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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
TC
426
Trilogy Capital
California
$420K +$941 +12 +0.2%
SMC
427
Smith, Moore & Co
Missouri
$417K -$55.4K -706 -12%
UB
428
UMB Bank
Missouri
$415K +$36.6K +467 +10%
IF
429
Insight Folios
North Carolina
$414K -$186K -2,372 -31%
KAM
430
Kraft Asset Management
Tennessee
$413K +$417K +5,316 New
RPWA
431
Regent Peak Wealth Advisors
Georgia
$406K -$202K -2,577 -33%
SC
432
Stephens Consulting
Michigan
$390K +$187K +2,381 +90%
MSFS
433
Main Street Financial Solutions
Pennsylvania
$387K -$131K -1,671 -25%
VFA
434
Valeo Financial Advisors
Indiana
$386K +$22.1K +282 +6%
EFG
435
Everhart Financial Group
Ohio
$378K -$17.2K -219 -4%
CBFP
436
Cedar Brook Financial Partners
Ohio
$374K -$85K -1,084 -18%
AWA
437
Acorn Wealth Advisors
Michigan
$373K -$42.5K -542 -10%
VW
438
Vance Wealth
California
$373K -$17.3K -220 -4%
FHA
439
Flagship Harbor Advisors
Massachusetts
$368K -$2.74K -35 -0.7%
CAG
440
Compass Advisory Group
New York
$368K +$33.6K +429 +10%
KPWS
441
Kestra Private Wealth Services
Texas
$364K -$11.7K -149 -3%
HGERS
442
Householder Group Estate & Retirement Specialist
Arizona
$360K +$470 +6 +0.1%
LA
443
LVW Advisors
New York
$359K +$6.59K +84 +2%
PTC
444
Private Trust Company
Ohio
$359K +$362K +4,619 New
FF
445
Francis Financial
$358K +$356K +4,536 New
BWM
446
Boyd Wealth Management
California
$358K +$361K +4,608 New
AMBIA
447
Allen Mooney & Barnes Investment Advisors
Georgia
$357K +$361K +4,598 New
KCM
448
Kanawha Capital Management
Virginia
$355K -$209K -2,665 -37%
AWM
449
Atticus Wealth Management
Florida
$353K -$92.1K -1,174 -21%
CMBA
450
C.M. Bidwell & Associates
Hawaii
$351K -$132K -1,683 -27%

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.