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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
CFO
601
CVA Family Office
Colorado
$35K +$78 +1 +0.2%
SAM
602
Strategic Asset Management
Minnesota
$35K +$3.21K +41 +10%
FBC
603
Fairfield, Bush & Co
Connecticut
$35K +$35.6K +454 New
CAL
604
Capital Advisors Ltd
Ohio
$33K
WTA
605
Washington Trust Advisors
Massachusetts
$31K
FGAM
606
Financial Gravity Asset Management
Texas
$29.2K -$8.15K -104 -5%
HR
607
Howe & Rusling
New York
$29K +$28.5K +363 +9,075%
NSB
608
Norway Savings Bank
Maine
$28K
RIM
609
Rockbridge Investment Management
New York
$27.5K -$147K -1,876 -84%
AW
610
ACG Wealth
Georgia
$25K +$25K +319 New
Bank of Montreal
611
Bank of Montreal
Ontario, Canada
$23.8K -$2.11M -26,866 -8%
DI
612
Disciplined Investments
Oklahoma
$23K -$14.7K -188 -38%
BlackRock
613
BlackRock
New York
$22K -$14.2K -181 -39%
SSB
614
Sandy Spring Bank
Maryland
$22K
SIS
615
Sound Income Strategies
Florida
$22K +$21.7K +277 New
VWM
616
Valley Wealth Managers
New Jersey
$22K +$21.7K +277 New
PP
617
Pacifica Partners
Canada
$21K
FP
618
Financial Perspectives
Minnesota
$20.8K
AA
619
Addison Advisors
Vermont
$19K -$7.84K -100 -29%
FBT
620
First Bank & Trust
South Dakota
$19K
SWM
621
Selective Wealth Management
Virginia
$19K
CB
622
CNB Bank
Pennsylvania
$18K
HC
623
Hoese & Co
Minnesota
$18K
CCM
624
Chilton Capital Management
Texas
$18K +$18K +229 New
CDIA
625
Capital Directions Investment Advisors
Georgia
$17K +$17.6K +225 New

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.