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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
CTB
126
Country Trust Bank
Illinois
$6.33M
DE
127
Day & Ennis
Georgia
$6.27M +$54.3K +643 +0.8%
CWM
128
Cornerstone Wealth Management
Missouri
$6.11M -$5.2M -61,598 -45%
WF
129
Welch & Forbes
Massachusetts
$5.99M +$30.4K +360 +0.5%
IA
130
IFP Advisors
Florida
$5.93M +$2.33M +27,636 +61%
SPC
131
Sigma Planning Corp
Michigan
$5.72M +$199K +2,359 +3%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$5.61M +$44.9K +532 +0.8%
RWI
133
Red Wave Investments
Pennsylvania
$5.58M +$43.5K +515 +0.8%
PWS
134
Private Wealth Strategies
Ohio
$5.53M +$389K +4,611 +7%
VIA
135
Vickerman Investment Advisors
Washington
$5.52M -$1.5M -17,823 -20%
NA
136
NewEdge Advisors
Louisiana
$5.5M +$542K +6,423 +11%
CWM
137
Cahill Wealth Management
Michigan
$5.5M +$5.67M +67,130 New
SB
138
Sunflower Bank
Texas
$5.3M -$974K -11,538 -15%
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$5.26M +$786K +9,308 +17%
TFP
140
TrueWealth Financial Partners
Washington
$5.22M +$137K +1,618 +3%
CA
141
Cetera Advisors
Colorado
$5.21M -$1.22M -14,421 -18%
PFA
142
Professional Financial Advisors
Nebraska
$5.12M +$769K +9,109 +17%
FA
143
Fermata Advisors
California
$5M -$19.3K -228 -0.4%
MMA
144
Miracle Mile Advisors
California
$4.81M +$3.71M +43,917 +295%
BC
145
Burleson & Co
California
$4.77M -$1.1M -13,058 -18%
IPW
146
Intergy Private Wealth
Colorado
$4.71M +$1.43M +16,980 +42%
WFPG
147
Waller Financial Planning Group
Ohio
$4.66M -$2.41M -28,555 -33%
NL
148
NWAM LLC
Washington
$4.62M +$577K +6,832 +14%
William Blair & Company
149
William Blair & Company
Illinois
$4.57M +$4.6M +54,537 +4,470%
LFG
150
Larson Financial Group
Missouri
$4.55M +$966K +11,441 +26%

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.