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Vanguard Intermediate-Term Bond ETF

379 hedge funds and large institutions have $8.88B invested in Vanguard Intermediate-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 154 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% more ownership

Funds ownership: 73.8%74.08% (+0.28%)

9% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 43

1% less funds holding

Funds holding: 383379 (-4)

7% less capital invested

Capital invested by funds: $9.57B → $8.88B (-$696M)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

19% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 154

Holders
379
Holders Change
-4
Holders Change %
-1.04%
% of All Funds
8.66%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.46%
New
39
Increased
124
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWCM
151
Godshalk Welsh Capital Management
Pennsylvania
$952K +$72.8K +900 +8%
FAIM
152
Financial Advocates Investment Management
Washington
$948K +$64.5K +798 +7%
CA
153
Cetera Advisors
Colorado
$944K +$331K +4,096 +53%
SWP
154
Stratos Wealth Partners
Ohio
$930K +$16.7K +207 +2%
Koshinski Asset Management
155
Koshinski Asset Management
Illinois
$927K +$588K +7,268 +171%
ACM
156
AlphaStar Capital Management
North Carolina
$922K -$2.51K -31 -0.3%
1WA
157
180 Wealth Advisors
Washington
$900K +$24K +297 +3%
HP
158
HT Partners
Connecticut
$875K -$8.47M -104,736 -91%
PWM
159
Paulson Wealth Management
Illinois
$850K -$125K -1,547 -13%
BSW
160
Buckingham Strategic Wealth
Missouri
$833K -$152K -1,885 -15%
MAM
161
Marquette Asset Management
Minnesota
$822K -$6.47K -80 -0.8%
SCG
162
Sonata Capital Group
Washington
$814K +$148K +1,825 +22%
ABC
163
Associated Banc-Corp
Wisconsin
$796K +$16.6K +205 +2%
AWM
164
AE Wealth Management
Kansas
$783K +$35.4K +438 +5%
PP
165
PagnatoKarp Partners
Virginia
$782K -$38.6K -478 -5%
DAS
166
Dynamic Advisor Solutions
Arizona
$778K -$24.6K -304 -3%
KWM
167
Kingsview Wealth Management
Oregon
$772K +$7.6K +94 +1%
CCT
168
Country Club Trust
Missouri
$768K -$137K -1,689 -15%
ST
169
Smithfield Trust
Pennsylvania
$756K -$864K -10,688 -53%
BF
170
BOK Financial
Oklahoma
$749K +$15.9K +197 +2%
RC
171
Roundview Capital
New Jersey
$741K -$17.7K -219 -2%
ACP
172
Ashfield Capital Partners
California
$733K
BCM
173
Brookstone Capital Management
Illinois
$726K +$490K +6,057 +204%
DC
174
Davenport & Co
Virginia
$720K -$67.5K -835 -9%
AA
175
Ancora Advisors
Ohio
$718K +$79.1K +978 +12%

BIV Hedge Fund Activity: Q3 2018 in Review

379 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2018, worth a combined $8.88B — down 7.3% from $9.57B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of BIV and 39 opened new positions — a net loss of 4 holders — while 154 trimmed existing stakes and 124 added.

The largest buyer was Susquehanna International Group, adding an estimated $33.6M. The largest seller was Jones Financial Companies, cutting an estimated $561M.

  • 379 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2018, down from 383 in Q2 2018.
  • Funds reported $8.88B of Vanguard Intermediate-Term Bond ETF stock for Q3 2018, down 7.3% quarter-over-quarter.
  • 39 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2018 and 43 closed out, a net change of -4 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2018 was Susquehanna International Group, an estimated $33.6M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2018 was Jones Financial Companies, an estimated $561M sold.

Based on aggregated 13F filings for Q3 2018.