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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
SWM
526
SeaCrest Wealth Management
New York
$226K +$15.9K +203 +7%
FLA
527
Financial Life Advisors
Texas
$226K +$229K +2,915 New
OCM
528
One Capital Management
California
$225K -$240K -3,060 -51%
SC
529
SouthState Corp
Florida
$221K +$470 +6 +0.2%
WA
530
Wealth Architects
California
$220K
TCM
531
Traynor Capital Management
Pennsylvania
$219K -$281K -3,587 -56%
EFS
532
Essex Financial Services
Connecticut
$219K +$221K +2,821 New
ZF
533
Zhang Financial
Michigan
$218K -$13K -166 -6%
FNWM
534
Financial Network Wealth Management
Utah
$217K +$220K +2,801 New
UCFA
535
United Capital Financial Advisors
Texas
$216K +$218K +2,778 New
MIC
536
Meridian Investment Counsel
California
$214K
SLG
537
Stanley-Laman Group
Pennsylvania
$214K +$3.06K +39 +1%
FF
538
Friedenthal Financial
New Jersey
$212K -$72.1K -919 -25%
BFC
539
Bedel Financial Consulting
Indiana
$212K +$1.18K +15 +0.6%
MAP
540
Milestone Advisory Partners
North Carolina
$211K -$1.07M -13,600 -83%
PCS
541
Personal CFO Solutions
New Jersey
$209K -$3.37K -43 -2%
DCM
542
Dimension Capital Management
Florida
$207K
MCC
543
Money Concepts Capital
Florida
$206K -$1.65M -21,059 -89%
TTWM
544
TCV Trust & Wealth Management
Virginia
$201K -$98K -1,250 -33%
AWA
545
Arkadios Wealth Advisors
Georgia
$201K -$12.2K -156 -6%
KIG
546
Kowal Investment Group
Wisconsin
$200K +$1.18K +15 +0.6%
RCM
547
Raleigh Capital Management
North Carolina
$199K -$47K -599 -19%
GWMI
548
Guardian Wealth Management (Illinois)
Illinois
$192K +$1.1K +14 +0.6%
UCB
549
United Community Bank
South Carolina
$183K -$100K -1,277 -35%
LWANC
550
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K +$1.96K +25 +1%

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.