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Vanguard Intermediate-Term Bond ETF

527 hedge funds and large institutions have $7.68B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 211 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 4360 (+17)

38% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 153

9% more capital invested

Capital invested by funds: $7.02B → $7.68B (+$661M)

6% more funds holding

Funds holding: 497527 (+30)

0.47% less ownership

Funds ownership: 59.69%59.22% (-0.47%)

Holders
527
Holders Change
+30
Holders Change %
+6.04%
% of All Funds
10.81%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
1.23%
New
71
Increased
211
Reduced
153
Closed
38
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
-$772K
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
401
Meridian Investment Counsel
California
$257K
FA
402
FCG Advisors
New Jersey
$250K -$55.8K -610 -19%
GIM
403
Goelzer Investment Management
Indiana
$250K -$54.9K -600 -18%
AW
404
ACG Wealth
Georgia
$247K -$60.5K -661 -20%
TNB
405
TCF National Bank
South Dakota
$245K -$104K -1,141 -29%
QCM
406
Quest Capital Management
Texas
$245K +$1.1K +12 +0.5%
CAM
407
Concorde Asset Management
Michigan
$242K -$15.5K -169 -6%
MSA
408
Marino Stram & Associates
Massachusetts
$242K +$237K +2,592 New
CWS
409
Cypress Wealth Services
California
$240K -$3.02K -33 -1%
RFC
410
Regions Financial Corp
Alabama
$240K +$24.5K +268 +12%
BFC
411
Bedel Financial Consulting
Indiana
$239K +$1.46K +16 +0.6%
APW
412
Austin Private Wealth
Texas
$238K
MFW
413
Mosaic Family Wealth
Missouri
$234K
William Blair & Company
414
William Blair & Company
Illinois
$233K -$28.6K -313 -11%
CSIC
415
Clifford Swan Investment Counsel
California
$232K
OC
416
Oarsman Capital
Wisconsin
$229K
UCFA
417
United Capital Financial Advisors
Texas
$228K -$196K -2,139 -47%
RFA
418
Reilly Financial Advisors
California
$228K +$275 +3 +0.1%
SMFS
419
Squar Milner Financial Services
California
$227K +$220K +2,409 +10,038%
FFA
420
First Foundation Advisors
California
$224K
WIM
421
Weitz Investment Management
Nebraska
$221K
RIM
422
Rockbridge Investment Management
New York
$220K +$216K +2,363 New
FSWA
423
Financial Synergies Wealth Advisors
Texas
$220K +$216K +2,359 New
MECA
424
Miller Equity Capital Advisors
Texas
$217K
AGA
425
Arkos Global Advisors
Texas
$217K +$213K +2,325 New

BIV Hedge Fund Activity: Q2 2020 in Review

527 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2020, worth a combined $7.68B — up 9.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new BIV positions and 38 closed out — a net gain of 33 holders — while 211 added to existing stakes and 153 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $111M. The largest seller was Citadel Advisors, exiting entirely with an estimated $241M sold.

  • 527 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2020, up from 497 in Q1 2020.
  • Funds reported $7.68B of Vanguard Intermediate-Term Bond ETF stock for Q2 2020, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2020 and 38 closed out, a net change of +33 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2020 was Beacon Capital Management Inc (Ohio), an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2020 was Citadel Advisors, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2020.