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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 %
LFG
176
Larson Financial Group
Missouri
$7.44M +$365K +4,836 +5%
ABC
177
Associated Banc-Corp
Wisconsin
$7.36M +$1.81M +24,006 +33%
CWM
178
Connecticut Wealth Management
Connecticut
$7.32M -$244K -3,234 -3%
EWM
179
Echo Wealth Management
Minnesota
$7.29M +$350K +4,639 +5%
SIA
180
Sovereign Investment Advisors
Arizona
$7.21M +$34.7K +460 +0.5%
THL
181
Tillman Hartley LLC
Colorado
$7.12M +$39.3K +521 +0.6%
MWM
182
Merriman Wealth Management
Washington
$7.03M -$50.3K -667 -0.7%
Citadel Advisors
183
Citadel Advisors
Florida
$7.02M +$7.02M +93,163 New
M&T Bank
184
M&T Bank
New York
$7.02M +$1.38M +18,294 +24%
HP
185
Hyperion Partners
Pennsylvania
$6.9M +$239K +3,168 +4%
NL
186
NWAM LLC
Washington
$6.85M +$201K +2,664 +3%
NCM
187
Neumann Capital Management
California
$6.81M +$604K +8,010 +10%
BSWA
188
Bromfield Sneider Wealth Advisors
Massachusetts
$6.64M +$1.39M +18,389 +26%
BF
189
BOK Financial
Oklahoma
$6.64M +$974K +13,051 +17%
BHWM
190
Bay Harbor Wealth Management
Maryland
$6.56M -$32.8K -435 -0.5%
CSB
191
City State Bank
Iowa
$6.54M +$957K +12,690 +17%
SWA
192
Safir Wealth Advisors
New Hampshire
$6.44M +$406K +5,388 +7%
EWA
193
EverSource Wealth Advisors
Alabama
$6.43M +$1.19M +16,190 +23%
Financial Engines Advisors
194
Financial Engines Advisors
California
$6.41M -$5.87M -77,870 -48%
NA
195
NewEdge Advisors
Louisiana
$6.28M -$629K -8,347 -9%
SF
196
Synovus Financial
Georgia
$6.26M +$584K +7,746 +10%
CWM
197
Congress Wealth Management
Massachusetts
$6.25M -$213K -2,819 -3%
SFP
198
Sterling Financial Planning
New Jersey
$6.15M +$959K +12,723 +18%
CA
199
Continuum Advisory
Idaho
$6.06M -$794K -10,698 -12%
OMC
200
Old Mission Capital
Illinois
$5.93M +$3.53M +46,796 +147%
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