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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
76
Orion Portfolio Solutions
Nebraska
$15.3M +$1.01M +11,262 +7%
CSPAM
77
Cary Street Partners Asset Management
Virginia
$15.3M -$5.29M -59,192 -26%
HAFS
78
Hapanowicz & Associates Financial Services
Pennsylvania
$14.4M +$888K +9,940 +7%
Goldman Sachs
79
Goldman Sachs
New York
$13.7M +$199K +2,231 +1%
HI
80
Human Investing
Oregon
$13.6M +$114K +1,278 +0.9%
CFD
81
Creative Financial Designs
Indiana
$13.2M -$7.42M -83,073 -36%
AMG
82
Asset Management Group
Connecticut
$12.8M -$270K -3,018 -2%
AI
83
Atria Investments
North Carolina
$12.7M +$3.53M +39,542 +39%
AFS
84
Axiom Financial Strategies
Indiana
$12.4M +$214K +2,401 +2%
NC
85
NewSquare Capital
Pennsylvania
$12.3M +$1.73M +19,329 +17%
TCWA
86
Ten Capital Wealth Advisors
Washington
$11.8M +$4.1M +45,943 +54%
Prudential Financial
87
Prudential Financial
New Jersey
$11.7M +$3.02M +33,825 +35%
CWM
88
Cornerstone Wealth Management
Missouri
$11.5M +$540K +6,043 +5%
PWS
89
Paragon Wealth Strategies
Florida
$11.5M -$395K -4,421 -3%
BCM
90
Brookstone Capital Management
Illinois
$11.4M +$3.5M +39,196 +45%
HGWM
91
Horst & Graben Wealth Management
Oregon
$11.4M +$38.9K +435 +0.3%
SFPM
92
Sensible Financial Planning & Management
Massachusetts
$10.7M +$712K +7,973 +7%
BBNA
93
Bremer Bank National Association
Minnesota
$10.7M +$344K +3,853 +3%
Citigroup
94
Citigroup
New York
$10.5M +$633K +7,087 +6%
FA
95
FC Advisory
Pennsylvania
$10.4M +$534K +5,983 +5%
HP
96
HT Partners
Connecticut
$10.2M +$222K +2,487 +2%
PFM
97
Phillips Financial Management
Indiana
$10.1M +$247K +2,767 +3%
CTB
98
Country Trust Bank
Illinois
$9.93M -$25.5K -286 -0.3%
PFPT
99
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.86M +$409K +4,580 +4%
PWA
100
Pinnacle Wealth Advisors
Tennessee
$9.86M +$9.79M +109,601 New

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.