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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
Stifel Financial
26
Stifel Financial
Missouri
$48.5M -$4.3M -54,862 -8%
Comerica Bank
27
Comerica Bank
Texas
$46.8M +$7.57M +96,542 +19%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$44.2M +$3.79M +48,337 +9%
BC
29
Brio Consultants
California
$43.6M +$36.2M +461,147 +475%
Truist Financial
30
Truist Financial
North Carolina
$42.5M +$5.74M +73,250 +15%
TF
31
TIAA FSB
Florida
$41M -$3.78M -48,161 -8%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$34.1M +$13.8M +176,447 +67%
FPTW
33
Franklin, Parlapiano, Turner & Welch
Texas
$33.8M +$788K +10,045 +2%
CS
34
Comerica Securities
Michigan
$32.7M +$6.48M +82,633 +24%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$32.5M -$1.34M -17,126 -4%
RJA
36
Raymond James & Associates
Florida
$32.1M +$2.54M +32,342 +8%
SI
37
Stephens Inc
Arkansas
$31.6M -$1.87M -23,819 -6%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$31.2M -$962K -12,273 -3%
CFS
39
Cannon Financial Strategists
Georgia
$30.9M -$1.53M -19,498 -5%
MWM
40
Modera Wealth Management
New Jersey
$30.9M +$626K +7,984 +2%
MML Investors Services
41
MML Investors Services
Massachusetts
$30.3M -$1.94M -24,769 -6%
FNBTCON
42
First National Bank & Trust Co of Newtown
Pennsylvania
$29.4M -$247K -3,150 -0.8%
SHGA
43
Sand Hill Global Advisors
California
$28.9M +$1.62M +20,678 +6%
HPWM
44
Highland Private Wealth Management
Washington
$28.7M +$563K +7,178 +2%
CCFCSB
45
Cape Cod Five Cents Savings Bank
Massachusetts
$26.2M +$26.5M +337,466 New
KMWM
46
Keudell/Morrison Wealth Management
Oregon
$25.6M +$9M +114,800 +53%
DPI
47
Diversified Portfolios Inc
Michigan
$25.5M +$6.51M +83,039 +34%
PRS
48
Pinkerton Retirement Specialists
Idaho
$24.5M -$898K -11,455 -4%
GWM
49
Geneos Wealth Management
Colorado
$23.6M +$269K +3,436 +1%
CWM
50
Cranbrook Wealth Management
Michigan
$23M -$4.05M -51,586 -15%

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.