BIV icon

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 %
Betterment LLC
126
Betterment LLC
New York
$13.1M +$512K +6,786 +4%
SWM
127
Soundmark Wealth Management
Washington
$13.1M +$4.16M +55,163 +47%
DC
128
Darrow Company
Massachusetts
$13M +$1.18M +15,603 +10%
ACC
129
Acorn Creek Capital
Colorado
$13M +$592K +7,851 +5%
CPG
130
Cornerstone Planning Group
New Jersey
$12.7M +$786K +10,606 +7%
CCFCSB
131
Cape Cod Five Cents Savings Bank
Massachusetts
$12.6M -$2.02M -26,808 -14%
Wealthfront Advisers
132
Wealthfront Advisers
California
$12.3M -$313K -4,152 -2%
MPW
133
MA Private Wealth
California
$12.1M +$7.07M +93,713 +139%
APP
134
Avantax Planning Partners
Iowa
$12.1M -$346K -4,594 -3%
Squarepoint
135
Squarepoint
New York
$12M +$9.36M +124,121 +349%
RCS
136
Retirement Capital Strategies
California
$11.9M +$11.9M +157,811 New
Prudential Financial
137
Prudential Financial
New Jersey
$11.8M -$3.42M -45,420 -23%
PS
138
Planned Solutions
California
$11.7M -$184K -2,443 -2%
CFD
139
Creative Financial Designs
Indiana
$11.5M +$143K +1,897 +1%
AMG
140
Asset Management Group
Connecticut
$11.2M +$55.8K +740 +0.5%
HFS
141
Hoge Financial Services
Pennsylvania
$11M +$1.39M +18,479 +14%
Citigroup
142
Citigroup
New York
$10.9M +$168K +2,226 +2%
KAS
143
Kestra Advisory Services
Texas
$10.5M -$214K -2,841 -2%
GFG
144
Goldstone Financial Group
Illinois
$10.5M +$452K +5,989 +4%
FA
145
FC Advisory
Pennsylvania
$10.5M +$262K +3,481 +3%
WFAG
146
Wescott Financial Advisory Group
Pennsylvania
$10.4M +$245K +3,252 +2%
PFBT
147
Parkside Financial Bank & Trust
Missouri
$10.3M +$823K +10,913 +9%
MWA
148
MFA Wealth Advisors
Pennsylvania
$9.97M +$9.97M +132,259 New
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$9.96M -$1.34M -17,733 -12%
SC
150
Stephenson & Company
California
$9.83M +$606K +8,040 +7%
4 5
6
7 8