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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$2.49M +$306K +3,426 +14%
IAN
227
Integrated Advisors Network
Texas
$2.48M +$560K +6,265 +29%
PCG
228
Private Capital Group
Connecticut
$2.37M +$462K +5,174 +24%
HWMG
229
Hurlow Wealth Management Group
Indiana
$2.37M +$182K +2,036 +8%
WS
230
Wela Strategies
Georgia
$2.35M -$7.5K -84 -0.3%
AFAS
231
Acorn Financial Advisory Services
Virginia
$2.34M +$487K +5,451 +26%
BBW
232
Blue Barn Wealth
Utah
$2.32M +$2.3M +25,753 New
FPWM
233
FSB Premier Wealth Management
Iowa
$2.26M +$53.1K +594 +2%
FA
234
Fagan Associates
New York
$2.21M -$15.9K -178 -0.7%
BU
235
BBVA USA
Alabama
$2.14M +$2.13M +23,805 New
CFAM
236
Center For Asset Management
Florida
$2.14M -$267K -2,991 -11%
GVAG
237
Great Valley Advisor Group
Delaware
$2.09M +$1.41M +15,741 +210%
FHA
238
First Horizon Advisors
Tennessee
$2.08M +$606K +6,788 +41%
UBV
239
United Bank (Virginia)
Virginia
$2.05M -$39.6K -443 -2%
CAGAS
240
Capital Advisory Group Advisory Services
Minnesota
$2.04M +$39.8K +446 +2%
DAS
241
Dynamic Advisor Solutions
Arizona
$2.04M +$101K +1,133 +5%
JWCA
242
J.W. Cole Advisors
Florida
$2.04M +$480K +5,378 +31%
SWP
243
Stratos Wealth Partners
Ohio
$2.02M +$293K +3,283 +17%
BWM
244
BerganKDV Wealth Management
Minnesota
$2.02M +$70.7K +791 +4%
SWP
245
Strategic Wealth Partners
Ohio
$2M +$1.99M +22,254 New
SB
246
Simmons Bank
Arkansas
$1.97M +$173K +1,938 +10%
SF
247
Summit Financial
New Jersey
$1.97M +$254K +2,848 +15%
EPWM
248
Essex Private Wealth Management
Massachusetts
$1.96M -$168K -1,884 -8%
DADC
249
D.A. Davidson & Co
Montana
$1.94M +$64.5K +722 +3%
PFBT
250
Parkside Financial Bank & Trust
Missouri
$1.92M +$183K +2,049 +11%

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.