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Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
401
AMG National Trust Bank
Colorado
$497K -$56.2K -717 -10%
MGIA
402
Moneta Group Investment Advisors
Missouri
$487K -$118K -1,506 -19%
AFAS
403
Acorn Financial Advisory Services
Virginia
$486K +$257K +3,278 +111%
HWM
404
HB Wealth Management
Georgia
$483K -$156K -1,995 -24%
GJIC
405
Gamble Jones Investment Counsel
California
$483K
SAM
406
S.A. Mason
Michigan
$481K -$63.9K -815 -12%
WB
407
WesBanco Bank
West Virginia
$477K +$7.37K +94 +2%
PW
408
Peninsula Wealth
California
$474K
RI
409
Ridgewood Investments
New Jersey
$471K -$25.1K -320 -5%
AssetMark Inc
410
AssetMark Inc
California
$468K -$5.17K -66 -1%
FPCG
411
Forum Private Client Group
Indiana
$467K -$126K -1,605 -21%
WA
412
Waverly Advisors
Alabama
$465K +$470K +5,993 New
GRP
413
Global Retirement Partners
California
$462K -$12.3K -157 -3%
SWP
414
Strategic Wealth Partners
Ohio
$459K -$631K -8,050 -58%
RCM
415
Radnor Capital Management
Pennsylvania
$459K
SFS
416
Security Financial Services
Indiana
$458K -$150K -1,919 -25%
MAWCM
417
Mine & Arao Wealth Creation & Management
California
$454K +$706 +9 +0.2%
FBB
418
Fulton Breakefield Broenniman
Maryland
$453K +$73.2K +934 +19%
MFT
419
Moisand Fitzgerald Tamayo
Florida
$446K +$164K +2,095 +57%
AFG
420
Affinia Financial Group
Massachusetts
$445K +$451K +5,752 New
SB
421
Strategic Blueprint
Georgia
$432K -$76.1K -971 -15%
CAM
422
Cresset Asset Management
Illinois
$424K +$429K +5,465 New
CA
423
CGN Advisors
Kansas
$423K +$1.1K +14 +0.3%
PFG
424
Pacific Financial Group
Washington
$421K +$19.1K +244 +5%
TA
425
TrueWealth Advisors
Alabama
$420K -$28.9K -368 -6%

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.