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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
SFM
776
Signet Financial Management
New Jersey
-$82K -939 Closed
IAG
777
Investmark Advisory Group
Connecticut
-$65K -751 Closed
AFG
778
Albion Financial Group
Utah
-$60K -684 Closed
ACM
779
Absolute Capital Management
Pennsylvania
-$56.9K -650 Closed
MP
780
McDonald Partners
Ohio
-$56.9K -650 Closed
SIAP
781
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$38K -435 Closed
SWA
782
Sutton Wealth Advisors
Florida
-$20.2K -230 Closed
CCM
783
Chilton Capital Management
Texas
-$20K -229 Closed
WFS
784
Widmann Financial Services
Maryland
-$17K -204 Closed
CWS
785
Confluence Wealth Services
Pennsylvania
-$16K -190 Closed
EIP
786
Ellis Investment Partners
Pennsylvania
-$7K -91 Closed
HPC
787
HM Payson & Co
Maine
-$8K -87 Closed
CA
788
Clearstead Advisors
Ohio
-$6K -65 Closed
TCWA
789
Ten Capital Wealth Advisors
Washington
-$6K -64 Closed
RPCONE
790
Retirement Planning Company of New England
Rhode Island
-$4K -49 Closed
PK
791
Pflug Koory
Nebraska
-$3K -37 Closed
DWMG
792
DB Wealth Management Group
California
-$1K -15 Closed
NG
793
NWK Group
California
+$84 +1 New
HR
794
Howe & Rusling
New York
+$338 +4 New

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.