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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
VNIM
351
Vaughan Nelson Investment Management
Texas
$843K +$38.4K +455 +5%
RIG
352
Ramiah Investment Group
Wisconsin
$839K +$20.9K +248 +2%
RPG
353
Resource Planning Group
Georgia
$835K +$3.29K +39 +0.4%
EWA
354
EverSource Wealth Advisors
Alabama
$832K -$108K -1,279 -11%
TWM
355
TriaGen Wealth Management
California
$827K +$84.4K +999 +11%
CAMG
356
CWA Asset Management Group
Florida
$825K +$45.2K +535 +6%
PCM
357
Parsons Capital Management
Rhode Island
$824K -$8.44K -100 -1%
LTL
358
Lowery Thomas LLC
California
$820K +$846K +10,015 New
JP Morgan Chase
359
JP Morgan Chase
New York
$817K -$1.27M -15,038 -60%
BG
360
Benedetti & Gucer
Georgia
$814K +$327K +3,871 +64%
RSWM
361
Robertson Stephens Wealth Management
California
$812K -$85.6K -1,014 -9%
RFC
362
Regions Financial Corp
Alabama
$808K -$25.3K -300 -3%
FA
363
Flagstar Advisors
New York
$800K +$11.5K +136 +1%
SIM
364
Studio Investment Management
Illinois
$792K +$20.3K +240 +3%
AIM
365
Anchor Investment Management
South Carolina
$790K -$256K -3,029 -24%
MFA
366
Mayflower Financial Advisors
Massachusetts
$776K +$301K +3,559 +60%
FIA
367
Foundations Investment Advisors
Arizona
$774K +$823K +9,752 New
OWA
368
One Wealth Advisors
California
$771K +$795K +9,410 New
TI
369
tru Independence
Oregon
$769K -$10.9K -129 -1%
WIA
370
World Investment Advisors
California
$769K -$844 -10 -0.1%
NWM
371
Northwest Wealth Management
Iowa
$767K -$110K -1,306 -12%
9WM
372
9258 Wealth Management
Ohio
$766K -$77.8K -921 -9%
AP
373
Adero Partners
California
$764K +$424K +5,021 +117%
BFO
374
Boston Family Office
Massachusetts
$761K +$120K +1,427 +18%
Lido Advisors
375
Lido Advisors
California
$757K +$26.7K +316 +4%

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.