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Vanguard Intermediate-Term Bond ETF

418 hedge funds and large institutions have $8.39B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 116

6% more capital invested

Capital invested by funds: $7.89B → $8.39B (+$495M)

6% more funds holding

Funds holding: 396418 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

0.42% less ownership

Funds ownership: 68.46%68.04% (-0.42%)

Holders
418
Holders Change
+22
Holders Change %
+5.56%
% of All Funds
9.08%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
61
Increased
172
Reduced
116
Closed
32
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
226
Gamble Jones Investment Counsel
California
$585K -$46.5K -550 -8%
HB
227
Homrich & Berg
Georgia
$578K +$81.9K +970 +17%
NWM
228
Northwest Wealth Management
Iowa
$570K +$4.48K +53 +0.8%
BS
229
Boenning & Scattergood
Pennsylvania
$564K +$84 +1 +0%
PS
230
Portfolio Solutions
Michigan
$563K
APA
231
American Portfolios Advisors
New York
$546K +$318K +3,767 +148%
TTWM
232
TCV Trust & Wealth Management
Virginia
$542K -$315K -3,732 -37%
FHA
233
Flagship Harbor Advisors
Massachusetts
$536K +$1.77K +21 +0.3%
MFT
234
Moisand Fitzgerald Tamayo
Florida
$531K +$2.62K +31 +0.5%
1WA
235
180 Wealth Advisors
Washington
$526K +$48.5K +574 +10%
RPG
236
Resource Planning Group
Georgia
$513K +$501K +5,929 New
EHC
237
Everett Harris & Co
California
$497K
LA
238
LexAurum Advisors
Kansas
$497K +$13.3K +157 +3%
Mariner
239
Mariner
Kansas
$495K +$483K +5,719 New
DY
240
Dowling & Yahnke
California
$493K +$50.7K +600 +12%
GIM
241
Goelzer Investment Management
Indiana
$479K -$174K -2,064 -27%
CFC
242
Coyle Financial Counsel
Illinois
$470K -$59.1K -700 -11%
WB
243
WesBanco Bank
West Virginia
$461K +$74K +876 +20%
OMC
244
Old Mission Capital
Illinois
$455K -$4.45M -52,658 -91%
SRSA
245
S.R. Schill & Associates
Washington
$455K +$5.07K +60 +1%
FHA
246
First Horizon Advisors
Tennessee
$450K -$507 -6 -0.1%
VAS
247
Vestmark Advisory Solutions
Massachusetts
$442K +$37.4K +443 +10%
DA
248
Doliver Advisors
Texas
$438K +$116K +1,378 +37%
CBOR
249
Community Bank of Raymore
Missouri
$436K
HNB
250
Huntington National Bank
Ohio
$435K

BIV Hedge Fund Activity: Q2 2019 in Review

418 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2019, worth a combined $8.39B — up 6.3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIV positions and 32 closed out — a net gain of 29 holders — while 172 added to existing stakes and 116 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $82.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $52.5M.

  • 418 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2019, up from 396 in Q1 2019.
  • Funds reported $8.39B of Vanguard Intermediate-Term Bond ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 61 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2019 and 32 closed out, a net change of +29 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $82.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2019.