed
51
Calls
$313K
Puts
$4.17M
Net Calls
-$3.85M
Net Calls Change
-$3.31M

Top Buyers

1
TLFA
1
True Link Financial Advisors
California
$291M
2
EWA
2
EP Wealth Advisors
California
$238M
3
Morgan Stanley
3
Morgan Stanley
New York
$460M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$607M
5
Ameriprise
5
Ameriprise
Minnesota
$286M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$578M
2
BC
2
Brio Consultants
California
$854K
3
UBS Group
3
UBS Group
Switzerland
$96.6M
4
MG
4
Mather Group
Illinois
$213M
5
BC
5
Burney Company
Virginia
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CPRC
101
Consolidated Portfolio Review Corp
New York
$19.4M 247,247 +12,400 +5%
BCI
102
Brinker Capital Investments
Pennsylvania
$19.1M 243,693 +11,604 +5%
OPS
103
Orion Portfolio Solutions
Nebraska
$19.1M 243,693 +11,604 +5%
SI
104
Stephens Inc
Arkansas
$18.8M 239,444 +12,960 +6%
JSA
105
Jacobson & Schmitt Advisors
Wisconsin
$18.2M 232,596 +4,276 +2%
BOS
106
Bank of Stockton
California
$18M 230,264 -63,825 -22%
KMWM
107
Keudell/Morrison Wealth Management
Oregon
$17.9M 228,605 -33,813 -13%
AAS
108
Avantax Advisory Services
Texas
$17.9M 228,447 -16,825 -7%
SCI
109
Silver Coast Investments
United States
$17.2M 220,110 +10,590 +5%
BFP
110
Brewster Financial Planning
New York
$17.2M 219,179 +9,327 +4%
CW
111
CreativeOne Wealth
Kansas
$17.1M 217,730 +23,863 +12%
AMM
112
American Money Management
California
$16.7M 213,561 +14,015 +7%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$16.7M 213,446 -15,996 -7%
CIP
114
Capital Insight Partners
Arizona
$16.3M 207,557 -43,074 -17%
ACC
115
Acorn Creek Capital
Colorado
$16.1M 206,043 +20,441 +11%
HI
116
Human Investing
Oregon
$15.9M 202,963 +6,959 +4%
HWA
117
Heartwood Wealth Advisors
Virginia
$15.8M 202,209 +202,209 New
LPAM
118
Lodestar Private Asset Management
California
$15.8M 201,636 +14,645 +8%
Betterment LLC
119
Betterment LLC
New York
$15.7M 200,140 +14,705 +8%
MBT
120
Montecito Bank & Trust
California
$15.6M 199,404 +199,404 New
CAC
121
Certified Advisory Corp
Florida
$15.2M 193,813 +58,597 +43%
CPG
122
Cornerstone Planning Group
New Jersey
$14.9M 195,289 +12,890 +7%
BC
123
Burney Company
Virginia
$14.8M 189,465 -175,695 -48%
PFM
124
Phillips Financial Management
Indiana
$14.8M 189,112 -10,050 -5%
NC
125
NewSquare Capital
Pennsylvania
$14.6M 186,591 +24 +0%
3 4
5
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