BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

717 hedge funds and large institutions have $9.63B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 309 increasing their positions, 244 reducing their positions, and 70 closing their positions.

Holders
717
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.44%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.16%
New
78
Increased
309
Reduced
244
Closed
70
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
-$39K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$157M
2
Comerica Bank
2
Comerica Bank
Texas
$76.9M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$61.7M
5
Wells Fargo
5
Wells Fargo
California
$581M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.27B
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$983K
3
UCFA
3
United Capital Financial Advisors
Texas
$344M
4
Bank of America
4
Bank of America
North Carolina
$394M
5
OCM
5
One Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
126
Revisor Wealth Management
Ohio
$10.1M 139,773 +44,431 +47%
GAM
127
Gemmer Asset Management
California
$9.86M 136,319 +5,936 +5%
FA
128
FC Advisory
Pennsylvania
$9.83M 135,994 +1,314 +1%
AIP
129
Ameritas Investment Partners
Nebraska
$8.92M 123,345 +11,296 +10%
Citigroup
130
Citigroup
New York
$8.78M 121,479 -1,108 -0.9%
PCWA
131
Pacific Capital Wealth Advisors
California
$8.69M 120,114 -50,555 -30%
MA
132
MBA Advisors
Pennsylvania
$8.63M 119,362 +9,084 +8%
SWM
133
Soundmark Wealth Management
Washington
$8.57M 118,577 +27,423 +30%
FHA
134
First Horizon Advisors
Tennessee
$8.54M 118,136 +3,412 +3%
AAM
135
Austin Asset Management
Texas
$8.3M 114,782 +2,883 +3%
NCM
136
Neumann Capital Management
California
$8.02M 110,954 -28,240 -20%
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$8M 110,697 +423 +0.4%
GGS
138
Galvin Gaustad & Stein
Arizona
$7.84M 108,371 +4,479 +4%
DC
139
Davenport & Co
Virginia
$7.81M 108,062 +19,049 +21%
PCIA
140
Prime Capital Investment Advisors
Kansas
$7.63M 105,511 -2,102 -2%
BRWA
141
B. Riley Wealth Advisors
Florida
$7.56M 104,513 +1,203 +1%
PFBT
142
Parkside Financial Bank & Trust
Missouri
$7.49M 103,586 +24,195 +30%
FIM
143
Freedom Investment Management
Connecticut
$7.11M 98,287 -7,119 -7%
SIS
144
Strategic Investment Solutions
Illinois
$7.09M 95,823 +95,823 New
SWM
145
SigFig Wealth Management
California
$6.98M 96,511 -825 -0.8%
GFG
146
Goldstone Financial Group
Illinois
$6.93M 95,782 +2,883 +3%
BSW
147
Buckingham Strategic Wealth
Missouri
$6.85M 94,696 -18,538 -16%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$6.83M 94,504 +976 +1%
SIA
149
Sovereign Investment Advisors
Arizona
$6.82M 94,279 +633 +0.7%
PWM
150
Perigon Wealth Management
California
$6.81M 94,127 +6,875 +8%
4 5
6
7 8