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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
FFM
476
Forum Financial Management
Illinois
$393K +$4.98K +59 +1%
FHA
477
Flagship Harbor Advisors
Massachusetts
$391K -$146K -1,725 -27%
EE
478
EWG Elevate
California
$386K +$44.5K +527 +13%
BRC
479
Bell Rock Capital
Delaware
$386K +$106K +1,256 +35%
FPFS
480
First Personal Financial Services
North Carolina
$385K -$9.29K -110 -2%
VFA
481
Valeo Financial Advisors
Indiana
$384K +$929 +11 +0.2%
WFM
482
Wolff Financial Management
Michigan
$383K -$3.29K -39 -0.8%
HGERS
483
Householder Group Estate & Retirement Specialist
Arizona
$379K +$2.87K +34 +0.7%
LA
484
LVW Advisors
New York
$371K +$9.46K +112 +3%
TAM
485
Tocqueville Asset Management
New York
$369K +$380K +4,500 New
WP
486
WealthPLAN Partners
Nebraska
$368K +$9.2K +109 +2%
WIM
487
WealthPlan Investment Management
Nebraska
$368K +$395K +4,683 New
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$363K -$18.8K -223 -5%
SS
489
Sunbelt Securities
Texas
$363K
RMA
490
Roffman Miller Associates
Pennsylvania
$363K +$144K +1,704 +62%
SIC
491
Salem Investment Counselors
North Carolina
$355K +$591 +7 +0.2%
SSCA
492
South Shore Capital Advisors
Massachusetts
$353K +$169 +2 +0%
CAG
493
Compass Advisory Group
New York
$353K +$1.18K +14 +0.3%
BST
494
Bath Savings Trust
Maine
$352K -$112K -1,332 -24%
LIM
495
Leavell Investment Management
Alabama
$352K
WWM
496
Windsor Wealth Management
Indiana
$340K
VWA
497
Visionary Wealth Advisors
Illinois
$338K +$131K +1,556 +61%
ACM
498
Alamar Capital Management
California
$334K +$141K +1,675 +70%
DBT
499
Dubuque Bank & Trust
Iowa
$332K
KF
500
Krilogy Financial
Missouri
$330K +$110K +1,303 +48%

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.