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Vanguard Intermediate-Term Bond ETF

822 hedge funds and large institutions have $11.4B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 314 increasing their positions, 293 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 41

27% more funds holding in top 10

Funds holding in top 10: 7393 (+20)

19% more capital invested

Capital invested by funds: $9.63B → $11.4B (+$1.78B)

14% more funds holding

Funds holding: 721822 (+101)

5.01% more ownership

Funds ownership: 63.16%68.17% (+5%)

7% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 293

Holders
822
Holders Change
+101
Holders Change %
+14.01%
% of All Funds
11.98%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.36%
New
149
Increased
314
Reduced
293
Closed
41
Calls
$344K
Puts
Net Calls
+$344K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.23B -$108M -1,468,874 -8%
Goldman Sachs
2
Goldman Sachs
New York
$920M +$501M +6,843,422 +132%
Morgan Stanley
3
Morgan Stanley
New York
$788M +$389M +5,315,780 +106%
Wells Fargo
4
Wells Fargo
California
$585M -$27.5M -375,348 -5%
Bank of America
5
Bank of America
North Carolina
$540M +$119M +1,625,735 +30%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$468M +$13.8M +188,865 +3%
LPL Financial
7
LPL Financial
California
$301M -$9.12M -124,532 -3%
MG
8
Mather Group
Illinois
$201M +$8.73M +119,258 +5%
Ameriprise
9
Ameriprise
Minnesota
$200M +$16.4M +223,958 +9%
UCFA
10
United Capital Financial Advisors
Texas
$196M -$160M -2,187,683 -46%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$174M -$27.2M -371,065 -14%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$167M +$15.6M +212,682 +11%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$166M +$339K +4,623 +0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$165M -$32.3M -440,659 -17%
TLFA
15
True Link Financial Advisors
California
$152M +$51.7M +706,134 +55%
LNC
16
Lincoln National Corp
Pennsylvania
$136M +$3.61M +49,348 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$132M -$2.43M -33,203 -2%
UBS Group
18
UBS Group
Switzerland
$122M -$11.9M -162,371 -9%
DDSF
19
Diana Davis Spencer Foundation
Maryland
$109M
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
$92.8M +$26.4M +360,926 +42%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$91.2M +$2.56M +34,980 +3%
EA
22
Efficient Advisors
Ohio
$88.9M -$17.6M -240,984 -17%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$88.4M -$761K -10,389 -0.9%
Mariner
24
Mariner
Kansas
$87.8M +$9.43M +128,703 +13%
EWA
25
EP Wealth Advisors
California
$82.5M +$39.6M +540,234 +100%

BIV Hedge Fund Activity: Q4 2023 in Review

822 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2023, worth a combined $11.4B — up 19% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new BIV positions and 41 closed out — a net gain of 108 holders — while 314 added to existing stakes and 293 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $501M. The largest seller was United Capital Financial Advisors, cutting an estimated $160M.

  • 822 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2023, up from 721 in Q3 2023.
  • Funds reported $11.4B of Vanguard Intermediate-Term Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 149 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2023 and 41 closed out, a net change of +108 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2023 was Goldman Sachs, an estimated $501M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2023.