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Vanguard Intermediate-Term Bond ETF

557 hedge funds and large institutions have $8.65B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 291 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+32
Holders Change %
+6.1%
% of All Funds
11.27%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.27%
New
66
Increased
291
Reduced
96
Closed
25
Calls
$1.78M
Puts
$241K
Net Calls
+$1.54M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
PRS
51
Pinkerton Retirement Specialists
Idaho
$20.9M +$5.32M +56,890 +34%
HPWM
52
Highland Private Wealth Management
Washington
$20.6M +$3.87M +41,348 +23%
SWRP
53
Summit Wealth & Retirement Planning
California
$20.3M +$903K +9,665 +5%
TF
54
TIAA FSB
Florida
$20.1M +$5.7M +61,012 +39%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$20M +$2.47M +26,441 +14%
KMWM
56
Keudell/Morrison Wealth Management
Oregon
$19.9M +$19.9M +213,295 New
MAP
57
Milestone Advisory Partners
North Carolina
$19.8M +$1.27M +13,620 +7%
DPI
58
Diversified Portfolios Inc
Michigan
$19.5M +$460K +4,919 +2%
REMPR
59
Roof Eidam Maycock Peralta (REMP)
California
$19.4M +$19.4M +207,560 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$18.8M +$2.03M +21,732 +12%
CWM
61
Cranbrook Wealth Management
Michigan
$18.7M +$1.17M +12,471 +7%
FIG
62
FundX Investment Group
California
$17.9M +$1.51M +16,105 +9%
CFD
63
Creative Financial Designs
Indiana
$16.9M +$3.77M +40,352 +29%
A
64
AdvicePeriod
California
$16.8M +$1.59M +16,959 +10%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$16.6M +$3.58M +38,428 +28%
BRWA
66
B. Riley Wealth Advisors
Florida
$16.5M +$914K +9,780 +6%
SAMC
67
Spectrum Asset Management (California)
California
$15.8M +$1.04M +11,095 +7%
SL
68
Systelligence LLC
Minnesota
$15.7M +$10.7M +114,163 +213%
AAS
69
Avantax Advisory Services
Texas
$15.7M +$7.36M +78,826 +89%
PGFC
70
Peapack-Gladstone Financial Corp
New Jersey
$15.4M +$768K +8,212 +5%
CFGS
71
Concourse Financial Group Securities
Alabama
$15.3M +$2.03M +21,749 +15%
Verition Fund Management
72
Verition Fund Management
Connecticut
$14.9M -$1.48M -15,819 -9%
BC
73
Brio Consultants
California
$14.8M +$1.42M +15,144 +11%
FMC
74
First Merchants Corp
Indiana
$14.8M -$47.3K -506 -0.3%
FFG
75
Fullen Financial Group
Ohio
$14.6M +$597K +6,386 +4%