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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
ACP
51
Ashfield Capital Partners
California
$2.03M -$59.2K -710 -3%
HNB
52
Huntington National Bank
Ohio
$2.02M
ACM
53
Argentus Capital Management
Texas
$1.83M +$8.35K +100 +0.4%
RJA
54
Raymond James & Associates
Florida
$1.68M -$480K -5,748 -22%
CWM
55
Cranbrook Wealth Management
Michigan
$1.64M +$1.67M +20,066 New
CSIC
56
Clifford Swan Investment Counsel
California
$1.63M
HCP
57
Holt Capital Partners
Texas
$1.59M +$1.62M +19,460 New
HPC
58
HM Payson & Co
Maine
$1.49M
PSW
59
Portfolio Strategies (Washington)
Washington
$1.39M +$1.42M +16,990 New
Invesco
60
Invesco
Georgia
$1.36M +$181K +2,169 +15%
DD
61
Dominick & Dominick
New York
$1.3M -$200K -2,400 -13%
SC
62
SouthState Corp
Florida
$1.26M +$1.29M +15,455 New
RT
63
Reliance Trust
Georgia
$1.25M +$97.5K +1,168 +8%
ANBT
64
American National Bank & Trust
Texas
$1.24M +$24.8K +297 +2%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.19M -$2.79M -33,466 -70%
CT
66
Coastline Trust
Rhode Island
$1.09M -$4.17K -50 -0.4%
SCA
67
Salient Capital Advisors
Texas
$1.04M -$100K -1,199 -9%
BBA
68
BLB&B Advisors
Pennsylvania
$1.04M +$210K +2,521 +25%
1IC
69
1919 Investment Counsel
Maryland
$936K -$137K -1,640 -13%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$924K +$227K +2,717 +32%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$903K -$206K -2,467 -18%
AIG
72
American International Group
New York
$880K +$234K +2,800 +35%
Creative Planning
73
Creative Planning
Kansas
$872K -$601K -7,207 -40%
FHA
74
First Horizon Advisors
Tennessee
$863K -$80.5K -965 -8%
MAM
75
Marquette Asset Management
Minnesota
$844K +$862K +10,335 New