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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
CW
101
CreativeOne Wealth
Kansas
$9.79M +$778K +8,705 +9%
FA
102
Fortis Advisors
Pennsylvania
$9.78M +$6.53M +73,154 +65%
SCA
103
Stokes Capital Advisors
South Carolina
$9.55M +$290K +3,251 +3%
MAM
104
Meeder Asset Management
Ohio
$9.53M +$443K +4,956 +5%
GAM
105
Gemmer Asset Management
California
$9.22M +$760K +8,510 +9%
Betterment LLC
106
Betterment LLC
New York
$9.12M +$969K +10,848 +12%
OC
107
Oppenheimer & Co
New York
$9.1M -$1.33M -14,911 -13%
CT
108
Coastline Trust
Rhode Island
$8.78M -$22.8K -255 -0.3%
AF
109
Advisornet Financial
Minnesota
$8.51M +$339K +3,793 +4%
CB
110
Commerce Bank
Missouri
$8.23M +$12.7K +142 +0.2%
PWM
111
Paulson Wealth Management
Illinois
$8.13M +$27.2K +305 +0.3%
SIA
112
Sovereign Investment Advisors
Arizona
$8.04M +$55K +616 +0.7%
BHWM
113
Bay Harbor Wealth Management
Maryland
$7.78M +$396K +4,433 +5%
NFP
114
Novak Financial Planning
Maryland
$7.73M -$2.5K -28 -0%
BI
115
Blooom Inc
Kansas
$7.64M +$608K +6,803 +9%
FAIM
116
Financial Advocates Investment Management
Washington
$7.62M +$583K +6,530 +8%
JP Morgan Chase
117
JP Morgan Chase
New York
$7.5M -$5.1M -57,071 -41%
SWA
118
Safir Wealth Advisors
New Hampshire
$7.42M +$517K +5,792 +8%
AIP
119
Ameritas Investment Partners
Nebraska
$7.36M +$619K +6,926 +9%
SB
120
Sunflower Bank
Texas
$7.35M -$921K -10,308 -11%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$7.25M -$255K -2,860 -3%
CAN
122
Cetera Advisor Networks
California
$7.25M -$2.56M -28,700 -26%
EWM
123
Echo Wealth Management
Minnesota
$7.22M -$736K -8,238 -9%
DC
124
Davenport & Co
Virginia
$7.17M +$1.95M +21,843 +38%
WWM
125
Wiser Wealth Management
Georgia
$7.17M +$746K +8,352 +12%

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.