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Vanguard Intermediate-Term Bond ETF

626 hedge funds and large institutions have $7.74B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 298 increasing their positions, 188 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 188

2.24% less ownership

Funds ownership: 57.38%55.14% (-2.2%)

3% less funds holding in top 10

Funds holding in top 10: 6967 (-2)

3% less funds holding

Funds holding: 648626 (-22)

13% less capital invested

Capital invested by funds: $8.85B → $7.74B (-$1.11B)

26% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 65

Holders
626
Holders Change
-22
Holders Change %
-3.4%
% of All Funds
10.99%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.18%
New
48
Increased
298
Reduced
188
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
526
Atlas Capital Advisors
Wyoming
$201K +$206K +2,263 New
SFP
527
Sterling Financial Planning
New Jersey
$200K +$54.1K +596 +36%
LFF
528
Level Four Financial
Texas
$200K +$205K +2,259 New
CAAS
529
Capital Asset Advisory Services
Michigan
$197K -$39K -429 -16%
CHA
530
Carmichael Hill & Associates
Maryland
$192K +$59.1K +651 +43%
Franklin Resources
531
Franklin Resources
California
$184K
PIP
532
Peachtree Investment Partners
Florida
$182K -$249K -2,741 -57%
FCA
533
FinTrust Capital Advisors
South Carolina
$177K
AF
534
Affiance Financial
Minnesota
$161K
LWM
535
Liberty Wealth Management
California
$158K
VBCG
536
Valley Brook Capital Group
Pennsylvania
$157K -$9.08K -100 -5%
CIAS
537
Capital Investment Advisory Services
North Carolina
$155K
William Blair & Company
538
William Blair & Company
Illinois
$151K -$109K -1,204 -41%
OC
539
Oakworth Capital
Alabama
$139K
BCWM
540
Bartlett & Co Wealth Management
Ohio
$135K
BC
541
Bartlett & Co
Ohio
$135K
HBT
542
Hills Bank & Trust
Iowa
$126K +$129K +1,421 New
AIC
543
Archer Investment Corporation
Indiana
$123K +$2.63K +29 +2%
CAL
544
Capital Analysts LLC
Pennsylvania
$122K
HIA
545
Harbor Investment Advisory
Maryland
$117K +$3.54K +39 +3%
FPB
546
First PREMIER Bank
South Dakota
$116K
CWC
547
Carolinas Wealth Consulting
North Carolina
$116K +$363 +4 +0.3%
GRP
548
Global Retirement Partners
California
$113K -$2.27K -25 -2%
JCM
549
Jacobi Capital Management
Pennsylvania
$110K -$86.1K -948 -43%
CCM
550
Covington Capital Management
California
$110K