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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
HWA
351
HHM Wealth Advisors
Tennessee
$698K -$14K -178 -2%
NPP
352
New Potomac Partners
Maryland
$697K -$298K -3,800 -30%
HR
353
Hardy Reed
Mississippi
$697K +$704K +8,972 New
HI
354
Harbour Investments
Wisconsin
$686K +$693K +8,835 New
AA
355
Ancora Advisors
Ohio
$680K +$16.7K +213 +2%
CFAM
356
Center For Asset Management
Florida
$678K -$792K -10,105 -54%
TC
357
TownSquare Capital
Utah
$670K -$343K -4,377 -34%
SFPM
358
Sensible Financial Planning & Management
Massachusetts
$657K -$2.67M -34,036 -80%
TI
359
tru Independence
Oregon
$656K -$73.8K -941 -10%
NWM
360
Northwest Wealth Management
Iowa
$648K -$80.4K -1,025 -11%
TCOV
361
Trust Company of Vermont
Vermont
$647K -$13.3K -170 -2%
MPIA
362
Mountain Pacific Investment Advisers
Idaho
$647K
PCM
363
Parsons Capital Management
Rhode Island
$639K -$143K -1,821 -18%
PFC
364
Poplar Forest Capital
California
$638K
WIA
365
World Investment Advisors
California
$628K -$117K -1,497 -16%
SCG
366
Sonata Capital Group
Washington
$625K
BONH
367
Bank of New Hampshire
New Hampshire
$620K -$40K -510 -6%
Lido Advisors
368
Lido Advisors
California
$617K -$101K -1,294 -14%
3LCM
369
3D/L Capital Management
Connecticut
$617K +$27.5K +351 +5%
AWS
370
AJ Wealth Strategies
New York
$614K +$154K +1,970 +33%
SJIA
371
St. James Investment Advisors
New York
$614K +$620K +7,901 New
TFS
372
TrustCore Financial Services
Tennessee
$613K +$119K +1,514 +24%
MWM
373
Maripau Wealth Management
Indiana
$612K -$11.4K -145 -2%
GGS
374
Galvin Gaustad & Stein
Arizona
$609K +$615K +7,845 New
CIC
375
Cutler Investment Counsel
Oregon
$602K -$48.4K -617 -7%

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.