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Vanguard Intermediate-Term Bond ETF

418 hedge funds and large institutions have $8.39B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 116

6% more capital invested

Capital invested by funds: $7.89B → $8.39B (+$495M)

6% more funds holding

Funds holding: 396418 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

0.42% less ownership

Funds ownership: 68.46%68.04% (-0.42%)

Holders
418
Holders Change
+22
Holders Change %
+5.56%
% of All Funds
9.08%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
61
Increased
172
Reduced
116
Closed
32
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGF
151
Compass Financial Group (Florida)
Florida
$1.57M +$36.2K +429 +2%
LNC
152
Lincoln National Corp
Pennsylvania
$1.56M +$178K +2,113 +13%
BSW
153
Buckingham Strategic Wealth
Missouri
$1.51M +$611K +7,229 +71%
DSC
154
Duncker Streett & Co
Missouri
$1.49M -$37.5K -444 -3%
NG
155
Northstar Group
New York
$1.48M -$2.96K -35 -0.2%
LC
156
LCNB Corp
Ohio
$1.46M
FLI
157
Family Legacy Inc
South Carolina
$1.46M +$422 +5 +0%
JP Morgan Chase
158
JP Morgan Chase
New York
$1.42M -$76.3K -903 -5%
HL
159
HeadInvest LLC
Maine
$1.41M +$63.4K +750 +5%
KeyBank National Association
160
KeyBank National Association
Ohio
$1.4M +$1.37M +16,160 New
SW
161
SVB Wealth
Massachusetts
$1.39M +$1.36M +16,098 New
RJT
162
Raymond James Trust
Florida
$1.39M -$51.4K -608 -4%
CF
163
Centaurus Financial
California
$1.38M +$1.26M +14,918 +1,437%
AMG
164
Asset Management Group
Connecticut
$1.37M -$29.7K -351 -2%
WTFG
165
Wells Trecaso Financial Group
Ohio
$1.36M -$245K -2,900 -16%
Prudential Financial
166
Prudential Financial
New Jersey
$1.26M +$294K +3,478 +31%
CCM
167
Coe Capital Management
Illinois
$1.19M +$636K +7,529 +120%
BP
168
Ballentine Partners
Massachusetts
$1.19M +$83.8K +992 +8%
Vanguard Group
169
Vanguard Group
Pennsylvania
$1.13M +$22.6K +268 +2%
PCM
170
Parsons Capital Management
Rhode Island
$1.11M -$63.2K -748 -6%
GWCM
171
Godshalk Welsh Capital Management
Pennsylvania
$1.05M
SIA
172
Strategic Investment Advisors
Michigan
$1.05M +$211K +2,493 +26%
MIAN
173
Mariner Independent Advisor Network
Kansas
$1.04M +$1.02M +12,023 New
AIM
174
Anchor Investment Management
South Carolina
$1.02M -$4.22K -50 -0.4%
FLA
175
Financial Life Advisors
Texas
$1.02M -$423K -5,008 -30%

BIV Hedge Fund Activity: Q2 2019 in Review

418 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2019, worth a combined $8.39B — up 6.3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIV positions and 32 closed out — a net gain of 29 holders — while 172 added to existing stakes and 116 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $82.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $52.5M.

  • 418 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2019, up from 396 in Q1 2019.
  • Funds reported $8.39B of Vanguard Intermediate-Term Bond ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 61 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2019 and 32 closed out, a net change of +29 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $82.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2019.