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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
HFA
701
HC Financial Advisors
California
$5K
PMFA
702
Plante Moran Financial Advisors
Michigan
$5K
LB
703
Legacy Bridge
Iowa
$4K
CIAS
704
CFS Investment Advisory Services
New Jersey
$4K +$29.4M +348,321 New
AW
705
Avion Wealth
Texas
$3K
MA
706
Montag & Associates
Georgia
$3K
EWM
707
EPG Wealth Management
Georgia
$3K +$3.12K +37 New
CFN
708
Cordasco Financial Network
Florida
$2K
IFAM
709
Institutional & Family Asset Management
Colorado
$2K
KFI
710
Key Financial Inc
Pennsylvania
$2K
LFGH
711
Lee Financial Group Hawaii
Hawaii
$1.03K -$7.6K -90 -0.7%
BCMLT
712
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$844 +10 New
FDCDDQ
713
Federation des caisses Desjardins du Quebec
Quebec, Canada
$491
WIM
714
Westside Investment Management
California
$4
PWS
715
Paragon Wealth Strategies
Florida
-$12.4M -141,730 Closed
SFS
716
Starfox Financial Services
Texas
-$11.2M -130,347 Closed
AFS
717
Axiom Financial Strategies
Indiana
-$10.3M -117,062 Closed
BWM
718
Brickley Wealth Management
California
-$7.02M -80,092 Closed
SAMC
719
Spectrum Asset Management (California)
California
-$5.91M -67,412 Closed
FTS
720
Fifth Third Securities
Ohio
-$3.73M -42,630 Closed
BOS
721
Bank of Stockton
California
-$3.53M -40,333 Closed
EA
722
Eudaimonia Advisors
Tennessee
-$3.19M -36,465 Closed
BA
723
Ballew Advisors
Mississippi
-$3.04M -35,346 Closed
BIP
724
Blueprint Investment Partners
North Carolina
-$3M -34,184 Closed
WMA
725
West Michigan Advisors
Michigan
-$2.59M -29,538 Closed

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.