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Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
251
Integrated Wealth Concepts
Massachusetts
$1.72M -$105K -1,344 -6%
DADC
252
D.A. Davidson & Co
Montana
$1.72M -$18K -230 -1%
EA
253
Eclectic Associates
California
$1.71M +$238K +3,037 +16%
FA
254
Fagan Associates
New York
$1.69M -$38K -484 -2%
SWM
255
Soundmark Wealth Management
Washington
$1.68M +$372K +4,739 +28%
QCG
256
Quadrant Capital Group
Ohio
$1.63M +$1.65M +21,020 New
CCA
257
Cadent Capital Advisors
Oklahoma
$1.63M -$281K -3,586 -15%
BBW
258
Blue Barn Wealth
Utah
$1.59M -$602K -7,679 -27%
RWP
259
RWA Wealth Partners
Massachusetts
$1.58M -$20.4M -260,684 -93%
WS
260
Wedbush Securities
California
$1.58M -$2.42M -30,853 -60%
CIA
261
Capital Investment Advisors
Georgia
$1.55M -$32.5K -415 -2%
AMM
262
American Money Management
California
$1.54M -$305K -3,892 -16%
RJT
263
Raymond James Trust
Florida
$1.54M +$326K +4,152 +27%
CPA
264
Capital Performance Advisors
California
$1.53M +$128K +1,636 +9%
WEG
265
World Equity Group
Illinois
$1.5M +$15.2K +194 +1%
SWP
266
Stratos Wealth Partners
Ohio
$1.5M -$11.9K -152 -0.8%
ABC
267
Associated Banc-Corp
Wisconsin
$1.47M +$63.9K +815 +4%
SCA
268
Spearhead Capital Advisors
Florida
$1.46M -$124K -1,581 -8%
BWA
269
BDO Wealth Advisors
Florida
$1.45M -$543K -6,931 -27%
CIBC World Market
270
CIBC World Market
Ontario, Canada
$1.44M +$159K +2,025 +12%
GFPC
271
Global Financial Private Client
Florida
$1.41M -$810K -10,324 -37%
PIMG
272
Patriot Investment Management Group
Tennessee
$1.37M +$769K +9,801 +124%
VIA
273
Vickerman Investment Advisors
Washington
$1.32M -$4.25M -54,160 -76%
WHG
274
Westwood Holdings Group
Texas
$1.31M +$1.33M +16,933 New
BFO
275
Boston Family Office
Massachusetts
$1.3M +$580K +7,396 +80%

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.