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Vanguard Intermediate-Term Bond ETF

527 hedge funds and large institutions have $7.68B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 211 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 4360 (+17)

38% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 153

9% more capital invested

Capital invested by funds: $7.02B → $7.68B (+$661M)

6% more funds holding

Funds holding: 497527 (+30)

0.47% less ownership

Funds ownership: 59.69%59.22% (-0.47%)

Holders
527
Holders Change
+30
Holders Change %
+6.04%
% of All Funds
10.81%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
1.23%
New
71
Increased
211
Reduced
153
Closed
38
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
-$772K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
151
Sunesis Advisors
Kansas
$3.19M +$183 +2 +0%
C
152
Clearshares
New York
$3.03M
BAM
153
Baldrige Asset Management
Pennsylvania
$3.01M -$58.8K -642 -2%
AAM
154
Aureus Asset Management
Massachusetts
$2.92M
DC
155
Davenport & Co
Virginia
$2.86M +$227K +2,479 +9%
SSG
156
Summit Securities Group
New York
$2.8M -$915K -10,000 -25%
LNC
157
Lincoln National Corp
Pennsylvania
$2.77M +$960K +10,493 +54%
BWA
158
BDO Wealth Advisors
Florida
$2.77M -$119K -1,296 -4%
I
159
IberiaBank
Louisiana
$2.71M -$78.3K -856 -3%
CAGAS
160
Capital Advisory Group Advisory Services
Minnesota
$2.64M +$2.59M +28,290 New
BWA
161
Beam Wealth Advisors
Louisiana
$2.63M +$1.45M +15,870 +129%
MA
162
Mutual Advisors
Nebraska
$2.62M +$371K +4,056 +17%
WCM
163
Washburn Capital Management
Florida
$2.59M +$286K +3,120 +13%
EP
164
Eudaimonia Partners
Tennessee
$2.56M +$644K +7,035 +34%
APC
165
Aspire Private Capital
North Carolina
$2.53M +$222K +2,422 +10%
GFPC
166
Global Financial Private Client
Florida
$2.52M +$2.16M +23,593 +673%
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$2.5M +$643K +7,030 +36%
ABC
168
Associated Banc-Corp
Wisconsin
$2.48M +$1.54M +16,806 +172%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$2.47M -$685K -7,484 -22%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$2.46M +$266K +2,903 +12%
BC
171
Barnett & Company
Tennessee
$2.43M +$2.39M +26,095 New
Goldman Sachs
172
Goldman Sachs
New York
$2.41M +$223K +2,441 +10%
FA
173
Fagan Associates
New York
$2.34M +$2.3M +25,156 New
PCG
174
Private Capital Group
Connecticut
$2.31M -$30.8K -336 -1%
SPC
175
Sigma Planning Corp
Michigan
$2.3M -$183K -1,999 -7%

BIV Hedge Fund Activity: Q2 2020 in Review

527 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2020, worth a combined $7.68B — up 9.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new BIV positions and 38 closed out — a net gain of 33 holders — while 211 added to existing stakes and 153 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $111M. The largest seller was Citadel Advisors, exiting entirely with an estimated $241M sold.

  • 527 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2020, up from 497 in Q1 2020.
  • Funds reported $7.68B of Vanguard Intermediate-Term Bond ETF stock for Q2 2020, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2020 and 38 closed out, a net change of +33 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2020 was Beacon Capital Management Inc (Ohio), an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2020 was Citadel Advisors, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2020.