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Vanguard Intermediate-Term Bond ETF

639 hedge funds and large institutions have $8.09B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 286 increasing their positions, 193 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 193

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $7.89B → $8.09B (+$200M)

0% more funds holding

Funds holding: 637639 (+2)

0.11% more ownership

Funds ownership: 54.4%54.51% (+0.11%)

1% less call options, than puts

Call options by funds: $555K | Put options by funds: $563K

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

Holders
639
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
11.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.98%
New
49
Increased
286
Reduced
193
Closed
35
Calls
$555K
Puts
$563K
Net Calls
-$8K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Safir Wealth Advisors
New Hampshire
$7.23M -$158K -1,745 -2%
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$7.2M +$1.03M +11,415 +17%
SB
128
Sunflower Bank
Texas
$7.05M -$258K -2,847 -3%
JP Morgan Chase
129
JP Morgan Chase
New York
$7.01M -$453K -5,006 -6%
TPCW
130
TD Private Client Wealth
New York
$6.99M +$121K +1,332 +2%
CA
131
Continuum Advisory
Idaho
$6.98M +$2.07M +22,841 +41%
DE
132
Day & Ennis
Georgia
$6.96M +$91 +1 +0%
CTB
133
Country Trust Bank
Illinois
$6.92M -$2.99M -33,000 -30%
SCA
134
Snowden Capital Advisors
New York
$6.72M +$322K +3,551 +5%
TC
135
Trilogy Capital
California
$6.67M -$271K -2,994 -4%
CA
136
Cetera Advisors
Colorado
$6.55M +$783K +8,645 +13%
SWM
137
SigFig Wealth Management
California
$6.5M +$707K +7,806 +12%
WF
138
Welch & Forbes
Massachusetts
$6.48M +$127K +1,398 +2%
CFD
139
Creative Financial Designs
Indiana
$6.39M -$6.79M -74,963 -51%
BWM
140
Brickley Wealth Management
California
$6.38M +$143K +1,578 +2%
RWI
141
Red Wave Investments
Pennsylvania
$6.33M +$56.9K +628 +0.9%
ACM
142
AlphaStar Capital Management
North Carolina
$6.07M +$2.87M +31,674 +86%
WFPG
143
Waller Financial Planning Group
Ohio
$6.04M +$343K +3,791 +6%
SAMC
144
Spectrum Asset Management (California)
California
$6.03M +$473K +5,219 +8%
BC
145
Burleson & Co
California
$5.96M +$736K +8,130 +14%
PWS
146
Private Wealth Strategies
Ohio
$5.86M +$159K +1,758 +3%
OMC
147
Old Mission Capital
Illinois
$5.82M +$4.26M +47,025 +261%
Natixis Advisors
148
Natixis Advisors
Massachusetts
$5.76M -$168K -1,857 -3%
PFS
149
Prospera Financial Services
Texas
$5.64M -$152K -1,678 -3%
PWM
150
Paulson Wealth Management
Illinois
$5.46M -$2.65M -29,304 -32%

BIV Hedge Fund Activity: Q3 2021 in Review

639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2021, worth a combined $8.09B — up 2.5% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BIV positions and 35 closed out — a net gain of 14 holders — while 286 added to existing stakes and 193 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $111M. The largest seller was Bank of America, cutting an estimated $145M.

  • 639 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2021, up from 637 in Q2 2021.
  • Funds reported $8.09B of Vanguard Intermediate-Term Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2021 and 35 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2021 was Bank of America, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2021.