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Vanguard Intermediate-Term Bond ETF

396 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

2% less funds holding

Funds holding: 404396 (-8)

4.48% less ownership

Funds ownership: 72.94%68.46% (-4.5%)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

16% less capital invested

Capital invested by funds: $9.35B → $7.89B (-$1.46B)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
396
Holders Change
-8
Holders Change %
-1.98%
% of All Funds
8.57%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.56%
New
35
Increased
135
Reduced
158
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Avior Wealth Management
Nebraska
$45K -$2.63K -32 -6%
FCA
352
FinTrust Capital Advisors
South Carolina
$45K -$2.47K -30 -5%
HDIM
353
Hanson & Doremus Investment Management
Vermont
$45K
NCM
354
New Capital Management
Texas
$45K
First Manhattan
355
First Manhattan
New York
$44K
ACS
356
Archford Capital Strategies
Illinois
$41K -$494 -6 -1%
EWM
357
Executive Wealth Management
Michigan
$39K -$97.7K -1,187 -72%
PMFA
358
Plante Moran Financial Advisors
Michigan
$37K +$165 +2 +0.5%
PCTC
359
Perkins Coie Trust Company
Washington
$32K
AOWM
360
Alpha Omega Wealth Management
Virginia
$31K
SCA
361
Stuart Chaussee & Associates
California
$30K -$4.86K -59 -14%
NSB
362
Norway Savings Bank
Maine
$30K
AWM
363
Aevitas Wealth Management
Massachusetts
$25K
BlackRock
364
BlackRock
New York
$24K -$4.53K -55 -16%
WAM
365
Wealthspire Advisors (Maryland)
Maryland
$22K
PFO
366
Pathstone Family Office
New Jersey
$21K
CIAS
367
Capital Investment Advisory Services
North Carolina
$21K +$21K +255 New
AF
368
Advisornet Financial
Minnesota
$19K -$659 -8 -3%
BFEC
369
Benjamin F. Edwards & Company
Missouri
$19K
GCM
370
Gables Capital Management
Florida
$18K
QCIG
371
Quad-Cities Investment Group
Iowa
$18K
ACA
372
Atlas Capital Advisors
Wyoming
$17.8K +$17.5K +212 New
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$15K -$140K -1,698 -91%
CAL
374
Capital Analysts LLC
Pennsylvania
$14K
WCM
375
Whitener Capital Management
North Carolina
$14K

BIV Hedge Fund Activity: Q1 2019 in Review

396 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2019, worth a combined $7.89B — down 16% from $9.35B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of BIV and 35 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 135 added.

The largest buyer was Wells Fargo, adding an estimated $73.3M. The largest seller was Bank of America, cutting an estimated $1.36B.

  • 396 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2019, down from 404 in Q4 2018.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q1 2019, down 16% quarter-over-quarter.
  • 35 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2019 and 36 closed out, a net change of -1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2019 was Wells Fargo, an estimated $73.3M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.