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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
276
LexAurum Advisors
Kansas
$1.68M +$90.6K +1,073 +6%
SCA
277
Spearhead Capital Advisors
Florida
$1.67M +$97.3K +1,152 +6%
CIA
278
Capital Investment Advisors
Georgia
$1.67M +$9.46K +112 +0.6%
AAS
279
Ameritas Advisory Services
Nebraska
$1.65M -$18M -212,654 -91%
VA
280
Valmark Advisers
Ohio
$1.61M +$1M +11,846 +152%
SWP
281
Stratos Wealth Partners
Ohio
$1.59M -$40.6K -481 -2%
WEG
282
World Equity Group
Illinois
$1.57M +$1.62M +19,177 New
EA
283
Eclectic Associates
California
$1.55M +$374K +4,424 +30%
CFAM
284
Center For Asset Management
Florida
$1.54M +$31.5K +373 +2%
BS
285
Boenning & Scattergood
Pennsylvania
$1.5M -$79.3K -939 -5%
Goldman Sachs
286
Goldman Sachs
New York
$1.5M -$77.3K -916 -5%
ABC
287
Associated Banc-Corp
Wisconsin
$1.48M -$814K -9,636 -35%
CPA
288
Capital Performance Advisors
California
$1.48M -$169 -2 -0%
SBWIC
289
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.47M -$2.84M -33,669 -65%
LFA
290
Legacy Financial Advisors
Kentucky
$1.42M +$1.47M +17,383 New
BPA
291
Beacon Pointe Advisors
California
$1.41M +$1.16M +13,793 +407%
SWM
292
Soundmark Wealth Management
Washington
$1.39M +$400K +4,738 +39%
IA
293
IFG Advisors
Missouri
$1.38M +$94.8K +1,123 +7%
DHGWA
294
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.38M +$170K +2,012 +14%
BP
295
Ballentine Partners
Massachusetts
$1.37M
PPW
296
Pasadena Private Wealth
California
$1.37M +$214K +2,529 +18%
CIBC World Market
297
CIBC World Market
Ontario, Canada
$1.35M +$43.1K +510 +3%
MAP
298
Milestone Advisory Partners
North Carolina
$1.33M -$639K -7,566 -32%
BCMIO
299
Beacon Capital Management Inc (Ohio)
Ohio
$1.33M -$65.7M -777,672 -98%
BBA
300
BLB&B Advisors
Pennsylvania
$1.33M +$268K +3,170 +24%

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.