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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
11.43%
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 %
TFP
151
TrueWealth Financial Partners
Washington
$6.81M 94,118 +4,226 +5%
BHWM
152
Bay Harbor Wealth Management
Maryland
$6.62M 91,488 -1,482 -2%
CA
153
Continuum Advisory
Idaho
$6.61M 91,349 -891 -1%
William Blair & Company
154
William Blair & Company
Illinois
$6.59M 91,099 +926 +1%
THL
155
Tillman Hartley LLC
Colorado
$6.55M 90,640 – –
CAM
156
Clark Asset Management
New Hampshire
$6.5M 89,957 +27,814 +45%
LFG
157
Larson Financial Group
Missouri
$6.36M 87,924 +10,689 +14%
HP
158
Hyperion Partners
Pennsylvania
$6.3M 87,175 +3,155 +4%
WFAG
159
Wescott Financial Advisory Group
Pennsylvania
$6.04M 83,539 +6,593 +9%
KCM
160
KLK Capital Management
California
$6M 78,957 -2,435 -3%
Vanguard Group
161
Vanguard Group
Pennsylvania
$5.99M 82,846 +51,303 +163%
PNC
162
Park National Corp
Ohio
$5.98M 82,651 +63,443 +330%
CWM
163
Congress Wealth Management
Massachusetts
$5.94M 82,208 +82,208 New
FA
164
Fermata Advisors
California
$5.92M 81,883 +81,883 New
TPCW
165
TD Private Client Wealth
New York
$5.82M 80,491 +15,970 +25%
SWA
166
Safir Wealth Advisors
New Hampshire
$5.79M 80,073 -159 -0.2%
AWM
167
Avior Wealth Management
Nebraska
$5.77M 79,798 -15,974 -17%
M&T Bank
168
M&T Bank
New York
$5.72M 79,142 +2,226 +3%
SPC
169
Sigma Planning Corp
Michigan
$5.7M 78,843 -6,177 -7%
PFP
170
Pinnacle Financial Partners
Tennessee
$5.7M 78,773 -15,006 -16%
SIM
171
Studio Investment Management
Illinois
$5.67M 78,480 +2,975 +4%
PG
172
Prostatis Group
Maryland
$5.61M 77,542 -23,409 -23%
LHEI
173
Leo H. Evart Inc
California
$5.58M 77,106 -2,922 -4%
CTB
174
Country Trust Bank
Illinois
$5.57M 77,000 – –
Natixis Advisors
175
Natixis Advisors
Massachusetts
$5.54M 76,561 +3,905 +5%
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