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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
MIM
676
Macroview Investment Management
Maryland
$13K
TAM
677
Tucker Asset Management
Colorado
$12.3K +$12.7K +150 New
BA
678
Bivin & Associates
Oklahoma
$12K
BCM
679
Bourgeon Capital Management
Connecticut
$12K
SCA
680
Stonebridge Capital Advisors
Minnesota
$12K
AWM
681
Accel Wealth Management
Iowa
$12K +$84 +1 +0.7%
DB
682
Dravo Bay
Delaware
$11.2K +$11.6K +137 New
ME
683
McIlrath & Eck
Washington
$11K -$253 -3 -2%
WWM
684
Wolff Wiese Magana
California
$11K
CSIA
685
Conrad Siegel Investment Advisors
Pennsylvania
$11K +$11.4K +135 New
FPB
686
First PREMIER Bank
South Dakota
$10K -$100K -1,190 -90%
EI
687
Ellevest Inc
New York
$10K
TFGT
688
TS Financial Group (TSFG)
Illinois
$9K
RG
689
Retirement Group
California
$8K -$1.1K -13 -12%
TF
690
Tompkins Financial
New York
$8K
S
691
SignatureFD
Georgia
$8K +$84 +1 +1%
TFP
692
Tilia Fiduciary Partners
North Carolina
$8K +$1.27K +15 +18%
FFWM
693
Future Financial Wealth Management
Ohio
$7K
SWA
694
SOA Wealth Advisors
New York
$7K
TRCT
695
Tower Research Capital (TRC)
New York
$7K +$844 +10 +14%
BWM
696
Baystate Wealth Management
Massachusetts
$7K +$1.69K +20 +29%
CSB
697
City State Bank
Iowa
$6K
CWP
698
Concord Wealth Partners
Virginia
$6K
VRM
699
Vectors Research Management
New York
$6K
C
700
Covestor
United Kingdom
$6K +$591 +7 +10%

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.