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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
BFC
576
Bedel Financial Consulting
Indiana
$222K +$760 +9 +0.3%
CF
577
Centaurus Financial
California
$220K -$552K -6,542 -71%
DCM
578
Dimension Capital Management
Florida
$219K
SC
579
Stephens Consulting
Michigan
$216K
GIA
580
Gladstone Institutional Advisory
Florida
$215K +$222K +2,626 New
CPSC
581
Carl P. Sherr & Co
Massachusetts
$214K -$10.1K -120 -4%
GA
582
Greenspring Advisors
Maryland
$212K -$35.6K -422 -14%
BFG
583
Berger Financial Group
Minnesota
$210K -$96.8K -1,147 -31%
APW
584
Austin Private Wealth
Texas
$209K
CCA
585
Cobblestone Capital Advisors
New York
$209K
KIG
586
Kowal Investment Group
Wisconsin
$209K +$675 +8 +0.3%
KFA
587
Kelleher Financial Advisors
New York
$209K +$929 +11 +0.4%
SOS
588
Silver Oak Securities
Tennessee
$208K +$220K +2,610 New
1WA
589
180 Wealth Advisors
Washington
$205K -$6.33K -75 -3%
RCM
590
Requisite Capital Management
Texas
$205K +$211K +2,500 New
AWM
591
Axxcess Wealth Management
California
$203K -$201K -2,380 -49%
SFP
592
Strategic Financial Partners
Oregon
$203K -$12.4K -147 -6%
HH
593
Hilltop Holdings
Texas
$201K -$160K -1,900 -44%
FFC
594
First Financial Corp
Indiana
$201K +$18.2K +215 +10%
GWMI
595
Guardian Wealth Management (Illinois)
Illinois
$201K +$33K +391 +19%
WB
596
West Bancorporation
Iowa
$190K
LFA
597
Level Financial Advisors
New York
$190K +$50K +592 +34%
RIM
598
Rockbridge Investment Management
New York
$181K -$12.2K -144 -6%
LWANC
599
Laurel Wealth Advisors (North Carolina)
North Carolina
$178K -$72K -853 -28%
BWS
600
BCR Wealth Strategies
Alabama
$175K

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.