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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
MHR
601
Matthew Hamilton Rosenberg
$10K
CWP
602
Concord Wealth Partners
Virginia
$10K +$10.5K +116 New
TFGT
603
TS Financial Group (TSFG)
Illinois
$9K
RG
604
Retirement Group
California
$9K +$91 +1 +1%
SWA
605
SOA Wealth Advisors
New York
$8K -$3.27K -36 -28%
TF
606
Tompkins Financial
New York
$8K
MWA
607
Moser Wealth Advisors
Washington
$8K +$8.36K +92 New
CFB
608
Cullen/Frost Bankers
Texas
$8K +$8.54K +94 New
VRM
609
Vectors Research Management
New York
$6K
PMFA
610
Plante Moran Financial Advisors
Michigan
$6K +$5.9K +65 New
TRCT
611
Tower Research Capital (TRC)
New York
$5K -$545 -6 -10%
APWA
612
Atlas Private Wealth Advisors
New Jersey
$5K
PA
613
Perennial Advisors
New York
$5K +$4.63K +51 New
AW
614
Avion Wealth
Texas
$4K
LB
615
Legacy Bridge
Iowa
$4K
MA
616
Montag & Associates
Georgia
$4K +$3.63K +40 New
PK
617
Pflug Koory
Nebraska
$4K +$3.63K +40 New
MA
618
MBA Advisors
Pennsylvania
$2.35K +$2.41M +26,539 New
IFAM
619
Institutional & Family Asset Management
Colorado
$2K -$93.7K -1,032 -98%
CFN
620
Cordasco Financial Network
Florida
$2K
KFI
621
Key Financial Inc
Pennsylvania
$2K
DWMG
622
DB Wealth Management Group
California
$1K
WOC
623
West Oak Capital
California
$1K
FFA
624
Freedman Financial Associates
Massachusetts
$1K +$1.36K +15 New
RWB
625
RMR Wealth Builders
New Jersey
$1K +$1.36K +15 New