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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 %
FIS
151
Fischer Investment Strategies
California
$9.56M -$3.07M -40,717 -24%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$9.55M +$330K +4,371 +4%
DC
153
Davenport & Co
Virginia
$9.55M +$2.11M +27,966 +28%
AAM
154
Austin Asset Management
Texas
$9.44M +$424K +5,618 +5%
TPCW
155
TD Private Client Wealth
New York
$9.44M +$697K +9,245 +8%
MA
156
MBA Advisors
Pennsylvania
$9.1M +$1.09M +14,424 +14%
GAM
157
Gemmer Asset Management
California
$9.07M +$9.35K +124 +0.1%
Charles Schwab
158
Charles Schwab
California
$9.04M -$661K -8,772 -7%
PRWA
159
Platte River Wealth Advisors
Colorado
$8.79M +$1.69M +22,410 +24%
GGS
160
Galvin Gaustad & Stein
Arizona
$8.7M +$280K +3,711 +3%
SPC
161
Sigma Planning Corp
Michigan
$8.48M +$6.32M +83,873 +293%
AF
162
Allworth Financial
California
$8.43M -$319K -4,225 -4%
CAM
163
Clark Asset Management
New Hampshire
$8.39M +$709K +9,397 +9%
AIP
164
Ameritas Investment Partners
Nebraska
$8.26M +$285K +3,777 +4%
PCWA
165
Pacific Capital Wealth Advisors
California
$8.17M -$817K -10,834 -9%
TW
166
TritonPoint Wealth
Maryland
$8.15M -$7.54M -51,336 -48%
PWM
167
Perigon Wealth Management
California
$8.12M +$229K +3,041 +3%
Principal Financial Group
168
Principal Financial Group
Iowa
$7.96M – – –
SWM
169
SigFig Wealth Management
California
$7.91M +$197K +2,618 +3%
CAC
170
Certified Advisory Corp
Florida
$7.67M +$2.68M +35,608 +54%
BHB
171
Bank Hapoalim BM
Israel
$7.6M +$7.6M +100,000 New
CWM
172
Concentric Wealth Management
California
$7.59M +$520K +6,893 +7%
BRWA
173
B. Riley Wealth Advisors
Florida
$7.56M +$1.49M +20,566 +24%
HA
174
Hanover Advisors
South Carolina
$7.52M +$1.07M +14,134 +17%
TFP
175
TrueWealth Financial Partners
Washington
$7.51M +$340K +4,514 +5%
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