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Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
326
Argent Trust Co
Tennessee
$849K -$87.8K -1,120 -9%
CGPCS
327
Capital Group Private Client Services
California
$845K +$4.78K +61 +0.6%
AAS
328
Ameritas Advisory Services
Nebraska
$840K -$733K -9,344 -46%
RPG
329
Resource Planning Group
Georgia
$835K +$44.3K +565 +6%
SIM
330
Studio Investment Management
Illinois
$823K +$73.7K +940 +10%
ATPW
331
Ashton Thomas Private Wealth
Arizona
$820K +$13.3K +170 +2%
TWM
332
TriaGen Wealth Management
California
$816K +$32.6K +416 +4%
MIM
333
Moseley Investment Management
Florida
$815K -$219K -2,795 -21%
CL
334
CPWM LLC
Washington
$815K +$541K +6,905 +192%
ALWM
335
Andrews Lucia Wealth Management
California
$811K -$21.3K -272 -3%
VNIM
336
Vaughan Nelson Investment Management
Texas
$809K +$9.41K +120 +1%
RC
337
Roundview Capital
New Jersey
$805K -$235K -2,997 -22%
TNB
338
Thomasville National Bank
Georgia
$801K
IFG
339
Independent Financial Group
California
$792K -$148K -1,884 -16%
PWM
340
PBMares Wealth Management
Virginia
$791K -$309K -3,940 -28%
HIGP
341
Hill Investment Group Partners
Missouri
$790K +$798K +10,174 New
RIG
342
Ramiah Investment Group
Wisconsin
$780K -$14.8K -189 -2%
FA
343
Flagstar Advisors
New York
$780K +$21.3K +271 +3%
BFEC
344
Benjamin F. Edwards & Company
Missouri
$756K -$244K -3,118 -24%
MSWMA
345
Market Street Wealth Management Advisors
Indiana
$747K -$1.19M -15,151 -61%
CAGAS
346
Capital Advisory Group Advisory Services
Minnesota
$735K -$1.19M -15,157 -62%
EWA
347
EverSource Wealth Advisors
Alabama
$719K -$69.8K -890 -9%
LC
348
LCNB Corp
Ohio
$716K +$7.84K +100 +1%
AIM
349
Anchor Investment Management
South Carolina
$716K -$33.7K -430 -4%
FF
350
FourThought Financial
Florida
$699K

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.