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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
TAM
451
Tocqueville Asset Management
New York
$349K
WFA
452
Websterrogers Financial Advisors
South Carolina
$345K -$2.83M -36,139 -89%
EE
453
EWG Elevate
California
$344K -$22.3K -284 -6%
WWM
454
Windsor Wealth Management
Indiana
$343K +$11K +140 +3%
SS
455
Sunbelt Securities
Texas
$339K -$5.57K -71 -2%
Carson Wealth (CWM LLC)
456
Carson Wealth (CWM LLC)
Nebraska
$338K -$6.59K -84 -2%
FPFS
457
First Personal Financial Services
North Carolina
$337K -$28.9K -368 -8%
WFM
458
Wolff Financial Management
Michigan
$336K -$27.1K -346 -7%
RMA
459
Roffman Miller Associates
Pennsylvania
$336K -$8.08K -103 -2%
LIM
460
Leavell Investment Management
Alabama
$334K
PWM
461
Perigon Wealth Management
California
$329K +$93.3K +1,190 +39%
CFD
462
Creative Financial Designs
Indiana
$319K -$6.23M -79,469 -95%
ACM
463
Alamar Capital Management
California
$317K
SRSA
464
S.R. Schill & Associates
Washington
$316K -$138K -1,759 -30%
VWA
465
Visionary Wealth Advisors
Illinois
$316K -$4.16K -53 -1%
DBT
466
Dubuque Bank & Trust
Iowa
$315K
SCA
467
STALEY CAPITAL ADVISERS
Pennsylvania
$315K +$76.8K +980 +32%
WIP
468
WealthCare Investment Partners
Rhode Island
$313K -$4.23K -54 -1%
SB
469
Simmons Bank
Arkansas
$312K
CT
470
Coastline Trust
Rhode Island
$310K -$3.64M -46,468 -92%
BPA
471
Beacon Pointe Advisors
California
$310K -$1.03M -13,182 -77%
BCA
472
Bay Colony Advisors
Massachusetts
$308K -$524K -6,686 -63%
COCM
473
Charter Oak Capital Management
New Hampshire
$308K -$67.4K -860 -18%
SPIA
474
Steward Partners Investment Advisory
New York
$299K -$128K -1,634 -30%
CSPAM
475
Cary Street Partners Asset Management
Virginia
$298K -$330K -4,207 -52%

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.