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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
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$15.8M -$1.1M -13,045 -6%
MAM
77
Meeder Asset Management
Ohio
$14.2M +$2.25M +26,630 +18%
OFP
78
OLIO Financial Planning
Virginia
$14M +$1.36M +16,136 +10%
Prudential Financial
79
Prudential Financial
New Jersey
$13.8M +$1.4M +16,557 +11%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$13.7M -$3.12M -36,970 -18%
NC
81
NewSquare Capital
Pennsylvania
$13.2M +$930K +11,014 +7%
HAFS
82
Hapanowicz & Associates Financial Services
Pennsylvania
$13.2M +$724K +8,574 +6%
BFP
83
Brewster Financial Planning
New York
$13.1M +$364K +4,308 +3%
FA
84
Fortis Advisors
Pennsylvania
$12.7M +$631K +7,472 +3%
CW
85
CreativeOne Wealth
Kansas
$12.6M +$922K +10,924 +8%
FWM
86
ForthRight Wealth Management
Georgia
$12.4M -$3.27M -38,771 -20%
5L
87
55I LLC
Massachusetts
$12.2M +$11.7M +138,340 +1,370%
FA
88
FC Advisory
Pennsylvania
$11.7M +$725K +8,581 +6%
FIM
89
Freedom Investment Management
Connecticut
$11.5M -$5.33M -63,169 -31%
Betterment LLC
90
Betterment LLC
New York
$11.3M +$104K +1,233 +0.9%
AMG
91
Asset Management Group
Connecticut
$11.3M -$295K -3,493 -2%
SCA
92
Stokes Capital Advisors
South Carolina
$10.8M +$2.42M +28,619 +28%
DC
93
Darrow Company
Massachusetts
$10.7M +$276K +3,268 +3%
PFM
94
Phillips Financial Management
Indiana
$10.6M -$1.52K -18 -0%
BBNA
95
Bremer Bank National Association
Minnesota
$9.83M -$55.5K -657 -0.5%
PFPT
96
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.63M +$8.61K +102 +0.1%
BSW
97
Buckingham Strategic Wealth
Missouri
$9.58M -$15.7M -185,423 -61%
CAN
98
Cetera Advisor Networks
California
$9.43M +$1.51M +17,857 +18%
AF
99
Advisornet Financial
Minnesota
$9.08M +$979K +11,590 +12%
AAM
100
Austin Asset Management
Texas
$9.08M +$365K +4,318 +4%

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.