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Vanguard Intermediate-Term Bond ETF

1,012 hedge funds and large institutions have $18.6B invested in Vanguard Intermediate-Term Bond ETF in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 527 increasing their positions, 253 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 253

86% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 57

7% more capital invested

Capital invested by funds: $17.4B → $18.6B (+$1.19B)

3% more funds holding

Funds holding: 9781,012 (+34)

3% more funds holding in top 10

Funds holding in top 10: 117121 (+4)

0.47% more ownership

Funds ownership: 65.31%65.78% (+0.47%)

Holders
1,012
Holders Change
+34
Holders Change %
+3.48%
% of All Funds
12.38%
Holding in Top 10
121
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.42%
% of All Funds
1.48%
New
106
Increased
527
Reduced
253
Closed
57
Calls
$563K
Puts
Net Calls
+$563K
Net Calls Change
-$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.14B +$174M +2,237,409 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.82B +$523M +6,716,649 +40%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$932M +$65.6M +842,348 +8%
Goldman Sachs
4
Goldman Sachs
New York
$799M +$50.1M +643,294 +7%
EWA
5
EP Wealth Advisors
California
$790M +$125M +1,604,973 +19%
Morgan Stanley
6
Morgan Stanley
New York
$643M +$66.5M +854,721 +11%
Bank of America
7
Bank of America
North Carolina
$554M +$42.1M +541,131 +8%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$432M +$64M +821,713 +17%
TLFA
9
True Link Financial Advisors
California
$414M +$10.3M +132,227 +3%
LPL Financial
10
LPL Financial
California
$408M +$9.94M +127,653 +2%
Ameriprise
11
Ameriprise
Minnesota
$324M -$838K -10,767 -0.3%
MG
12
Mather Group
Illinois
$286M +$13.7M +175,387 +5%
UCFA
13
United Capital Financial Advisors
Texas
$285M +$12.4M +159,004 +4%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$238M +$50.5M +648,675 +26%
Raymond James Financial
15
Raymond James Financial
Florida
$195M +$21.8M +279,712 +12%
TCIIS
16
TIAA-CREF Individual & Institutional Services
New York
$178M +$179M +2,304,912 New
LNC
17
Lincoln National Corp
Pennsylvania
$169M +$2.64M +33,908 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$161M +$12.2M +156,231 +8%
Osaic Holdings
19
Osaic Holdings
Arizona
$159M -$7.68M -98,677 -5%
Mariner
20
Mariner
Kansas
$154M +$9.47M +121,642 +6%
ZF
21
Zhang Financial
Michigan
$146M +$28.8M +369,993 +24%
RIA
22
Retirement Investment Advisors
Oklahoma
$134M
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$132M +$10.6M +136,539 +9%
UBS Group
24
UBS Group
Switzerland
$131M -$12.1M -155,546 -8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$116M +$7.96M +102,235 +7%

BIV Hedge Fund Activity: Q1 2026 in Review

1,012 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2026, worth a combined $18.6B — up 6.9% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new BIV positions and 57 closed out — a net gain of 49 holders — while 527 added to existing stakes and 253 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $523M. The largest seller was TIAA Trust, National Association, cutting an estimated $194M.

  • 1,012 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2026, up from 978 in Q4 2025.
  • Funds reported $18.6B of Vanguard Intermediate-Term Bond ETF stock for Q1 2026, up 6.9% quarter-over-quarter.
  • 106 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2026 and 57 closed out, a net change of +49 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $523M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2026.