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Vanguard Intermediate-Term Bond ETF

648 hedge funds and large institutions have $8.85B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 282 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

92% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 147

16% more funds holding

Funds holding: 560648 (+88)

10% more funds holding in top 10

Funds holding in top 10: 6369 (+6)

2% more capital invested

Capital invested by funds: $8.65B → $8.85B (+$203M)

1.07% less ownership

Funds ownership: 58.45%57.38% (-1.1%)

78% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $6.55M

Holders
648
Holders Change
+88
Holders Change %
+15.71%
% of All Funds
11.47%
Holding in Top 10
69
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.52%
% of All Funds
1.22%
New
126
Increased
282
Reduced
147
Closed
28
Calls
$1.42M
Puts
$6.55M
Net Calls
-$5.13M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
426
WealthSource Partners
California
$416K +$32.6K +350 +8%
TTWM
427
TCV Trust & Wealth Management
Virginia
$413K -$11.3K -121 -3%
LIM
428
Loudon Investment Management
New Hampshire
$410K +$140K +1,500 +51%
PA
429
Paracle Advisors
Washington
$408K
WAP
430
Wealthcare Advisory Partners
Pennsylvania
$407K +$76.6K +822 +23%
NB
431
NBT Bank
New York
$406K
UWM
432
USAdvisors Wealth Management
Minnesota
$404K +$406K +4,356 New
LIM
433
Leavell Investment Management
Alabama
$403K -$19.9K -214 -5%
T
434
TRUADVICE
Florida
$400K -$9.03K -97 -2%
RMA
435
Roffman Miller Associates
Pennsylvania
$399K -$165K -1,777 -29%
WWM
436
Windsor Wealth Management
Indiana
$398K
TFS
437
TrustCore Financial Services
Tennessee
$398K +$119K +1,277 +42%
SSCA
438
South Shore Capital Advisors
Massachusetts
$395K +$397K +4,259 New
CFO
439
Collective Family Office
Pennsylvania
$390K +$391K +4,200 New
LA
440
LVW Advisors
New York
$388K +$9.69K +104 +3%
1WA
441
180 Wealth Advisors
Washington
$387K +$15K +161 +4%
SMC
442
Smith, Moore & Co
Missouri
$380K -$3.17K -34 -0.8%
BPA
443
Beacon Pointe Advisors
California
$379K +$84.6K +908 +29%
WA
444
WBH Advisory
Maryland
$378K +$5.21K +56 +1%
CPSC
445
Carl P. Sherr & Co
Massachusetts
$374K
MOS
446
MGO One Seven
Ohio
$374K +$376K +4,033 New
RA
447
RFG Advisory
Alabama
$373K +$65.9K +708 +21%
NAS
448
Nicolet Advisory Services
Wisconsin
$370K
RIA
449
Regal Investment Advisors
Michigan
$368K +$369K +3,964 New
DBT
450
Dubuque Bank & Trust
Iowa
$366K

BIV Hedge Fund Activity: Q4 2020 in Review

648 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2020, worth a combined $8.85B — up 2.3% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BIV positions and 28 closed out — a net gain of 98 holders — while 282 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $78.2M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 648 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2020, up from 560 in Q3 2020.
  • Funds reported $8.85B of Vanguard Intermediate-Term Bond ETF stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 126 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2020 and 28 closed out, a net change of +98 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $78.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2020 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2020.