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Vanguard Intermediate-Term Bond ETF

921 hedge funds and large institutions have $14.4B invested in Vanguard Intermediate-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 428 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $659K | Put options by funds: $459K

40% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 306

5% more funds holding in top 10

Funds holding in top 10: 102107 (+5)

1.3% more ownership

Funds ownership: 63.03%64.33% (+1.3%)

6% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 66

3% more capital invested

Capital invested by funds: $14B → $14.4B (+$353M)

1% less funds holding

Funds holding: 932921 (-11)

Holders
921
Holders Change
-11
Holders Change %
-1.18%
% of All Funds
12.35%
Holding in Top 10
107
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.9%
% of All Funds
1.43%
New
70
Increased
428
Reduced
306
Closed
66
Calls
$659K
Puts
$459K
Net Calls
+$200K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
151
FC Advisory
Pennsylvania
$12.3M +$512K +6,782 +4%
PCWA
152
Pacific Capital Wealth Advisors
California
$12.3M -$1.99M -26,434 -14%
CSB
153
City State Bank
Iowa
$12.2M +$1.15M +15,215 +11%
AAM
154
Austin Asset Management
Texas
$12.1M +$716K +9,487 +6%
BC
155
Burney Company
Virginia
$11.6M -$1.22M -16,231 -10%
DC
156
Davenport & Co
Virginia
$11.3M +$1.15M +15,279 +12%
MOS
157
MGO One Seven
Ohio
$11.1M +$5.03M +66,624 +86%
GSWM
158
Greenup Street Wealth Management
Michigan
$11M +$1.42M +18,785 +15%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$11M -$405K -5,374 -4%
AMG
160
Asset Management Group
Connecticut
$10.9M +$121K +1,602 +1%
NCM
161
Neumann Capital Management
California
$10.9M +$1M +13,317 +10%
FFG
162
Fiduciary Financial Group
California
$10.7M +$444K +5,888 +4%
M&T Bank
163
M&T Bank
New York
$10.7M -$145K -1,922 -1%
FPAS
164
Focus Partners Advisor Solutions
Missouri
$10.7M +$1.82M +24,131 +21%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$10.7M -$2.64M -34,963 -20%
APW
166
Austin Private Wealth
Texas
$10.5M -$13.8M -183,024 -57%
VAS
167
Vestmark Advisory Solutions
Massachusetts
$10.4M +$10.3M +136,343 New
BCM
168
Brookstone Capital Management
Illinois
$10.3M +$681K +9,021 +7%
SC
169
Stephenson & Company
California
$10.3M +$7.47K +99 +0.1%
SPC
170
Sigma Planning Corp
Michigan
$10.2M -$10.2K -135 -0.1%
THL
171
Tillman Hartley LLC
Colorado
$10.2M -$531K -7,041 -5%
SWA
172
Safir Wealth Advisors
New Hampshire
$10M +$3.21M +42,487 +48%
AAS
173
Avantax Advisory Services
Texas
$9.95M -$795K -10,543 -8%
AIP
174
Ameritas Investment Partners
Nebraska
$9.88M +$488K +6,466 +5%
PFM
175
Phillips Financial Management
Indiana
$9.88M -$687K -9,103 -7%

BIV Hedge Fund Activity: Q1 2025 in Review

921 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2025, worth a combined $14.4B — up 2.5% from $14B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BIV positions and 66 closed out — a net gain of 4 holders — while 428 added to existing stakes and 306 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $392M. The largest seller was American Trust, exiting entirely with an estimated $69.2M sold.

  • 921 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2025, down from 932 in Q4 2024.
  • Funds reported $14.4B of Vanguard Intermediate-Term Bond ETF stock for Q1 2025, up 2.5% quarter-over-quarter.
  • 70 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2025 and 66 closed out, a net change of +4 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $392M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2025 was American Trust, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2025.