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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
Millennium Management
276
Millennium Management
New York
$1.29M +$893K +11,386 +216%
GVAG
277
Great Valley Advisor Group
Delaware
$1.29M -$1.16M -14,756 -47%
BS
278
Boenning & Scattergood
Pennsylvania
$1.28M -$139K -1,769 -10%
BAM
279
Belpointe Asset Management
Nevada
$1.28M -$337K -4,297 -21%
IA
280
IFG Advisors
Missouri
$1.26M -$46K -587 -3%
CTFG
281
Capstone Triton Financial Group
Oklahoma
$1.24M -$811K -10,339 -39%
LWM
282
Laidlaw Wealth Management
New York
$1.23M +$426K +5,435 +52%
VC
283
Veery Capital
Delaware
$1.23M +$34.3K +438 +3%
AWM
284
Avior Wealth Management
Nebraska
$1.2M -$933K -11,903 -44%
DSC
285
Duncker Streett & Co
Missouri
$1.2M +$784 +10 +0.1%
WLIM
286
White Lighthouse Investment Management
Massachusetts
$1.2M -$2.08M -26,563 -63%
Koshinski Asset Management
287
Koshinski Asset Management
Illinois
$1.18M -$1.65K -21 -0.1%
KeyBank National Association
288
KeyBank National Association
Ohio
$1.18M +$13.5K +172 +1%
EH
289
Equitable Holdings
New York
$1.16M +$15.1K +193 +1%
WTFG
290
Wells Trecaso Financial Group
Ohio
$1.16M
HFG
291
Heron Financial Group
New York
$1.15M +$337K +4,295 +41%
DAS
292
Dynamic Advisor Solutions
Arizona
$1.14M -$46.2K -589 -4%
MFA
293
Mayflower Financial Advisors
Massachusetts
$1.14M +$403K +5,138 +54%
CA
294
Calton & Associates
Florida
$1.13M -$112K -1,428 -9%
SFP
295
Sterling Financial Planning
New Jersey
$1.13M +$607K +7,736 +114%
SEP
296
Southland Equity Partners
Missouri
$1.13M -$4.71K -60 -0.4%
ACS
297
Archford Capital Strategies
Illinois
$1.12M +$21.4K +273 +2%
MW
298
Marcum Wealth
Ohio
$1.1M -$8.94K -114 -0.8%
BP
299
Ballentine Partners
Massachusetts
$1.09M -$214K -2,728 -16%
BCMIO
300
Beacon Capital Management Inc (Ohio)
Ohio
$1.08M -$186K -2,367 -15%

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.