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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
LWM
201
Loveless Wealth Management
Montana
$2.56M -$32.9K -420 -1%
Deutsche Bank
202
Deutsche Bank
Germany
$2.54M
EGA
203
Eagle Global Advisors
Texas
$2.54M -$1.47M -18,688 -36%
SFA
204
Semmax Financial Advisors
North Carolina
$2.52M -$876K -11,177 -26%
Bessemer Group
205
Bessemer Group
New Jersey
$2.48M +$383K +4,885 +18%
IFPL
206
Investments & Financial Planning LLC
Kentucky
$2.45M +$19.8K +253 +0.8%
IAN
207
Integrated Advisors Network
Texas
$2.42M -$281K -3,583 -10%
V
208
Veritable
Delaware
$2.4M
PWM
209
Provident Wealth Management
Tennessee
$2.38M -$305K -3,884 -11%
HWMG
210
Hurlow Wealth Management Group
Indiana
$2.37M +$73.8K +941 +3%
BTIM
211
BancFirst Trust & Investment Management
Oklahoma
$2.35M -$281K -3,581 -12%
SW
212
StrongBox Wealth
Missouri
$2.35M -$227K -2,894 -9%
GWCM
213
Godshalk Welsh Capital Management
Pennsylvania
$2.33M -$557K -7,105 -19%
ONB
214
Old National Bancorp
Indiana
$2.32M -$47.4K -604 -2%
EWM
215
Echo Wealth Management
Minnesota
$2.29M -$5.24M -66,795 -69%
PFS
216
Prospera Financial Services
Texas
$2.28M -$1.17M -14,936 -34%
EIP
217
Easterly Investment Partners
Massachusetts
$2.19M +$3.06K +39 +0.1%
Creative Planning
218
Creative Planning
Kansas
$2.18M -$538K -6,856 -20%
WIM
219
Warwick Investment Management
Texas
$2.18M +$232K +2,955 +12%
HGWM
220
Horst & Graben Wealth Management
Oregon
$2.17M -$170K -2,173 -7%
LPP
221
Life Planning Partners
Florida
$2.17M +$182K +2,315 +9%
ETS
222
ESL Trust Services
New York
$2.15M +$42.7K +545 +2%
BAM
223
Baldrige Asset Management
Pennsylvania
$2.13M -$146K -1,859 -6%
HWIS
224
Hancock Whitney Investment Services
Louisiana
$2.11M -$53.4K -681 -2%
CF
225
Centaurus Financial
California
$2.08M +$1.89M +24,163 +899%

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.