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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
401
Mayflower Financial Advisors
Massachusetts
$531K +$15.7K +176 +3%
NB
402
NBT Bank
New York
$531K +$136K +1,520 +35%
TA
403
TrueWealth Advisors
Alabama
$526K +$19.6K +220 +4%
WB
404
WesBanco Bank
West Virginia
$511K
PD
405
Planning Directions
Pennsylvania
$502K +$499K +5,583 New
CAL
406
Capital Analysts LLC
Pennsylvania
$501K +$375K +4,200 +307%
3LCM
407
3D/L Capital Management
Connecticut
$494K +$77.5K +868 +19%
TSS
408
Two Sigma Securities
New York
$490K +$487K +5,450 New
IA
409
Insight Advisors
Pennsylvania
$485K -$5.36K -60 -1%
9WM
410
9258 Wealth Management
Ohio
$483K +$479K +5,364 New
MG
411
Mather Group
Illinois
$479K
MAWCM
412
Mine & Arao Wealth Creation & Management
California
$477K +$1.07K +12 +0.2%
FPFS
413
First Personal Financial Services
North Carolina
$477K +$6.61K +74 +1%
CIC
414
Cutler Investment Counsel
Oregon
$470K +$357 +4 +0.1%
22CM
415
20/20 Capital Management
California
$458K -$74K -829 -14%
RI
416
Ridgewood Investments
New Jersey
$447K -$86.4K -967 -16%
SS
417
Sunbelt Securities
Texas
$446K +$440K +4,922 New
PWM
418
Perigon Wealth Management
California
$443K -$19.2K -215 -4%
UB
419
UMB Bank
Missouri
$439K
WP
420
WMS Partners
Maryland
$437K +$38.2K +428 +10%
BFG
421
Berger Financial Group
Minnesota
$430K +$8.04K +90 +2%
TIAM2
422
Tru Independence Asset Management 2
Oregon
$429K +$148K +1,662 +53%
SMC
423
Smith, Moore & Co
Missouri
$422K +$43.4K +486 +12%
LIM
424
Loudon Investment Management
New Hampshire
$417K -$10.3K -115 -2%
BMA
425
Brooks Moore & Associates
Tennessee
$415K

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.