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Vanguard Intermediate-Term Bond ETF

405 hedge funds and large institutions have $10.8B invested in Vanguard Intermediate-Term Bond ETF in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 27

51% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 98

17% more funds holding

Funds holding: 346405 (+59)

5% more capital invested

Capital invested by funds: $10.3B → $10.8B (+$550M)

0.21% more ownership

Funds ownership: 70.58%70.79% (+0.21%)

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

Holders
405
Holders Change
+59
Holders Change %
+17.05%
% of All Funds
9.19%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.66%
New
89
Increased
148
Reduced
98
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
301
Spearhead Capital Advisors
Florida
$212K +$213K +2,526 New
SWM
302
SVA Wealth Management
Wisconsin
$208K +$1.69K +20 +0.8%
SCA
303
Snowden Capital Advisors
New York
$207K -$7.5K -89 -3%
HNB
304
Huntington National Bank
Ohio
$205K
SBIA
305
Sheaff Brock Investment Advisors
Indiana
$204K -$68.9K -818 -25%
CCM
306
Covington Capital Management
California
$204K
AP
307
Appleton Partners
Massachusetts
$204K +$205K +2,428 New
SMFS
308
Squar Milner Financial Services
California
$204K +$207K +2,461 New
BFC
309
Bedel Financial Consulting
Indiana
$200K +$201K +2,390 New
WIM
310
Weitz Investment Management
Nebraska
$198K +$1.26K +15 +0.6%
AF
311
Advisornet Financial
Minnesota
$192K +$193K +2,295 New
LC
312
Landaas & Company
Wisconsin
$170K
PA
313
Parallel Advisors
California
$163K -$187K -2,220 -53%
APA
314
American Portfolios Advisors
New York
$157K +$158K +1,874 New
CFD
315
Creative Financial Designs
Indiana
$157K -$81.9K -972 -34%
CFA
316
Carroll Financial Associates
North Carolina
$154K
WB
317
Webster Bank
Connecticut
$145K +$7.58K +90 +5%
CB
318
Community Bank
New York
$139K
SEI Investments
319
SEI Investments
Pennsylvania
$138K +$91.5K +1,086 +192%
CA
320
Calton & Associates
Florida
$134K +$136K +1,619 New
RFC
321
Regions Financial Corp
Alabama
$131K +$132K +1,564 New
FPS
322
Fieldpoint Private Securities
Connecticut
$119K -$50.6K -600 -30%
CPIG
323
Chicago Partners Investment Group
Illinois
$117K
SWM
324
SeaCrest Wealth Management
New York
$117K +$118K +1,395 New
NCM
325
New Capital Management
Texas
$116K +$674 +8 +0.6%