We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

1,017 hedge funds and large institutions have $19B invested in Vanguard Intermediate-Term Bond ETF in 2026 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 494 increasing their positions, 311 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $337K | Put options by funds: $207K

59% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 311

40% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 62

2% more capital invested

Capital invested by funds: $18.6B → $19B (+$397M)

0% more funds holding

Funds holding: 1,0121,017 (+5)

0.07% more ownership

Funds ownership: 65.78%65.85% (+0.07%)

10% less funds holding in top 10

Funds holding in top 10: 121109 (-12)

Holders
1,017
Holders Change
+5
Holders Change %
+0.49%
% of All Funds
12.29%
Holding in Top 10
109
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-9.92%
% of All Funds
1.32%
New
87
Increased
494
Reduced
311
Closed
62
Calls
$337K
Puts
$207K
Net Calls
+$130K
Net Calls Change
-$433K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.03B -$99M -1,289,799 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.86B +$52.3M +680,629 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$983M +$57.8M +752,384 +6%
EWA
4
EP Wealth Advisors
California
$934M +$149M +1,938,104 +19%
Goldman Sachs
5
Goldman Sachs
New York
$863M +$68.4M +891,246 +9%
Morgan Stanley
6
Morgan Stanley
New York
$665M +$26.8M +348,779 +4%
Bank of America
7
Bank of America
North Carolina
$554M +$3.18M +41,487 +0.6%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$474M +$44.6M +580,427 +10%
TLFA
9
True Link Financial Advisors
California
$438M +$26.7M +348,288 +7%
LPL Financial
10
LPL Financial
California
$411M +$5.93M +77,296 +1%
UCFA
11
United Capital Financial Advisors
Texas
$306M +$22.9M +298,068 +8%
Ameriprise
12
Ameriprise
Minnesota
$300M -$22.3M -290,231 -7%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$261M +$21.8M +284,527 +9%
TCIIS
14
TIAA-CREF Individual & Institutional Services
New York
$187M +$10M +130,487 +6%
Raymond James Financial
15
Raymond James Financial
Florida
$184M -$9.42M -122,734 -5%
LNC
16
Lincoln National Corp
Pennsylvania
$173M +$5.07M +65,981 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$159M +$638K +8,314 +0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$158M -$2.2M -28,679 -1%
Mariner
19
Mariner
Kansas
$155M +$1.58M +20,627 +1%
ZF
20
Zhang Financial
Michigan
$147M +$1.9M +24,751 +1%
UBS Group
21
UBS Group
Switzerland
$141M +$10.6M +137,959 +8%
RIA
22
Retirement Investment Advisors
Oklahoma
$138M +$8.34M +108,635 +6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$138M +$6.78M +88,326 +5%
MG
24
Mather Group
Illinois
$125M -$159M -2,070,367 -56%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$117M +$2.02M +26,286 +2%

BIV Hedge Fund Activity: Q2 2026 in Review

1,017 of the 8,273 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2026, worth a combined $19B — up 2.1% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BIV positions and 62 closed out — a net gain of 25 holders — while 494 added to existing stakes and 311 trimmed.

The largest buyer was EP Wealth Advisors, adding an estimated $149M. The largest seller was Mather Group, cutting an estimated $159M.

  • 1,017 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2026, up from 1,012 in Q1 2026.
  • Funds reported $19B of Vanguard Intermediate-Term Bond ETF stock for Q2 2026, up 2.1% quarter-over-quarter.
  • 87 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2026 and 62 closed out, a net change of +25 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2026 was EP Wealth Advisors, an estimated $149M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2026 was Mather Group, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2026.