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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
ACP
201
Ashfield Capital Partners
California
$753K -$735K -8,704 Closed
GSWM
202
Golden State Wealth Management
California
$740K +$35.2K +417 +5%
SFG
203
SNS Financial Group
Minnesota
$728K +$929 +11 +0.1%
WFPG
204
Waller Financial Planning Group
Ohio
$717K -$62.3K -737 -8%
SCG
205
Sonata Capital Group
Washington
$704K +$25.3K +300 +4%
Lido Advisors
206
Lido Advisors
California
$665K +$2.28K +27 +0.4%
SWP
207
Stratos Wealth Partners
Ohio
$657K -$163K -1,926 -20%
CCT
208
Country Club Trust
Missouri
$650K -$77.3K -915 -11%
KA
209
Kovack Advisors
Florida
$642K +$1.6K +19 +0.3%
F
210
F3Logic
Minnesota
$641K +$183K +2,170 +41%
Luther King Capital Management (LKCM)
211
Luther King Capital Management (LKCM)
Texas
$636K
AA
212
Ancora Advisors
Ohio
$632K +$96.1K +1,138 +18%
PAS
213
Partnervest Advisory Services
California
$630K -$220K -2,607 -26%
Nomura Asset Management
214
Nomura Asset Management
Japan
$630K +$615K +7,285 New
DADC
215
D.A. Davidson & Co
Montana
$629K +$67.2K +795 +12%
CFG
216
CMC Financial Group
Georgia
$625K -$13.4M -158,803 -96%
MGIA
217
Moneta Group Investment Advisors
Missouri
$624K +$185K +2,186 +43%
FGAM
218
Financial Gravity Asset Management
Texas
$620K -$218K -2,581 -26%
FTS
219
Fifth Third Securities
Ohio
$615K +$602K +7,121 New
JIC
220
Joel Isaacson & Co
New York
$601K +$59.1K +700 +11%
PG
221
Patten Group
Tennessee
$590K +$297K +3,513 +106%
PFC
222
Poplar Forest Capital
California
$590K +$576K +6,819 New
FPFS
223
First Personal Financial Services
North Carolina
$588K -$46.7K -553 -8%
SMC
224
Smith, Moore & Co
Missouri
$587K +$85.1K +1,007 +17%
NAS
225
Nicolet Advisory Services
Wisconsin
$586K +$3.46K +41 +0.6%

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.