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Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
APC
151
Aspire Private Capital
North Carolina
$4.21M -$12.6K -161 -0.3%
William Blair Investment Management
152
William Blair Investment Management
Illinois
$4.21M
WCWM
153
Willow Creek Wealth Management
California
$4.07M +$787K +10,031 +24%
BG
154
Benedetti & Gucer
Georgia
$4.06M +$3.32M +42,307 +425%
PMA
155
Prudent Man Advisors
Illinois
$4M
JIP
156
Jaffetilchin Investment Partners
Florida
$4M +$4.04M +51,543 New
SC
157
Schiavi & Co
Delaware
$3.96M +$743K +9,475 +23%
DC
158
Davenport & Co
Virginia
$3.95M +$902K +11,507 +29%
Cerity Partners
159
Cerity Partners
New York
$3.95M -$96.3K -1,228 -2%
FLI
160
Family Legacy Inc
South Carolina
$3.9M +$40.1K +511 +1%
SCA
161
Snowden Capital Advisors
New York
$3.89M -$185K -2,353 -4%
WWM
162
Western Wealth Management
Colorado
$3.88M +$225K +2,866 +6%
EWMCB
163
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.69M +$278K +3,547 +8%
FA
164
Fermata Advisors
California
$3.68M -$1.07M -13,695 -22%
CA
165
CoreCap Advisors
Michigan
$3.52M -$140K -1,790 -4%
MCM
166
Mattern Capital Management
Colorado
$3.5M -$308K -3,927 -8%
SOAG
167
Silver Oak Advisory Group
Oregon
$3.47M +$157K +2,005 +5%
KWM
168
Kingsview Wealth Management
Oregon
$3.45M +$192K +2,445 +6%
IPW
169
Intergy Private Wealth
Colorado
$3.44M -$1.04M -13,206 -23%
SIA
170
Strategic Investment Advisors
Michigan
$3.39M +$8.39K +107 +0.2%
ACP
171
Aveo Capital Partners
Colorado
$3.38M +$3.01M +38,336 +743%
PAS
172
Park Avenue Securities
New York
$3.38M +$123K +1,573 +4%
PTP
173
Platform Technology Partners
New York
$3.3M +$3.33M +42,527 New
FHC
174
First Heartland Consultants
Missouri
$3.27M +$2.75M +35,071 +501%
SCA
175
Stokes Capital Advisors
South Carolina
$3.26M -$7.04M -89,818 -68%

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.