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Vanguard Intermediate-Term Bond ETF

721 hedge funds and large institutions have $9.63B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 310 increasing their positions, 246 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 246

11% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 70

3% more funds holding in top 10

Funds holding in top 10: 7173 (+2)

0% more capital invested

Capital invested by funds: $9.58B → $9.63B (+$44.4M)

0.3% more ownership

Funds ownership: 62.86%63.16% (+0.3%)

0% less funds holding

Funds holding: 724721 (-3)

Holders
721
Holders Change
-3
Holders Change %
-0.41%
% of All Funds
11.44%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.16%
New
78
Increased
310
Reduced
246
Closed
70
Calls
$202K
Puts
Net Calls
+$202K
Net Calls Change
-$39K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.27B -$250M -3,381,185 -16%
Wells Fargo
2
Wells Fargo
California
$581M +$54.9M +742,213 +10%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$430M +$33.2M +449,226 +8%
Bank of America
4
Bank of America
North Carolina
$394M -$32.7M -441,974 -8%
Goldman Sachs
5
Goldman Sachs
New York
$376M +$21.1M +285,055 +6%
Morgan Stanley
6
Morgan Stanley
New York
$361M +$5.73M +77,428 +2%
UCFA
7
United Capital Financial Advisors
Texas
$344M -$61.3M -828,109 -15%
LPL Financial
8
LPL Financial
California
$294M +$9.31M +125,875 +3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$192M +$9.96M +134,582 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$188M +$11.3M +152,228 +6%
MG
11
Mather Group
Illinois
$181M +$10.4M +140,056 +6%
Ameriprise
12
Ameriprise
Minnesota
$173M -$8.15M -110,192 -4%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$157M +$160M +2,167,068 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$143M +$37.8M +511,084 +35%
RIA
15
Retirement Investment Advisors
Oklahoma
$132M +$43.6M +588,965 +48%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$128M -$11.9M -160,984 -8%
UBS Group
17
UBS Group
Switzerland
$128M +$23.3M +314,952 +22%
LNC
18
Lincoln National Corp
Pennsylvania
$125M +$7.14M +96,588 +6%
DDSF
19
Diana Davis Spencer Foundation
Maryland
$103M
EA
20
Efficient Advisors
Ohio
$102M +$4.35M +58,797 +4%
TLFA
21
True Link Financial Advisors
California
$92.6M +$54.7M +740,013 +137%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$84.5M -$1.34M -18,114 -2%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$83.8M -$132K -1,779 -0.2%
Comerica Bank
24
Comerica Bank
Texas
$76.9M +$78.7M +1,063,487 New
Mariner
25
Mariner
Kansas
$73.8M +$3.46M +46,771 +5%

BIV Hedge Fund Activity: Q3 2023 in Review

721 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2023, worth a combined $9.63B — up 0.46% from $9.58B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BIV positions and 70 closed out — a net gain of 8 holders — while 310 added to existing stakes and 246 trimmed.

The largest buyer was Comerica Bank, opening a new position worth an estimated $78.7M. The largest seller was Envestnet Asset Management, cutting an estimated $250M.

  • 721 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2023, down from 724 in Q2 2023.
  • Funds reported $9.63B of Vanguard Intermediate-Term Bond ETF stock for Q3 2023, up 0.46% quarter-over-quarter.
  • 78 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2023 and 70 closed out, a net change of +8 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2023 was Comerica Bank, an estimated $78.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $250M sold.

Based on aggregated 13F filings for Q3 2023.