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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

720 hedge funds and large institutions have $9.58B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 321 increasing their positions, 231 reducing their positions, and 42 closing their positions.

Holders
720
Holders Change
+20
Holders Change %
+2.86%
% of All Funds
11.36%
Holding in Top 10
71
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.94%
% of All Funds
1.12%
New
65
Increased
321
Reduced
231
Closed
42
Calls
$241K
Puts
–
Net Calls
+$241K
Net Calls Change
+$702K

Top Buyers

1
MG
1
Mather Group
Illinois
$178M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$105M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.58B
4
Wells Fargo
4
Wells Fargo
California
$548M
5
Morgan Stanley
5
Morgan Stanley
New York
$370M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$563K
2
Jane Street
2
Jane Street
New York
$0
3
SFMG
3
Sage Financial Management Group
Virginia
$0
4
GFG
4
Greystone Financial Group
Michigan
$17.9M
5
CSPAM
5
Cary Street Partners Asset Management
Virginia
$389K
Name Market Value Shares Shares
Change 		Shares
Change %
FLI
201
Family Legacy Inc
South Carolina
$3.93M 52,197 -285 -0.5%
SOAG
202
Silver Oak Advisory Group
Oregon
$3.86M 51,356 +1,870 +4%
QCG
203
Quadrant Capital Group
Ohio
$3.8M 50,520 – –
EFG
204
Everhart Financial Group
Ohio
$3.61M 13,786 +388 +3%
FPIS
205
Financial Planning & Information Services
Wisconsin
$3.6M 47,884 +478 +1%
Lido Advisors
206
Lido Advisors
California
$3.58M 47,607 +2,739 +6%
WIM
207
Warwick Investment Management
Texas
$3.58M 47,540 +1,861 +4%
EWMCB
208
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.56M 47,297 -1,422 -3%
ACM
209
Arcataur Capital Management
Wisconsin
$3.55M 47,148 +47,148 New
SFG
210
Sovereign Financial Group
Connecticut
$3.49M 46,377 +9,364 +25%
WS
211
Wela Strategies
Georgia
$3.48M 46,306 +3,058 +7%
Brown Advisory
212
Brown Advisory
Maryland
$3.48M 46,301 – –
FPAS
213
Focus Partners Advisor Solutions
Missouri
$3.48M 46,247 +227 +0.5%
SWIM
214
Smallwood Wealth Investment Management
New Jersey
$3.44M 45,743 -10,898 -19%
ITB
215
Idaho Trust Bank
Idaho
$3.38M 44,990 +44,990 New
GHA
216
Granite Harbor Advisors
Texas
$3.38M 44,936 +3,931 +10%
FAIM
217
Financial Advocates Investment Management
Washington
$3.37M 44,808 -304 -0.7%
AAP
218
Arax Advisory Partners
Colorado
$3.36M 44,724 +2,339 +6%
TFA
219
Tranquilli Financial Advisor
New Jersey
$3.33M 44,211 +44,211 New
Bessemer Group
220
Bessemer Group
New Jersey
$3.28M 43,613 +1,275 +3%
IAN
221
Integrated Advisors Network
Texas
$3.26M 43,321 +7,845 +22%
AA
222
Advisory Alpha
Michigan
$3.22M 42,799 +216 +0.5%
PCA
223
Prosperity Capital Advisors
Ohio
$3.2M 42,575 -3,430 -7%
SS
224
Simplicity Solutions
Minnesota
$3.11M 41,285 +32,533 +372%
BFG
225
Bleakley Financial Group
New Jersey
$3.11M 41,285 +32,533 +372%
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