BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

700 hedge funds and large institutions have $8.69B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 292 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+14
Holders Change %
+2.04%
% of All Funds
11.2%
Holding in Top 10
64
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.57%
% of All Funds
1.02%
New
67
Increased
292
Reduced
255
Closed
39
Calls
$207K
Puts
$668K
Net Calls
-$461K
Net Calls Change
-$743K

Top Buyers

1
EA
Efficient Advisors
Ohio
$101M
2
AT
American Trust
Kentucky
$73.7M
3
RIA
Retirement Investment Advisors
Oklahoma
$56.9M
4
LPL Financial
LPL Financial
California
$289M
5
Bank of America
Bank of America
North Carolina
$430M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$11.1M
2
BC
Burney Company
Virginia
$236K
3
EC
Estate Counselors
Wisconsin
$0
4
GC
Grimes & Company
Massachusetts
$651K
5
AA
Atmos Advisory
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
201
Lido Advisors
California
$3.44M +$454K +5,913 +15%
CFD
202
Creative Financial Designs
Indiana
$3.39M +$194K +2,527 +6%
WS
203
Wela Strategies
Georgia
$3.32M +$1.71M +22,253 +106%
AA
204
Advisory Alpha
Michigan
$3.27M +$362K +4,715 +12%
AAP
205
Arax Advisory Partners
Colorado
$3.25M +$102K +1,327 +3%
Bessemer Group
206
Bessemer Group
New Jersey
$3.25M +$641K +8,357 +25%
HFRG
207
Houlihan Financial Resource Group
Virginia
$3.21M -$2K -26 -0.1%
GHA
208
Granite Harbor Advisors
Texas
$3.15M +$34.2K +445 +1%
NHT
209
New Hampshire Trust
New Hampshire
$3.12M -$2.66M -34,617 -46%
JPMorgan Chase & Co
210
JPMorgan Chase & Co
New York
$3.08M -$3.64M -47,486 -54%
WFPG
211
Waller Financial Planning Group
Ohio
$3.03M +$373K +4,856 +14%
TI
212
Truepoint Inc
Ohio
$3M +$135K +1,758 +5%
SAM
213
SignalPoint Asset Management
Missouri
$2.99M +$1.3K +17 +0%
PAS
214
Park Avenue Securities
New York
$2.93M -$19.6K -255 -0.7%
EA
215
Eclectic Associates
California
$2.88M -$3.95M -51,531 -58%
PIFP
216
Partners in Financial Planning
Virginia
$2.87M -$252K -3,283 -8%
SFG
217
Sovereign Financial Group
Connecticut
$2.84M +$516K +6,721 +22%
SFG
218
SNS Financial Group
Minnesota
$2.83M -$67K -873 -2%
HWMG
219
Hurlow Wealth Management Group
Indiana
$2.83M +$228K +2,977 +9%
NL
220
NWAM LLC
Washington
$2.81M -$3.23M -42,091 -53%
BTIM
221
BancFirst Trust & Investment Management
Oklahoma
$2.79M +$166K +2,176 +6%
OWA
222
Outlook Wealth Advisors
Texas
$2.77M +$2.77M +36,050 New
BFO
223
Biltmore Family Office
North Carolina
$2.75M +$2.75M +35,856 New
ACP
224
Aveo Capital Partners
Colorado
$2.74M +$353K +4,605 +15%
PTP
225
Platform Technology Partners
New York
$2.74M -$677K -8,825 -20%
7 8
9
10 11