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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
GWM
51
Geneos Wealth Management
Colorado
$24.3M -$515K -6,097 -2%
VCM
52
Verde Capital Management
Michigan
$23.5M +$421K +4,989 +2%
RWP
53
RWA Wealth Partners
Massachusetts
$23M +$23.7M +281,075 New
SWRP
54
Summit Wealth & Retirement Planning
California
$22.7M +$618K +7,322 +3%
WPWM
55
Windward Private Wealth Management
Kansas
$21.8M -$976K -11,563 -4%
AF
56
Allworth Financial
California
$21.7M -$15.7M -186,155 -41%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$21.5M +$22.1M +262,289 New
TAIM
58
TD Ameritrade Investment Management
Nebraska
$21.3M -$3.83M -45,314 -15%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$21.2M -$2.89M -34,200 -12%
KAS
60
Kestra Advisory Services
Texas
$20.8M +$2.9M +34,310 +16%
DPI
61
Diversified Portfolios Inc
Michigan
$20.1M +$262K +3,101 +1%
AI
62
Atria Investments
North Carolina
$19.6M +$2.7M +31,999 +15%
FFG
63
Fullen Financial Group
Ohio
$18.3M +$123K +1,451 +0.7%
IWP
64
Insight Wealth Partners
Texas
$18.2M +$18.8M +222,262 New
AWM
65
AE Wealth Management
Kansas
$17.9M +$99.1K +1,174 +0.5%
KMWM
66
Keudell/Morrison Wealth Management
Oregon
$17.6M +$18.2M +215,508 New
SFMG
67
Sage Financial Management Group
Virginia
$17.6M +$634K +7,514 +4%
HighTower Advisors
68
HighTower Advisors
Illinois
$17.6M -$1.65M -19,563 -8%
CIA
69
Compass Ion Advisors
Pennsylvania
$17.3M -$265K -3,133 -1%
Wealthfront Advisers
70
Wealthfront Advisers
California
$16.9M +$3.62M +42,887 +26%
OPS
71
Orion Portfolio Solutions
Nebraska
$16.5M +$1.13M +13,419 +7%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$16.4M -$330K -3,909 -2%
HI
73
Human Investing
Oregon
$16M +$1.06M +12,557 +7%
BCM
74
Brookstone Capital Management
Illinois
$16M +$2.85M +33,727 +20%
FMC
75
First Merchants Corp
Indiana
$15.9M -$29.3K -347 -0.2%

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.