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Vanguard Intermediate-Term Bond ETF

418 hedge funds and large institutions have $8.39B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 116

6% more capital invested

Capital invested by funds: $7.89B → $8.39B (+$495M)

6% more funds holding

Funds holding: 396418 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

0.42% less ownership

Funds ownership: 68.46%68.04% (-0.42%)

Holders
418
Holders Change
+22
Holders Change %
+5.56%
% of All Funds
9.08%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
61
Increased
172
Reduced
116
Closed
32
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
DP
301
Dearborn Partners
Illinois
$255K +$249K +2,950 New
SP
302
Symmetry Partners
Connecticut
$251K -$3.46K -41 -1%
ATC
303
Argent Trust Co
Tennessee
$246K +$34.4K +407 +17%
CB
304
Chemical Bank
Michigan
$245K +$14.4K +171 +6%
MIC
305
Meridian Investment Counsel
California
$239K
CWS
306
Cypress Wealth Services
California
$230K
BRC
307
Bell Rock Capital
Delaware
$226K +$1.1K +13 +0.5%
SPI
308
Santori & Peters Inc
Pennsylvania
$225K -$2.2K -26 -1%
BCM
309
Brookmont Capital Management
Texas
$223K +$1.1K +13 +0.5%
KCM
310
Kanawha Capital Management
Virginia
$221K +$216K +2,560 New
MFW
311
Mosaic Family Wealth
Missouri
$218K -$14.8K -175 -7%
CMBA
312
C.M. Bidwell & Associates
Hawaii
$218K
RCAG
313
Rehmann Capital Advisory Group
Michigan
$218K -$7.52K -89 -3%
NL
314
NWAM LLC
Washington
$217K +$212K +2,508 New
BFC
315
Bedel Financial Consulting
Indiana
$216K +$1.44K +17 +0.7%
QCM
316
Quest Capital Management
Texas
$215K -$17.8K -211 -8%
PFG
317
Pacific Financial Group
Washington
$215K +$216K +2,558 New
RA
318
RFG Advisory
Alabama
$214K -$14.6K -173 -7%
V
319
Veritable
Delaware
$212K -$422 -5 -0.2%
CCM
320
Covington Capital Management
California
$211K
BAM
321
Belpointe Asset Management
Nevada
$207K +$202K +2,388 New
HIMC
322
Heritage Investors Management Corp
Maryland
$207K +$202K +2,395 New
WIM
323
Weitz Investment Management
Nebraska
$205K
HR
324
Hayden Royal
North Carolina
$202K +$199K +2,358 New
FSWA
325
Financial Synergies Wealth Advisors
Texas
$201K +$196K +2,324 New

BIV Hedge Fund Activity: Q2 2019 in Review

418 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2019, worth a combined $8.39B — up 6.3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIV positions and 32 closed out — a net gain of 29 holders — while 172 added to existing stakes and 116 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $82.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $52.5M.

  • 418 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2019, up from 396 in Q1 2019.
  • Funds reported $8.39B of Vanguard Intermediate-Term Bond ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 61 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2019 and 32 closed out, a net change of +29 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $82.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2019.