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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
HWA
376
HHM Wealth Advisors
Tennessee
$751K
MWM
377
Meridian Wealth Management
Kentucky
$748K +$343K +4,064 +80%
LC
378
LCNB Corp
Ohio
$747K -$355K -4,200 -32%
FF
379
FourThought Financial
Florida
$737K
LWAC
380
Laurel Wealth Advisors (California)
California
$716K -$88.5K -1,048 -11%
SIA
381
Schechter Investment Advisors
Michigan
$709K +$10.3K +122 +1%
CTC
382
Central Trust Company
Missouri
$707K -$44.9K -532 -6%
GWM
383
GSB Wealth Management
Connecticut
$705K +$217K +2,566 +42%
MAM
384
Marquette Asset Management
Minnesota
$704K -$17.2M -203,257 -96%
AA
385
Ancora Advisors
Ohio
$700K -$77.1K -913 -10%
TCOV
386
Trust Company of Vermont
Vermont
$697K -$342K -4,052 -32%
BONH
387
Bank of New Hampshire
New Hampshire
$696K +$12.7K +150 +2%
OWA
388
Outlook Wealth Advisors
Texas
$694K +$15.7K +186 +2%
CIC
389
Cutler Investment Counsel
Oregon
$686K +$9.46K +112 +1%
MPIA
390
Mountain Pacific Investment Advisers
Idaho
$682K +$307K +3,636 +77%
FWM
391
Frontier Wealth Management
Missouri
$674K -$239K -2,834 -25%
HWM
392
HB Wealth Management
Georgia
$673K -$46.5K -551 -6%
PFC
393
Poplar Forest Capital
California
$673K
PD
394
Planning Directions
Pennsylvania
$671K -$912K -10,800 -57%
SCG
395
Sonata Capital Group
Washington
$659K -$33.8K -400 -5%
CSPAM
396
Cary Street Partners Asset Management
Virginia
$658K -$14M -166,339 -95%
BAMG
397
Brand Asset Management Group
Missouri
$655K +$675K +8,000 New
Luther King Capital Management (LKCM)
398
Luther King Capital Management (LKCM)
Texas
$654K
SWM
399
Spire Wealth Management
Virginia
$650K -$1.32M -15,590 -66%
PIMG
400
Patriot Investment Management Group
Tennessee
$646K -$47.5K -562 -7%

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.