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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
SIA
701
Schechter Investment Advisors
Michigan
-$709K -8,655 Closed
OWA
702
Outlook Wealth Advisors
Texas
-$694K -8,473 Closed
PD
703
Planning Directions
Pennsylvania
-$671K -8,195 Closed
BAMG
704
Brand Asset Management Group
Missouri
-$655K -8,000 Closed
AWE
705
Avidian Wealth Enterprises
Texas
-$639K -7,799 Closed
Qube Research & Technologies (QRT)
706
Qube Research & Technologies (QRT)
United Kingdom
-$623K -7,608 Closed
SWA
707
Stratos Wealth Advisors
Ohio
-$577K -7,048 Closed
PTB
708
Pioneer Trust Bank
Oregon
-$538K -6,565 Closed
EB
709
Eastern Bank
Massachusetts
-$471K -5,752 Closed
DIP
710
DT Investment Partners
Pennsylvania
-$457K -5,582 Closed
SFO
711
Stokes Family Office
Louisiana
-$444K -5,427 Closed
RW
712
Rede Wealth
Virginia
-$444K -5,418 Closed
BRC
713
Bell Rock Capital
Delaware
-$386K -4,835 Closed
FFM
714
Forum Financial Management
Illinois
-$393K -4,809 Closed
LSPW
715
Lake Street Private Wealth
Illinois
-$329K -4,011 Closed
HCP
716
Holt Capital Partners
Texas
-$324K -3,950 Closed
IA
717
Insight Advisors
Pennsylvania
-$316K -3,856 Closed
MIH
718
Meitav Investment House
Israel
-$298K -3,651 Closed
SLWA
719
San Luis Wealth Advisors
California
-$317K -3,623 Closed
LFP
720
Leeward Financial Partners
Washington
-$274K -3,341 Closed
WFA
721
Wellspring Financial Advisors
Ohio
-$272K -3,320 Closed
BMA
722
Brooks Moore & Associates
Tennessee
-$261K -3,192 Closed
FEG
723
Fund Evaluation Group
Ohio
-$261K -3,191 Closed
MHS
724
M Holdings Securities
Oregon
-$255K -3,110 Closed
CAG
725
Csenge Advisory Group
Florida
-$253K -3,089 Closed

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.