BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

819 hedge funds and large institutions have $11.4B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 312 increasing their positions, 292 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+102
Holders Change %
+14.23%
% of All Funds
12.01%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.36%
New
150
Increased
312
Reduced
292
Closed
41
Calls
$344K
Puts
–
Net Calls
+$344K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$920M
2
Morgan Stanley
Morgan Stanley
New York
$788M
3
Bank of America
Bank of America
North Carolina
$540M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$71.7M
5
TLFA
True Link Financial Advisors
California
$152M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$196M
2
LWM
Liberty Wealth Management
California
$261K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.23B
4
MFG
Merit Financial Group
Georgia
$3.72M
5
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
126
Cornerstone Planning Group
New Jersey
$12.3M +$1.03M +13,425 +9%
LPAM
127
Lodestar Private Asset Management
California
$12.2M +$175K +2,295 +1%
WWM
128
Wiser Wealth Management
Georgia
$12.2M +$818K +10,796 +7%
PS
129
Planned Solutions
California
$12M +$53.2K +697 +0.4%
MFT
130
Moisand Fitzgerald Tamayo
Florida
$12M +$11.8M +154,320 +5,125%
DC
131
Darrow Company
Massachusetts
$12M -$9.55K -125 -0.1%
CFD
132
Creative Financial Designs
Indiana
$11.5M +$216K +2,828 +2%
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$11.4M +$2.99M +39,116 +35%
AMG
134
Asset Management Group
Connecticut
$11.3M -$252K -3,294 -2%
NHT
135
New Hampshire Trust
New Hampshire
$11.2M +$7.17M +93,934 +177%
FRA
136
FFG Retirement Advisors
Colorado
$11M +$11M +143,610 New
KAS
137
Kestra Advisory Services
Texas
$10.9M -$902K -11,815 -8%
Citigroup
138
Citigroup
New York
$10.9M +$1.61M +21,094 +17%
TW
139
Traveka Wealth
California
$10.6M +$10.6M +138,960 New
FA
140
FC Advisory
Pennsylvania
$10.4M +$306 +4 +0%
WFAG
141
Wescott Financial Advisory Group
Pennsylvania
$10.3M +$3.94M +51,596 +62%
GFG
142
Goldstone Financial Group
Illinois
$10.2M +$2.88M +37,714 +39%
WFA
143
Websterrogers Financial Advisors
South Carolina
$10.1M -$12.3M -160,463 -55%
SA
144
Strategic Advocates
Utah
$9.95M +$6.15M +80,555 +162%
Charles Schwab
145
Charles Schwab
California
$9.83M -$1.5M -19,657 -13%
HFS
146
Hoge Financial Services
Pennsylvania
$9.76M +$9.76M +127,728 New
PFBT
147
Parkside Financial Bank & Trust
Missouri
$9.59M +$1.68M +21,989 +21%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$9.34M +$5.23M +68,448 +127%
SC
149
Stephenson & Company
California
$9.34M +$9.34M +122,334 New
AA
150
Atmos Advisory
Pennsylvania
$9.21M +$9.21M +120,637 New
4 5
6
7 8