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Vanguard Intermediate-Term Bond ETF

396 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

2% less funds holding

Funds holding: 404396 (-8)

4.48% less ownership

Funds ownership: 72.94%68.46% (-4.5%)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

16% less capital invested

Capital invested by funds: $9.35B → $7.89B (-$1.46B)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
396
Holders Change
-8
Holders Change %
-1.98%
% of All Funds
8.57%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.56%
New
35
Increased
135
Reduced
158
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFO
401
RiverGlades Family Offices
Florida
-$6.75M -83,030 Closed
Verition Fund Management
402
Verition Fund Management
Connecticut
-$5.53M -68,022 Closed
BCA
403
Biltmore Capital Advisors
New Jersey
-$2.78M -41,105 Closed
AP
404
Advisors Preferred
Maryland
-$2.43M -29,902 Closed
TSS
405
Two Sigma Securities
New York
-$1.21M -14,828 Closed
GP
406
Girard Partners
Pennsylvania
-$573K -7,052 Closed
CWAG
407
Compton Wealth Advisory Group
Virginia
-$563K -6,923 Closed
AAS
408
Avantax Advisory Services
Texas
-$351K -4,297 Closed
MIS
409
Morningstar Investment Services
Illinois
-$315K -3,876 Closed
PFS
410
Prospera Financial Services
Texas
-$285K -3,504 Closed
DW
411
Domani Wealth
Pennsylvania
-$244K -3,002 Closed
HT
412
Heritage Trust
Oklahoma
-$208K -2,563 Closed
BAM
413
Belpointe Asset Management
Nevada
-$155K -1,901 Closed
JA
414
JOYN Advisors
Georgia
-$104K -1,282 Closed
KCM
415
Karp Capital Management
California
-$89K -1,100 Closed
EWA
416
ERTS Wealth Advisors
Michigan
-$79K -973 Closed
BCM
417
Blume Capital Management
California
-$57K -700 Closed
W
418
WealthOne
New York
-$57K -700 Closed
POIA
419
Pin Oak Investment Advisors
Texas
-$33K -400 Closed
CFA
420
Camarda Financial Advisors
Florida
-$22K -272 Closed
RFM
421
Royal Fund Management
Florida
-$9K -115 Closed
BCA
422
Berman Capital Advisors
Georgia
-$9K -111 Closed
DAM
423
Delta Asset Management
Tennessee
-$8K -100 Closed
SWP
424
Strategic Wealth Partners
Ohio
-$6K -76 Closed
RWA
425
River Wealth Advisors
Pennsylvania
-$6K -71 Closed

BIV Hedge Fund Activity: Q1 2019 in Review

396 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2019, worth a combined $7.89B — down 16% from $9.35B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of BIV and 35 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 135 added.

The largest buyer was Wells Fargo, adding an estimated $73.3M. The largest seller was Bank of America, cutting an estimated $1.36B.

  • 396 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2019, down from 404 in Q4 2018.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q1 2019, down 16% quarter-over-quarter.
  • 35 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2019 and 36 closed out, a net change of -1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2019 was Wells Fargo, an estimated $73.3M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.