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Vanguard Intermediate-Term Bond ETF

161 hedge funds and large institutions have $2.11B invested in Vanguard Intermediate-Term Bond ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

7% more funds holding

Funds holding: 150161 (+11)

0.83% more ownership

Funds ownership: 61.05%61.87% (+0.83%)

1% more capital invested

Capital invested by funds: $2.09B → $2.11B (+$14M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

17% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 58

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $654K

Holders
161
Holders Change
+11
Holders Change %
+7.33%
% of All Funds
4.67%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
32
Increased
48
Reduced
58
Closed
18
Calls
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$654K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
26
Transamerica Financial Advisors
Florida
$6.45M +$1.99M +23,804 +43%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$6.15M -$603K -7,230 -9%
Citigroup
28
Citigroup
New York
$5.92M -$725K -8,693 -11%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$5.76M +$245K +2,938 +4%
MBT
30
Monroe Bank & Trust
Michigan
$5.36M +$1.81M +21,637 +32%
WRTC
31
Wind River Trust Company
Wyoming
$5.09M +$1.15M +13,829 +29%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$4.81M -$2.34M -28,022 -32%
CCG
33
Chatham Capital Group
Georgia
$4.52M -$10.4K -125 -0.2%
GI
34
Gradient Investments
Minnesota
$4.36M -$619K -7,421 -12%
CIA
35
Capital Investment Advisors
Georgia
$4.14M +$4.23M +50,673 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$4.14M -$28.5K -341 -0.7%
FIM
37
Freedom Investment Management
Connecticut
$3.91M -$333K -3,996 -8%
Ameriprise
38
Ameriprise
Minnesota
$3.61M +$253K +3,036 +7%
BUB
39
BBVA USA Bancshares
Texas
$3.09M +$71.8K +861 +2%
CCT
40
Country Club Trust
Missouri
$2.88M +$8.76K +105 +0.3%
TTWM
41
TCV Trust & Wealth Management
Virginia
$2.87M +$2.93M +35,104 New
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$2.84M -$183K -2,190 -6%
SCM
43
Saba Capital Management
New York
$2.79M +$2.85M +34,169 New
PI
44
Placemark Investments
Illinois
$2.65M +$958K +11,476 +55%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.64M -$452K -5,421 -14%
SAM
46
SignalPoint Asset Management
Missouri
$2.64M -$431K -5,165 -14%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.55M +$578K +6,932 +29%
KFS
48
KMS Financial Services
Washington
$2.53M -$535K -6,412 -17%
FBC
49
Fairfield, Bush & Co
Connecticut
$2.51M
TCT
50
TIAA CREF Trust
Missouri
$2.07M +$668 +8 +0%