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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

717 hedge funds and large institutions have $9.63B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 309 increasing their positions, 244 reducing their positions, and 70 closing their positions.

Holders
717
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.44%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.16%
New
78
Increased
309
Reduced
244
Closed
70
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
-$39K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$157M
2
Comerica Bank
2
Comerica Bank
Texas
$76.9M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$61.7M
5
Wells Fargo
5
Wells Fargo
California
$581M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.27B
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$983K
3
UCFA
3
United Capital Financial Advisors
Texas
$344M
4
Bank of America
4
Bank of America
North Carolina
$394M
5
OCM
5
One Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.27B 17,564,391 -3,381,185 -16%
Wells Fargo
2
Wells Fargo
California
$581M 8,031,772 +742,213 +10%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$430M 5,942,845 +449,226 +8%
Bank of America
4
Bank of America
North Carolina
$394M 5,446,883 -441,974 -8%
Goldman Sachs
5
Goldman Sachs
New York
$376M 5,202,825 +285,055 +6%
Morgan Stanley
6
Morgan Stanley
New York
$361M 4,997,528 +77,428 +2%
UCFA
7
United Capital Financial Advisors
Texas
$344M 4,760,314 -828,109 -15%
LPL Financial
8
LPL Financial
California
$294M 4,062,860 +125,875 +3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$192M 2,652,553 +134,582 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$188M 2,594,507 +152,228 +6%
MG
11
Mather Group
Illinois
$181M 2,507,429 +140,056 +6%
Ameriprise
12
Ameriprise
Minnesota
$173M 2,393,453 -110,192 -4%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$157M 2,167,068 +2,167,068 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$143M 1,978,940 +511,084 +35%
RIA
15
Retirement Investment Advisors
Oklahoma
$132M 1,819,376 +588,965 +48%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$128M 1,765,760 -160,984 -8%
UBS Group
17
UBS Group
Switzerland
$128M 1,764,907 +314,952 +22%
LNC
18
Lincoln National Corp
Pennsylvania
$125M 1,729,693 +96,588 +6%
DDSF
19
Diana Davis Spencer Foundation
Maryland
$103M 1,426,000 – –
EA
20
Efficient Advisors
Ohio
$102M 1,404,547 +58,797 +4%
TLFA
21
True Link Financial Advisors
California
$92.6M 1,279,988 +740,013 +137%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$84.5M 1,168,002 -18,114 -2%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$83.8M 1,159,329 -1,779 -0.2%
Comerica Bank
24
Comerica Bank
Texas
$76.9M 1,063,487 +1,063,487 New
Mariner
25
Mariner
Kansas
$73.8M 1,021,208 +46,771 +5%
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