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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
PA
576
Parallel Advisors
California
$75K +$46.2K +589 +155%
PCG
577
Private Capital Group
Connecticut
$73K -$1.73M -22,069 -96%
TWM
578
Tradition Wealth Management
Minnesota
$67K +$10.7K +136 +19%
BWL
579
Bogart Wealth LLC
Virginia
$64K -$34K -433 -35%
BSB
580
Bangor Savings Bank
Maine
$59K +$59.8K +762 New
MHR
581
Matthew Hamilton Rosenberg
$55K -$33.9K -432 -38%
BWP
582
Baldwin Wealth Partners
Massachusetts
$55K -$20K -255 -27%
JGIA
583
Jackson Grant Investment Advisers
Connecticut
$54K
TSWM
584
Tyler-Stone Wealth Management
Ohio
$54K
NFSG
585
Newbridge Financial Services Group
Florida
$52K -$20.3K -259 -28%
BW
586
Bison Wealth
Georgia
$52K
AWM
587
Accel Wealth Management
Iowa
$49K +$37.3K +476 +319%
IRC
588
Investors Research Corp
Georgia
$44K -$26.1K -333 -37%
ACA
589
Aptus Capital Advisors
Alabama
$44K
GEA
590
Glen Eagle Advisors
New Jersey
$43.8K
PAI
591
Pittenger & Anderson Inc
Nebraska
$43K
AWM
592
Aspire Wealth Management
Massachusetts
$42K -$16.9K -216 -28%
BC
593
Bartlett & Co
Ohio
$41K
BCWM
594
Bartlett & Co Wealth Management
Ohio
$40.8K
First Manhattan
595
First Manhattan
New York
$40K -$32.3K -412 -44%
FFA
596
Founders Financial Alliance
North Carolina
$39K -$23.3K -297 -37%
FCA
597
FinTrust Capital Advisors
South Carolina
$39K +$4.63K +59 +14%
S
598
SignatureFD
Georgia
$38K +$30.1K +384 +373%
HWMA
599
Heritage Wealth Management (Arizona)
Arizona
$37.8K
FCG
600
Financial Connections Group
California
$37K +$157 +2 +0.4%

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.