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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
WAG
326
Winthrop Advisory Group
Massachusetts
$988K +$8.04K +90 +0.8%
ACS
327
Archford Capital Strategies
Illinois
$974K +$72.3K +809 +8%
RPWA
328
Regent Peak Wealth Advisors
Georgia
$968K -$264K -2,955 -22%
FWM
329
Frontier Wealth Management
Missouri
$966K +$26K +291 +3%
PCM
330
Parsons Capital Management
Rhode Island
$965K -$28.1K -315 -3%
HWA
331
HHM Wealth Advisors
Tennessee
$959K +$936K +10,481 +5,888%
FHA
332
Flagship Harbor Advisors
Massachusetts
$954K +$460K +5,152 +95%
CBT
333
Capital Bank & Trust
California
$949K +$7.95K +89 +0.9%
SC
334
Schiavi & Co
Delaware
$947K +$940K +10,526 New
BPC
335
Banque Pictet & Cie
Switzerland
$932K
BWA
336
Beam Wealth Advisors
Louisiana
$929K -$228K -2,553 -20%
HFG
337
Heron Financial Group
New York
$917K +$2.77K +31 +0.3%
SFG
338
SNS Financial Group
Minnesota
$903K +$102K +1,144 +13%
Lido Advisors
339
Lido Advisors
California
$890K -$26.6K -298 -3%
SWA
340
Sax Wealth Advisors
New Jersey
$887K +$199K +2,233 +29%
CAC
341
Certified Advisory Corp
Florida
$886K +$33.7K +377 +4%
OIA
342
OneDigital Investment Advisors
Kansas
$869K -$438K -4,901 -34%
CAMG
343
CWA Asset Management Group
Florida
$837K -$30.9K -346 -4%
TCOV
344
Trust Company of Vermont
Vermont
$834K -$103K -1,152 -11%
IA
345
IFG Advisors
Missouri
$831K +$613K +6,866 +289%
AAMC
346
Asset Allocation & Management Company
Illinois
$824K
IF
347
Insight Folios
North Carolina
$820K -$52.9K -592 -6%
MSFS
348
Main Street Financial Solutions
Pennsylvania
$813K -$256K -2,863 -24%
FF
349
FourThought Financial
Florida
$809K
TWM
350
TriaGen Wealth Management
California
$793K -$85.3K -955 -10%

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.