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Vanguard Intermediate-Term Bond ETF

418 hedge funds and large institutions have $8.39B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 116

6% more capital invested

Capital invested by funds: $7.89B → $8.39B (+$495M)

6% more funds holding

Funds holding: 396418 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

0.42% less ownership

Funds ownership: 68.46%68.04% (-0.42%)

Holders
418
Holders Change
+22
Holders Change %
+5.56%
% of All Funds
9.08%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
61
Increased
172
Reduced
116
Closed
32
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
376
Hanson & Doremus Investment Management
Vermont
$47K
NCM
377
New Capital Management
Texas
$47K
First Manhattan
378
First Manhattan
New York
$45K
ACS
379
Archford Capital Strategies
Illinois
$42K
WB
380
Webster Bank
Connecticut
$36K -$24.3K -288 -41%
AOWM
381
Alpha Omega Wealth Management
Virginia
$32K
NSB
382
Norway Savings Bank
Maine
$31K
AF
383
Advisornet Financial
Minnesota
$31K +$11K +130 +58%
RBC
384
Roble Belko & Company
Pennsylvania
$29K +$28.8K +341 New
CIAS
385
Capital Investment Advisory Services
North Carolina
$22K
CI
386
CX Institutional
Indiana
$22K +$21.2K +251 New
PFO
387
Pathstone Family Office
New Jersey
$21K
FBT
388
First Bank & Trust
South Dakota
$21K +$20.3K +240 New
SCA
389
Stuart Chaussee & Associates
California
$20K -$10.1K -120 -34%
BFEC
390
Benjamin F. Edwards & Company
Missouri
$20K
QCIG
391
Quad-Cities Investment Group
Iowa
$19K
GCM
392
Gables Capital Management
Florida
$18K
CAL
393
Capital Analysts LLC
Pennsylvania
$15K
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$15K
SIS
395
Sound Income Strategies
Florida
$14K
WCM
396
Whitener Capital Management
North Carolina
$14K
WT
397
Whittier Trust
California
$14K
RWA
398
Ropes Wealth Advisors
Massachusetts
$14K +$13.9K +165 New
LA
399
Legacy Advisors
Pennsylvania
$13K
LWANC
400
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K +$12.8K +151 New

BIV Hedge Fund Activity: Q2 2019 in Review

418 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2019, worth a combined $8.39B — up 6.3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIV positions and 32 closed out — a net gain of 29 holders — while 172 added to existing stakes and 116 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $82.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $52.5M.

  • 418 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2019, up from 396 in Q1 2019.
  • Funds reported $8.39B of Vanguard Intermediate-Term Bond ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 61 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2019 and 32 closed out, a net change of +29 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $82.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2019.