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Vanguard Intermediate-Term Bond ETF

527 hedge funds and large institutions have $7.68B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 211 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 4360 (+17)

38% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 153

9% more capital invested

Capital invested by funds: $7.02B → $7.68B (+$661M)

6% more funds holding

Funds holding: 497527 (+30)

0.47% less ownership

Funds ownership: 59.69%59.22% (-0.47%)

Holders
527
Holders Change
+30
Holders Change %
+6.04%
% of All Funds
10.81%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
1.23%
New
71
Increased
211
Reduced
153
Closed
38
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
-$772K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Paracle Advisors
Washington
$410K
SAM
352
S.A. Mason
Michigan
$410K +$45.8K +500 +13%
IAN
353
Integrated Advisors Network
Texas
$408K -$11.8K -129 -3%
NB
354
NBT Bank
New York
$408K
LIM
355
Leavell Investment Management
Alabama
$404K
WAP
356
Wealthcare Advisory Partners
Pennsylvania
$403K -$54.5K -595 -12%
DY
357
Dowling & Yahnke
California
$398K +$4.58K +50 +1%
1WA
358
180 Wealth Advisors
Washington
$389K -$6.87K -75 -2%
AWM
359
Aries Wealth Management
Maine
$388K +$381K +4,162 New
PA
360
PFG Advisors
Arizona
$386K +$141K +1,542 +59%
CTC
361
Central Trust Company
Missouri
$384K +$229K +2,503 +155%
SMC
362
Smith, Moore & Co
Missouri
$383K -$6.41K -70 -2%
CPSC
363
Carl P. Sherr & Co
Massachusetts
$376K
WA
364
WBH Advisory
Maryland
$375K -$54.5K -596 -13%
BAM
365
Belpointe Asset Management
Nevada
$374K +$42K +459 +13%
DBT
366
Dubuque Bank & Trust
Iowa
$368K
TCM
367
Traynor Capital Management
Pennsylvania
$367K -$7.78K -85 -2%
CAAS
368
Capital Asset Advisory Services
Michigan
$365K +$30.6K +334 +9%
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$362K +$53K +579 +17%
CC
370
Courier Capital
New York
$358K
WFM
371
Wolff Financial Management
Michigan
$357K +$71.2K +778 +25%
HR
372
Hayden Royal
North Carolina
$348K -$22K -240 -6%
WAM
373
Weatherly Asset Management
California
$347K
LA
374
LVW Advisors
New York
$347K +$22.4K +245 +7%
FMW
375
Farr Miller & Washington
District of Columbia
$342K

BIV Hedge Fund Activity: Q2 2020 in Review

527 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2020, worth a combined $7.68B — up 9.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new BIV positions and 38 closed out — a net gain of 33 holders — while 211 added to existing stakes and 153 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $111M. The largest seller was Citadel Advisors, exiting entirely with an estimated $241M sold.

  • 527 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2020, up from 497 in Q1 2020.
  • Funds reported $7.68B of Vanguard Intermediate-Term Bond ETF stock for Q2 2020, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2020 and 38 closed out, a net change of +33 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2020 was Beacon Capital Management Inc (Ohio), an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2020 was Citadel Advisors, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2020.