Vanguard Intermediate-Term Bond ETF
724 hedge funds and large institutions have $9.58B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 323 increasing their positions, 232 reducing their positions, and 42 closing their positions.
57% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 42
39% more repeat investments, than reductions
Existing positions increased: 323 | Existing positions reduced: 232
11% more funds holding in top 10
Funds holding in top 10: 64 → 71 (+7)
10% more capital invested
Capital invested by funds: $8.69B → $9.58B (+$891M)
3% more funds holding
Funds holding: 703 → 724 (+21)
0.05% less ownership
Funds ownership: 62.91% → 62.86% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
+$175M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$105M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$86M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$59M |
| 5 |
Morgan Stanley
New York
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$59.8M |
| 2 |
Jane Street
New York
|
-$16.1M |
| 3 |
SFMG
Sage Financial Management Group
Mclean,
Virginia
|
-$12.2M |
| 4 |
GFG
Greystone Financial Group
Bloomfield Hills,
Michigan
|
-$7.79M |
| 5 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$6.41M |
BIV Hedge Fund Activity: Q2 2023 in Review
724 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2023, worth a combined $9.58B — up 10% from $8.69B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new BIV positions and 42 closed out — a net gain of 24 holders — while 323 added to existing stakes and 232 trimmed.
The largest buyer was Mather Group, adding an estimated $175M. The largest seller was Summit Wealth Group, cutting an estimated $59.8M.
- 724 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2023, up from 703 in Q1 2023.
- Funds reported $9.58B of Vanguard Intermediate-Term Bond ETF stock for Q2 2023, up 10% quarter-over-quarter.
- 66 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2023 and 42 closed out, a net change of +24 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2023 was Mather Group, an estimated $175M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2023 was Summit Wealth Group, an estimated $59.8M sold.
Based on aggregated 13F filings for Q2 2023.