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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
KAS
51
Kestra Advisory Services
Texas
$22.9M +$3.15M +40,188 +16%
AF
52
Allworth Financial
California
$22.7M +$2.23M +28,389 +11%
AWS
53
Atria Wealth Solutions
New York
$22.1M -$1.18M -15,105 -5%
SWRP
54
Summit Wealth & Retirement Planning
California
$22M +$488K +6,217 +2%
WPWM
55
Windward Private Wealth Management
Kansas
$21.1M +$388K +4,943 +2%
BC
56
Burney Company
Virginia
$20.6M +$20.8M +265,821 New
BWA
57
Burt Wealth Advisors
Maryland
$20.5M -$7.79M -99,323 -27%
KLI
58
Kelman-Lazarov Inc
Tennessee
$20.3M +$20.5M +261,943 New
ST
59
Smithfield Trust
Pennsylvania
$20.3M -$4.48M -57,156 -18%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$19.6M -$435K -5,542 -2%
FFG
61
Fullen Financial Group
Ohio
$17.8M +$408K +5,203 +2%
IWP
62
Insight Wealth Partners
Texas
$17.7M +$478K +6,100 +3%
OFP
63
OLIO Financial Planning
Virginia
$17M +$3.73M +47,573 +28%
HighTower Advisors
64
HighTower Advisors
Illinois
$16.8M +$66.5K +848 +0.4%
Wealthfront Advisers
65
Wealthfront Advisers
California
$16.7M +$714K +9,111 +4%
VCM
66
Verde Capital Management
Michigan
$16.2M -$6M -76,489 -27%
AWM
67
AE Wealth Management
Kansas
$15.7M -$1.28M -16,331 -7%
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$15.4M -$103K -1,318 -0.7%
OPS
69
Orion Portfolio Solutions
Nebraska
$15.1M -$562K -7,164 -4%
HI
70
Human Investing
Oregon
$14.7M -$279K -3,559 -2%
BCM
71
Brookstone Capital Management
Illinois
$14.3M -$1.32M -16,775 -8%
Prudential Financial
72
Prudential Financial
New Jersey
$13.5M +$460K +5,867 +3%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$13.3M -$1.64M -20,934 -11%
NC
74
NewSquare Capital
Pennsylvania
$13.3M +$799K +10,195 +6%
SFMG
75
Sage Financial Management Group
Virginia
$13M -$3.76M -47,962 -22%

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.