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Vanguard Intermediate-Term Bond ETF

478 hedge funds and large institutions have $8.9B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 214 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 29

140% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 89

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

17% more funds holding

Funds holding: 407478 (+71)

4% more capital invested

Capital invested by funds: $8.54B → $8.9B (+$358M)

0.03% more ownership

Funds ownership: 65.94%65.97% (+0.03%)

Holders
478
Holders Change
+71
Holders Change %
+17.44%
% of All Funds
9.42%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.69%
New
104
Increased
214
Reduced
89
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
V
326
Veritable
Delaware
$340K
UCFA
327
United Capital Financial Advisors
Texas
$339K +$11.8K +135 +4%
PCS
328
Personal CFO Solutions
New Jersey
$335K -$1.73M -19,723 -84%
NL
329
NWAM LLC
Washington
$333K +$43.8K +500 +15%
WAM
330
Weatherly Asset Management
California
$325K
EAM
331
Evanson Asset Management
California
$325K +$788 +9 +0.2%
FMW
332
Farr Miller & Washington
District of Columbia
$320K +$54.2K +619 +20%
PFA
333
Professional Financial Advisors
Nebraska
$319K +$320K +3,654 New
GIM
334
Goelzer Investment Management
Indiana
$317K -$138K -1,573 -30%
ATFA
335
All Terrain Financial Advisors
Minnesota
$310K +$311K +3,549 New
FFN
336
Focus Financial Network
Minnesota
$307K +$2.71K +31 +0.9%
TC
337
TownSquare Capital
Utah
$306K +$57.2K +653 +23%
TCM
338
Traynor Capital Management
Pennsylvania
$302K -$6.39K -73 -2%
FIB
339
First Interstate Bank
Montana
$298K +$210K +2,402 +237%
MWA
340
Martel Wealth Advisors
Washington
$296K +$2.63K +30 +0.9%
BBA
341
BLB&B Advisors
Pennsylvania
$295K +$22.2K +253 +8%
LWM
342
Loveless Wealth Management
Montana
$290K +$289K +3,300 New
AW
343
ACG Wealth
Georgia
$289K -$876 -10 -0.3%
CC
344
Courier Capital
New York
$285K
DP
345
Dearborn Partners
Illinois
$283K +$25.4K +290 +10%
VCP
346
Verus Capital Partners
Arizona
$282K +$283K +3,232 New
SIM
347
Stratos Investment Management
Ohio
$281K -$6.52M -74,406 -96%
CA
348
Continuum Advisory
Idaho
$280K -$17.2K -196 -6%
FM
349
Foster & Motley
Ohio
$280K
SFP
350
Strategic Financial Partners
Oregon
$280K +$282K +3,216 New

BIV Hedge Fund Activity: Q4 2019 in Review

478 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2019, worth a combined $8.9B — up 4.2% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new BIV positions and 29 closed out — a net gain of 75 holders — while 214 added to existing stakes and 89 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $55.2M. The largest seller was Susquehanna International Group, cutting an estimated $12.3M.

  • 478 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2019, up from 407 in Q3 2019.
  • Funds reported $8.9B of Vanguard Intermediate-Term Bond ETF stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 104 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2019 and 29 closed out, a net change of +75 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $55.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2019 was Susquehanna International Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2019.