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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
451
Cedar Brook Financial Partners
Ohio
$483K +$6.08K +72 +1%
GRP
452
Global Retirement Partners
California
$483K +$516K +6,108 New
SRSA
453
S.R. Schill & Associates
Washington
$478K -$84.9K -1,005 -15%
MAWCM
454
Mine & Arao Wealth Creation & Management
California
$478K +$338 +4 +0.1%
EB
455
Eastern Bank
Massachusetts
$471K
AWM
456
Atticus Wealth Management
Florida
$469K +$42K +498 +10%
CFFP
457
Center for Financial Planning
Michigan
$459K +$473K +5,603 New
DIP
458
DT Investment Partners
Pennsylvania
$457K -$18.7K -221 -4%
BPC
459
Banque Pictet & Cie
Switzerland
$454K -$407K -4,822 -47%
SPIA
460
Steward Partners Investment Advisory
New York
$449K -$2.66M -31,453 -85%
CA
461
CGN Advisors
Kansas
$445K -$211K -2,493 -31%
RW
462
Rede Wealth
Virginia
$444K +$173K +2,048 +61%
SFO
463
Stokes Family Office
Louisiana
$444K +$458K +5,427 New
TC
464
Trilogy Capital
California
$442K -$5.29M -62,636 -92%
KFS
465
Kelly Financial Services
Massachusetts
$441K -$8.95K -106 -2%
AWA
466
Acorn Wealth Advisors
Michigan
$437K -$133K -1,572 -23%
Millennium Management
467
Millennium Management
New York
$432K -$1.76M -20,891 -80%
PFG
468
Pacific Financial Group
Washington
$424K -$153K -1,816 -26%
ACP
469
Aveo Capital Partners
Colorado
$423K +$225K +2,666 +107%
EFG
470
Everhart Financial Group
Ohio
$417K +$18.7K +221 +5%
VW
471
Vance Wealth
California
$412K -$28.6K -339 -6%
FBB
472
Fulton Breakefield Broenniman
Maryland
$401K +$53K +628 +15%
UB
473
UMB Bank
Missouri
$400K
KPWS
474
Kestra Private Wealth Services
Texas
$396K +$25.2K +299 +7%
COCM
475
Charter Oak Capital Management
New Hampshire
$395K -$304K -3,600 -43%

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.