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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
LFGH
301
Lee Financial Group Hawaii
Hawaii
$1.19M -$13.8M -153,986 -92%
BBA
302
BLB&B Advisors
Pennsylvania
$1.17M +$128K +1,430 +12%
SIM
303
Sadoff Investment Management
Wisconsin
$1.17M -$179K -2,000 -13%
NB
304
Nicolet Bankshares
Wisconsin
$1.17M
CA
305
Calton & Associates
Florida
$1.16M +$93.8K +1,050 +9%
PA
306
PFG Advisors
Arizona
$1.16M +$345K +3,860 +43%
SCA
307
Spearhead Capital Advisors
Florida
$1.16M +$123K +1,378 +12%
CCM
308
Coe Capital Management
Illinois
$1.14M +$1.25K +14 +0.1%
RC
309
Roundview Capital
New Jersey
$1.12M +$48.7K +545 +5%
WTFG
310
Wells Trecaso Financial Group
Ohio
$1.11M
NWM
311
Northwest Wealth Management
Iowa
$1.11M +$66K +739 +6%
IFG
312
Independent Financial Group
California
$1.1M -$89.6K -1,003 -8%
T
313
TRUADVICE
Florida
$1.1M +$664K +7,437 +162%
EA
314
Eclectic Associates
California
$1.09M +$166K +1,858 +18%
EP
315
Eudaimonia Partners
Tennessee
$1.09M +$287K +3,209 +36%
PBF
316
Petix & Botte Financial
California
$1.08M +$2.59K +29 +0.2%
KA
317
Kovack Advisors
Florida
$1.06M +$111K +1,241 +12%
RW
318
REDW Wealth
New Mexico
$1.05M -$70K -784 -6%
DP
319
Denver PWM
Colorado
$1.05M +$1.04M +11,679 New
CF
320
Centaurus Financial
California
$1.04M -$289K -3,237 -22%
BCA
321
Bay Colony Advisors
Massachusetts
$1.03M -$102K -1,139 -9%
WP
322
WealthSource Partners
California
$1.03M +$636K +7,118 +164%
GWMIA
323
Global Wealth Management Investment Advisory
Florida
$1.03M +$54.8K +613 +6%
ATC
324
Argent Trust Co
Tennessee
$1.02M +$19.1K +214 +2%
HB
325
Homrich & Berg
Georgia
$1.02M -$106K -1,184 -9%

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.