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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
326
Patten Group
Tennessee
$1.07M -$110K -1,298 -9%
TC
327
TownSquare Capital
Utah
$1.06M +$583K +6,905 +113%
DP
328
Denver PWM
Colorado
$1.06M +$5.91K +70 +0.5%
Invesco
329
Invesco
Georgia
$1.05M +$15.9K +188 +1%
BFEC
330
Benjamin F. Edwards & Company
Missouri
$1.05M +$163K +1,932 +18%
NPP
331
New Potomac Partners
Maryland
$1.05M -$58K -687 -5%
AC
332
Anson Capital
Georgia
$1.04M -$495K -5,867 -32%
SWA
333
Sax Wealth Advisors
New Jersey
$1.02M -$68.3K -809 -6%
SIM
334
Sadoff Investment Management
Wisconsin
$1.01M -$11.5K -136 -1%
FWIA
335
Fort Washington Investment Advisors
Ohio
$1M
WP
336
WealthSource Partners
California
$1M +$192K +2,278 +23%
PAG
337
Powers Advisory Group
Illinois
$997K -$218K -2,579 -17%
IFG
338
Independent Financial Group
California
$990K -$194K -2,293 -16%
ATC
339
Argent Trust Co
Tennessee
$987K -$8.02K -95 -0.8%
RW
340
REDW Wealth
New Mexico
$944K -$3.04K -36 -0.3%
MOS
341
MGO One Seven
Ohio
$912K +$74.1K +877 +9%
ALWM
342
Andrews Lucia Wealth Management
California
$892K
CGPCS
343
Capital Group Private Client Services
California
$886K +$12.8K +151 +1%
WAG
344
Winthrop Advisory Group
Massachusetts
$881K -$39.3K -466 -4%
HFG
345
Heron Financial Group
New York
$863K +$11.5K +136 +1%
BCA
346
Bay Colony Advisors
Massachusetts
$863K +$340K +4,026 +62%
LSA
347
Lion Street Advisors
Texas
$856K +$19.9K +236 +2%
LWM
348
Laidlaw Wealth Management
New York
$852K -$277K -3,283 -24%
ATPW
349
Ashton Thomas Private Wealth
Arizona
$851K +$334K +3,950 +61%
TNB
350
Thomasville National Bank
Georgia
$845K

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.