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Vanguard Intermediate-Term Bond ETF

639 hedge funds and large institutions have $8.09B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 286 increasing their positions, 193 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 193

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $7.89B → $8.09B (+$200M)

0% more funds holding

Funds holding: 637639 (+2)

0.11% more ownership

Funds ownership: 54.4%54.51% (+0.11%)

1% less call options, than puts

Call options by funds: $555K | Put options by funds: $563K

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

Holders
639
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
11.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.98%
New
49
Increased
286
Reduced
193
Closed
35
Calls
$555K
Puts
$563K
Net Calls
-$8K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
476
Ausdal Financial Partners
Iowa
$296K +$1.27K +14 +0.4%
CSPAM
477
Cary Street Partners Asset Management
Virginia
$294K -$15.1M -166,863 -98%
UCFA
478
United Capital Financial Advisors
Texas
$287K +$290K +3,205 New
MWA
479
Martel Wealth Advisors
Washington
$281K -$20.3K -224 -7%
MWP
480
Meridian Wealth Partners
Pennsylvania
$279K +$5.43K +60 +2%
TCM
481
Traynor Capital Management
Pennsylvania
$278K -$5.98K -66 -2%
SCA
482
STALEY CAPITAL ADVISERS
Pennsylvania
$275K +$29K +320 +12%
EA
483
Elm Advisors
California
$275K +$278K +3,074 New
AF
484
Affiance Financial
Minnesota
$271K
IIC
485
Integrated Investment Consultants
Michigan
$269K
SFG
486
Sovereign Financial Group
Connecticut
$264K -$108K -1,195 -29%
BA
487
Bristlecone Advisors
Washington
$263K
GLLW
488
Graves Light Lenhart Wealth
Virginia
$261K +$91 +1 +0%
MFG
489
MidWestOne Financial Group
Iowa
$260K
WAP
490
Wealthcare Advisory Partners
Pennsylvania
$258K +$262K +2,889 New
1WA
491
180 Wealth Advisors
Washington
$256K -$51.7K -571 -17%
AWA
492
Arkadios Wealth Advisors
Georgia
$256K -$8.42K -93 -3%
BFA
493
Bluestem Financial Advisors
Illinois
$255K
SC
494
SouthState Corp
Florida
$254K
PG
495
Prostatis Group
Maryland
$251K +$254K +2,803 New
GIA
496
Gladstone Institutional Advisory
Florida
$249K +$252K +2,788 New
MIC
497
Meridian Investment Counsel
California
$247K
FFC
498
First Financial Corp
Indiana
$246K
FLPIM
499
F.L. Putnam Investment Management
Massachusetts
$244K -$125K -1,381 -34%
CPSC
500
Carl P. Sherr & Co
Massachusetts
$244K -$9.05K -100 -4%

BIV Hedge Fund Activity: Q3 2021 in Review

639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2021, worth a combined $8.09B — up 2.5% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BIV positions and 35 closed out — a net gain of 14 holders — while 286 added to existing stakes and 193 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $111M. The largest seller was Bank of America, cutting an estimated $145M.

  • 639 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2021, up from 637 in Q2 2021.
  • Funds reported $8.09B of Vanguard Intermediate-Term Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2021 and 35 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2021 was Bank of America, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2021.