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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
GAM
176
Gemmer Asset Management
California
$9.85M +$387K +5,134 +4%
RCS
177
Retirement Capital Strategies
California
$9.81M +$9.66M +128,075 New
MPW
178
MA Private Wealth
California
$9.66M -$260K -3,449 -3%
Corient Private Wealth
179
Corient Private Wealth
Florida
$9.47M +$7.39M +97,970 +381%
AI
180
Atria Investments
North Carolina
$9.4M -$2.63M -34,884 -22%
MSF
181
Mustard Seed Financial
Arkansas
$9.4M +$820K +10,873 +10%
BF
182
BOK Financial
Oklahoma
$9.39M -$401K -5,315 -4%
GGS
183
Galvin Gaustad & Stein
Arizona
$9.34M +$90.8K +1,204 +1%
APP
184
Avantax Planning Partners
Iowa
$9.12M +$508K +6,735 +6%
EWA
185
EverSource Wealth Advisors
Alabama
$9.1M -$1.24M -16,479 -12%
SA
186
Sanctuary Advisors
Indiana
$8.95M +$1.21M +16,052 +16%
Principal Financial Group
187
Principal Financial Group
Iowa
$8.92M +$1.68M +22,221 +24%
CWM
188
Cornerstone Wealth Management
Missouri
$8.84M -$115K -1,524 -1%
RPGK
189
Retirement Planning Group (Kansas)
Kansas
$8.82M +$5.92M +78,480 +213%
HA
190
Hanover Advisors
South Carolina
$8.77M -$259K -3,431 -3%
VCM
191
Verde Capital Management
Michigan
$8.57M +$241K +3,197 +3%
SWM
192
SigFig Wealth Management
California
$8.55M -$21.7K -288 -0.3%
SL
193
Systelligence LLC
Minnesota
$8.44M -$5.65M -74,860 -40%
FWM
194
Fonville Wealth Management
Virginia
$8.19M +$315K +4,180 +4%
William Blair & Company
195
William Blair & Company
Illinois
$8.07M -$655K -8,686 -8%
TFP
196
TrueWealth Financial Partners
Washington
$8.03M -$1.57M -20,773 -17%
CCM
197
Cambridge Capital Management
Illinois
$7.99M +$1.04M +13,738 +15%
SJGA
198
Stephen J. Garry & Associates
New York
$7.99M +$254K +3,369 +3%
ACA
199
Aptus Capital Advisors
Alabama
$7.8M -$363K -4,806 -5%
SFP
200
Sterling Financial Planning
New Jersey
$7.77M +$541K +7,169 +8%

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.