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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

819 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 150 funds opening new positions, 312 increasing their positions, 292 reducing their positions, and 41 closing their positions.

Holders
819
Holders Change
+102
Holders Change %
+14.23%
% of All Funds
12.01%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.36%
New
150
Increased
312
Reduced
292
Closed
41
Calls
$344K
Puts
–
Net Calls
+$344K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$920M
2
Morgan Stanley
2
Morgan Stanley
New York
$788M
3
Bank of America
3
Bank of America
North Carolina
$540M
4
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$71.7M
5
TLFA
5
True Link Financial Advisors
California
$152M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$196M
2
LWM
2
Liberty Wealth Management
California
$261K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.23B
4
MFG
4
Merit Financial Group
Georgia
$3.72M
5
CCFCSB
5
Cape Cod Five Cents Savings Bank
Massachusetts
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.23B 16,095,517 -1,468,874 -8%
Goldman Sachs
2
Goldman Sachs
New York
$920M 12,046,247 +6,843,422 +132%
Morgan Stanley
3
Morgan Stanley
New York
$788M 10,313,308 +5,315,780 +106%
Wells Fargo
4
Wells Fargo
California
$585M 7,656,424 -375,348 -5%
Bank of America
5
Bank of America
North Carolina
$540M 7,072,618 +1,625,735 +30%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$468M 6,131,710 +188,865 +3%
LPL Financial
7
LPL Financial
California
$301M 3,938,328 -124,532 -3%
MG
8
Mather Group
Illinois
$201M 2,626,687 +119,258 +5%
Ameriprise
9
Ameriprise
Minnesota
$200M 2,617,411 +223,958 +9%
UCFA
10
United Capital Financial Advisors
Texas
$196M 2,572,631 -2,187,683 -46%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$174M 2,281,488 -371,065 -14%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$167M 2,191,622 +212,682 +11%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$166M 2,171,691 +4,623 +0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$165M 2,153,848 -440,659 -17%
TLFA
15
True Link Financial Advisors
California
$152M 1,986,122 +706,134 +55%
LNC
16
Lincoln National Corp
Pennsylvania
$136M 1,779,041 +49,348 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$132M 1,732,557 -33,203 -2%
UBS Group
18
UBS Group
Switzerland
$122M 1,602,536 -162,371 -9%
DDSF
19
Diana Davis Spencer Foundation
Maryland
$109M 1,426,000 – –
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
$92.8M 1,213,653 +360,926 +42%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$91.2M 1,194,309 +34,980 +3%
EA
22
Efficient Advisors
Ohio
$88.9M 1,163,563 -240,984 -17%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$88.4M 1,157,613 -10,389 -0.9%
Mariner
24
Mariner
Kansas
$87.8M 1,149,911 +128,703 +13%
EWA
25
EP Wealth Advisors
California
$82.5M 1,080,172 +540,234 +100%
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