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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
151
Burleson & Co
California
$5.26M +$344K +3,854 +7%
PRWA
152
Platte River Wealth Advisors
Colorado
$5.25M -$133K -1,492 -2%
MCM
153
Mattern Capital Management
Colorado
$5.21M +$33.1K +371 +0.6%
SFS
154
Sowell Financial Services
Arkansas
$5.07M -$45M -504,112 -90%
CA
155
Continuum Advisory
Idaho
$4.96M +$913K +10,224 +23%
WCWM
156
Willow Creek Wealth Management
California
$4.82M +$490K +5,481 +11%
WS
157
Wedbush Securities
California
$4.79M +$1.5M +16,772 +46%
PMA
158
Prudent Man Advisors
Illinois
$4.59M +$572K +6,404 +14%
APC
159
Aspire Private Capital
North Carolina
$4.55M +$925K +10,353 +26%
EGA
160
Eagle Global Advisors
Texas
$4.45M -$26.8K -300 -0.6%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$4.41M +$657K +7,354 +18%
FLI
162
Family Legacy Inc
South Carolina
$4.37M +$90.5K +1,013 +2%
WLIM
163
White Lighthouse Investment Management
Massachusetts
$4.34M +$111K +1,246 +3%
LWAC
164
Laurel Wealth Advisors (California)
California
$4.27M +$4.24M +47,475 New
FEG
165
Fund Evaluation Group
Ohio
$4.15M +$4.12M +46,131 New
SF
166
Synovus Financial
Georgia
$4.08M +$3.66M +40,973 +943%
NL
167
NWAM LLC
Washington
$4.06M +$766K +8,580 +23%
Deutsche Bank
168
Deutsche Bank
Germany
$4.04M -$525K -5,875 -12%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$4.02M +$283K +3,173 +8%
PP
170
Professional Planning
California
$4.01M -$4.68M -52,419 -54%
HHRDM
171
H&H Retirement Design & Management
Nevada
$3.98M -$157K -1,763 -4%
SW
172
StrongBox Wealth
Missouri
$3.97M -$115K -1,289 -3%
NFG
173
Next Financial Group
Texas
$3.97M +$183K +2,050 +5%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$3.96M
CJA
175
C-J Advisory
California
$3.93M +$211K +2,364 +6%

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.