Vanguard Intermediate-Term Bond ETF
933 hedge funds and large institutions have $13B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 447 increasing their positions, 251 reducing their positions, and 43 closing their positions.
223% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 43
78% more repeat investments, than reductions
Existing positions increased: 447 | Existing positions reduced: 251
9% more funds holding
Funds holding: 856 → 933 (+77)
1.01% more ownership
Funds ownership: 62.07% → 63.07% (+1%)
5% more capital invested
Capital invested by funds: $12.4B → $13B (+$607M)
2% less funds holding in top 10
Funds holding in top 10: 104 → 102 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$344M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$117M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$70.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$50.8M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$46.8M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$40.8M |
| 3 |
OFP
OLIO Financial Planning
Mclean,
Virginia
|
-$22.3M |
| 4 |
JSA
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
-$17.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.9M |
BIV Hedge Fund Activity: Q4 2024 in Review
933 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2024, worth a combined $13B — up 4.9% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new BIV positions and 43 closed out — a net gain of 96 holders — while 447 added to existing stakes and 251 trimmed.
The largest buyer was Wells Fargo, adding an estimated $344M. The largest seller was Amplius Wealth Advisors, cutting an estimated $46.8M.
- 933 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2024, up from 856 in Q3 2024.
- Funds reported $13B of Vanguard Intermediate-Term Bond ETF stock for Q4 2024, up 4.9% quarter-over-quarter.
- 139 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2024 and 43 closed out, a net change of +96 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2024 was Wells Fargo, an estimated $344M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2024 was Amplius Wealth Advisors, an estimated $46.8M sold.
Based on aggregated 13F filings for Q4 2024.