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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$3.14M +$156K +1,849 +5%
GWMIA
202
Global Wealth Management Investment Advisory
Florida
$3.14M +$2.26M +26,797 +233%
TI
203
Truepoint Inc
Ohio
$3.06M +$25.4K +301 +0.8%
EWM
204
Evermay Wealth Management
Virginia
$3.04M +$3.02M +35,823 +2,771%
GWCM
205
Godshalk Welsh Capital Management
Pennsylvania
$3.04M -$1.24M -14,725 -28%
SG
206
StoneX Group
New York
$3.03M +$519K +6,142 +20%
FHA
207
First Horizon Advisors
Tennessee
$3.02M -$3.09M -36,618 -50%
HIIFS
208
Harel Insurance Investments & Financial Services
Israel
$2.9M
Creative Planning
209
Creative Planning
Kansas
$2.86M +$16.7K +198 +0.6%
FANJ
210
Financial Architects (New Jersey)
New Jersey
$2.86M -$78.3K -927 -3%
IAN
211
Integrated Advisors Network
Texas
$2.85M +$80.6K +955 +3%
PWM
212
Provident Wealth Management
Tennessee
$2.83M +$2.92M +34,590 New
SA
213
Sunesis Advisors
Kansas
$2.8M
LWM
214
Loveless Wealth Management
Montana
$2.73M -$93.7K -1,110 -3%
SW
215
StrongBox Wealth
Missouri
$2.72M -$1.35M -15,957 -32%
Deutsche Bank
216
Deutsche Bank
Germany
$2.68M -$339K -4,017 -11%
GVAG
217
Great Valley Advisor Group
Delaware
$2.62M +$511K +6,048 +24%
IFPL
218
Investments & Financial Planning LLC
Kentucky
$2.57M -$8.78K -104 -0.3%
HNB
219
Huntington National Bank
Ohio
$2.56M
EBT
220
Enterprise Bank & Trust
Massachusetts
$2.54M -$1.5M -17,801 -36%
V
221
Veritable
Delaware
$2.54M
BWM
222
BerganKDV Wealth Management
Minnesota
$2.51M +$292K +3,455 +13%
ONB
223
Old National Bancorp
Indiana
$2.5M -$123K -1,459 -5%
BTIM
224
BancFirst Trust & Investment Management
Oklahoma
$2.49M +$302K +3,581 +13%
BA
225
Bridgewater Advisors
New York
$2.48M +$2.56M +30,332 New

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.