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Vanguard Intermediate-Term Bond ETF

396 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

2% less funds holding

Funds holding: 404396 (-8)

4.48% less ownership

Funds ownership: 72.94%68.46% (-4.5%)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

16% less capital invested

Capital invested by funds: $9.35B → $7.89B (-$1.46B)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
396
Holders Change
-8
Holders Change %
-1.98%
% of All Funds
8.57%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.56%
New
35
Increased
135
Reduced
158
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
276
Advisory Services Network
Georgia
$267K +$10.9K +132 +4%
AF
277
Affiance Financial
Minnesota
$263K -$4.28K -52 -2%
JCM
278
Jacobi Capital Management
Pennsylvania
$261K +$82 +1 +0%
TCM
279
Traynor Capital Management
Pennsylvania
$261K +$8.56K +104 +3%
BBA
280
BLB&B Advisors
Pennsylvania
$260K +$11.5K +140 +5%
TCOV
281
Trust Company of Vermont
Vermont
$255K
FMW
282
Farr Miller & Washington
District of Columbia
$252K
W
283
Wealthquest
Ohio
$250K +$246K +2,989 New
NB
284
Nicolet Bankshares
Wisconsin
$249K
SP
285
Symmetry Partners
Connecticut
$247K -$2.22K -27 -0.9%
NCM
286
Northwest Capital Management
Oregon
$247K
PA
287
Parallel Advisors
California
$242K -$45.5K -553 -16%
IFWM
288
Institute for Wealth Management
Colorado
$234K +$230K +2,790 New
MBTD
289
Mechanics Bank - Trust Department
California
$234K +$230K +2,790 New
MIC
290
Meridian Investment Counsel
California
$231K
AW
291
ACG Wealth
Georgia
$231K +$17.2K +209 +8%
QCM
292
Quest Capital Management
Texas
$227K +$9.3K +113 +4%
SP
293
Successful Portfolios
Florida
$226K -$52K -632 -19%
MFW
294
Mosaic Family Wealth
Missouri
$226K
RA
295
RFG Advisory
Alabama
$223K -$107K -1,300 -33%
CWS
296
Cypress Wealth Services
California
$223K
CB
297
Chemical Bank
Michigan
$223K +$4.03K +49 +2%
SPI
298
Santori & Peters Inc
Pennsylvania
$221K -$4.53K -55 -2%
FFN
299
Focus Financial Network
Minnesota
$220K +$216K +2,623 New
RCAG
300
Rehmann Capital Advisory Group
Michigan
$219K -$519K -6,299 -71%

BIV Hedge Fund Activity: Q1 2019 in Review

396 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2019, worth a combined $7.89B — down 16% from $9.35B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of BIV and 35 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 135 added.

The largest buyer was Wells Fargo, adding an estimated $73.3M. The largest seller was Bank of America, cutting an estimated $1.36B.

  • 396 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2019, down from 404 in Q4 2018.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q1 2019, down 16% quarter-over-quarter.
  • 35 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2019 and 36 closed out, a net change of -1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2019 was Wells Fargo, an estimated $73.3M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.