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Vanguard Intermediate-Term Bond ETF

921 hedge funds and large institutions have $14.4B invested in Vanguard Intermediate-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 428 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $659K | Put options by funds: $459K

40% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 306

5% more funds holding in top 10

Funds holding in top 10: 102107 (+5)

1.3% more ownership

Funds ownership: 63.03%64.33% (+1.3%)

6% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 66

3% more capital invested

Capital invested by funds: $14B → $14.4B (+$353M)

1% less funds holding

Funds holding: 932921 (-11)

Holders
921
Holders Change
-11
Holders Change %
-1.18%
% of All Funds
12.35%
Holding in Top 10
107
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.9%
% of All Funds
1.43%
New
70
Increased
428
Reduced
306
Closed
66
Calls
$659K
Puts
$459K
Net Calls
+$200K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.39B +$93.4M +1,238,612 +7%
Wells Fargo
2
Wells Fargo
California
$938M -$116K -1,534 -0%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$662M +$25.7M +341,298 +4%
Goldman Sachs
4
Goldman Sachs
New York
$610M +$18.2M +241,266 +3%
Bank of America
5
Bank of America
North Carolina
$497M +$16.2M +215,028 +3%
Morgan Stanley
6
Morgan Stanley
New York
$479M +$15.3M +202,408 +3%
BCMIO
7
Beacon Capital Management Inc (Ohio)
Ohio
$457M +$392M +5,191,374 +624%
EWA
8
EP Wealth Advisors
California
$413M +$61.8M +819,212 +18%
LPL Financial
9
LPL Financial
California
$344M -$3.22M -42,692 -0.9%
TLFA
10
True Link Financial Advisors
California
$337M +$33.9M +449,895 +11%
Ameriprise
11
Ameriprise
Minnesota
$301M +$11M +145,566 +4%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$258M +$13.1M +173,957 +5%
MG
13
Mather Group
Illinois
$233M +$10.1M +133,665 +5%
UCFA
14
United Capital Financial Advisors
Texas
$223M +$18.1M +239,473 +9%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$179M +$7.43M +98,543 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$160M -$38M -503,917 -19%
LNC
17
Lincoln National Corp
Pennsylvania
$155M +$1.86M +24,630 +1%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$147M -$18.2M -240,825 -11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$146M +$8.54M +113,205 +6%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$135M +$4.04M +53,494 +3%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$127M +$11.3M +150,161 +10%
Mariner
22
Mariner
Kansas
$124M +$3.25M +43,029 +3%
Raymond James Financial
23
Raymond James Financial
Florida
$123M +$15.4M +204,101 +15%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$123M -$6.77M -89,684 -5%
RIA
25
Retirement Investment Advisors
Oklahoma
$120M +$9.23M +122,412 +9%

BIV Hedge Fund Activity: Q1 2025 in Review

921 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2025, worth a combined $14.4B — up 2.5% from $14B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new BIV positions and 66 closed out — a net gain of 4 holders — while 428 added to existing stakes and 306 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $392M. The largest seller was American Trust, exiting entirely with an estimated $69.2M sold.

  • 921 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2025, down from 932 in Q4 2024.
  • Funds reported $14.4B of Vanguard Intermediate-Term Bond ETF stock for Q1 2025, up 2.5% quarter-over-quarter.
  • 70 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2025 and 66 closed out, a net change of +4 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $392M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2025 was American Trust, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2025.