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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
BPA
451
Beacon Pointe Advisors
California
$360K +$1.88K +21 +0.5%
RMA
452
Roffman Miller Associates
Pennsylvania
$360K +$2.23K +25 +0.6%
LSPW
453
Lake Street Private Wealth
Illinois
$357K +$70.2K +786 +25%
SFP
454
Sterling Financial Planning
New Jersey
$357K +$153K +1,712 +76%
HCP
455
Holt Capital Partners
Texas
$355K
NAS
456
Nicolet Advisory Services
Wisconsin
$352K -$5.72K -64 -2%
SB
457
Strategic Blueprint
Georgia
$352K +$349K +3,910 New
SF
458
Symphony Financial
Texas
$348K +$34.7K +388 +11%
CHA
459
Cooper/Haims Advisors
New York
$347K +$2.95K +33 +0.9%
WFA
460
Wellspring Financial Advisors
Ohio
$339K +$337K +3,770 New
PPP
461
Private Portfolio Partners
New Jersey
$337K -$86.1K -964 -20%
WAM
462
Weatherly Asset Management
California
$335K
DP
463
Dearborn Partners
Illinois
$333K
DIP
464
DT Investment Partners
Pennsylvania
$331K
GWM
465
GSB Wealth Management
Connecticut
$331K +$329K +3,682 New
FTUS
466
Flow Traders U.S.
New York
$328K +$325K +3,641 New
AT
467
Arden Trust
Delaware
$319K -$29.1K -326 -8%
TNB
468
Thomasville National Bank
Georgia
$318K +$316K +3,537 New
AWM
469
Apollon Wealth Management
South Carolina
$314K -$245K -2,743 -44%
CC
470
Courier Capital
New York
$314K
EBSAM
471
Eubel Brady & Suttman Asset Management
Ohio
$311K -$313K -3,507 -50%
1WA
472
180 Wealth Advisors
Washington
$311K -$18.3K -205 -6%
SIC
473
Salem Investment Counselors
North Carolina
$304K -$2.23K -25 -0.7%
MWA
474
Martel Wealth Advisors
Washington
$302K -$1.25K -14 -0.4%
KF
475
Krilogy Financial
Missouri
$302K +$179 +2 +0.1%

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.